Transform the way you manage your clients

If you’re feeling overwhelmed by the number of contacts you’re making, or you need a better way of tracking your leads, I can set-up a CRM system that will revamp the whole process.

With an effective CRM system in place, you’ll have all the client information you need at your fingertips.

Keep track of every enquiry and interaction: phone calls, emails, meetings, pitches delivered, and presentations given.

Because, when it comes to building strong, profitable relationships with clients, knowledge is key. The more you know, the easier you’ll find it to meet your clients’ needs.


How does it work?

I’ll recommend the right service for you before adding in all your client data. If you’d like, I can also maintain the system for you on a monthly basis.

What does it cost?

I charge a fixed, one-off set-up fee that includes 25 business cards or contacts. For any additional contacts, you’ll be charged my hourly rate of £30.

Why should I do it?

Make your business work for you, not the other way around. With smarter systems in place, you’ll be able to achieve more in less time.

What else do I need to know?

Don’t worry about how your client data is currently stored. I can work from business cards, a spreadsheet, word documents or an old system.

I’ll work with you to find the most effective way of transferring the data into a smart new CRM system.

Furthermore, I take confidentiality seriously and I work in-line with GDPR guidelines. I’m also registered with the ICO for data protection. Your clients’ data is safe with me.

What are the benefits?

Better relationships: Build stronger connections with your clients

The more you know and remember about your clients, the easier you’ll find it to build know, like and trust into your relationship.

Improved results: Make cross-selling, collaboration and cost-saving easier for everyone

A smart, well-managed CRM system makes it easier for you to understand your clients and their needs. It also helps your team to collaborate and cut down on costs.

Increased productivity: using a CRM is a smarter way of working

You’ll save heaps of time with one central storage system that everyone can access. Your team will be able to spend more time in the field and less time on admin.

“Sadie is very dedicated and has helped me organise my client database and processes. She turns work around quickly and is always on hand to help me out when I am busy. I can rely on her to look after the administrative tasks so that I can concentrate on fee-earning work. I highly recommend her, I couldn’t live without her now!”


Rebecca Coles

Coles Accounting (Cambridge) Limited

Get more time to focus on growing your business

Call me between 9am-3pm Monday – Friday or drop me an email anytime.


07468 567419