--- title: CRM Setup, Optimisation and Development | Surfon description: A badly configured CRM costs you pipeline and time. Surfon gets your CRM working properly, from initial setup through to ongoing development. --- [Skip to content](https://www.surfon.co.uk/how-i-can-help/crm-setup#main-content) [![12901](https://www.surfon.co.uk/hs-fs/hubfs/12901.png?width=3308&height=1303&name=12901.png)Homepage](https://www.surfon.co.uk) - [How I Can Help](https://www.surfon.co.uk/how-i-can-help) - [CRM Setup, Optimisation and Development](https://www.surfon.co.uk/how-i-can-help/crm-setup) - [Email Marketing and Automation](https://www.surfon.co.uk/how-i-can-help/email-automation) - [Customer Journey and Conversion](https://www.surfon.co.uk/how-i-can-help/conversion-optimisation) - [Reporting and Data Foundations](https://www.surfon.co.uk/how-i-can-help/reporting-data) - [Local Search and Google My Business](https://www.surfon.co.uk/how-i-can-help/local-search-gmb) - [Website and Ecommerce Builds](https://www.surfon.co.uk/how-i-can-help/website-builds) - [About Me](https://www.surfon.co.uk/about-surfon) - [Articles](https://www.surfon.co.uk/articles) [Get started](https://www.surfon.co.uk/contact-us) - [How I Can Help](https://www.surfon.co.uk/how-i-can-help) - [CRM Setup, Optimisation and Development](https://www.surfon.co.uk/how-i-can-help/crm-setup) - [Email Marketing and Automation](https://www.surfon.co.uk/how-i-can-help/email-automation) - [Customer Journey and Conversion](https://www.surfon.co.uk/how-i-can-help/conversion-optimisation) - [Reporting and Data Foundations](https://www.surfon.co.uk/how-i-can-help/reporting-data) - [Local Search and Google My Business](https://www.surfon.co.uk/how-i-can-help/local-search-gmb) - [Website and Ecommerce Builds](https://www.surfon.co.uk/how-i-can-help/website-builds) - [About Me](https://www.surfon.co.uk/about-surfon) - [Articles](https://www.surfon.co.uk/articles) [Get started](https://www.surfon.co.uk/contact-us) # CRM Setup, Optimisation and Development ![CRM Flows](https://www.surfon.co.uk/hs-fs/hubfs/CRM%20Flows.png?width=1200&height=896&name=CRM%20Flows.png "CRM Flows")  Most businesses have a CRM that no one really uses. Contacts dumped in without structure. No pipeline. No automation. The sales process lives in someone's head or a spreadsheet.  I fix the foundations. Data structure, lifecycle stages, pipelines, segmentation and automation. I work with HubSpot and most common CRM platforms. If you already have a system I will work with it. If you need one I will recommend what is right for your size and budget, not the most expensive option. I work in three ways. Set it up properly and hand it back with training so your team runs it independently. Stay involved to maintain and develop it as the business grows. Or act as your CRM adviser for longer-term platform decisions. Most clients start in one place and naturally move to another as the relationship develops. A CRM that reflects your business, a team that can use it, and a clear view of your pipeline. ### Want to know if Surfon is the right fit? Book a free 30-minute audit. No obligation, just clarity on where to start. [Book Your Free Audit](https://www.surfon.co.uk/contact-us) ## Our Services ![CRM Funnels](https://www.surfon.co.uk/hs-fs/hubfs/CRM%20Funnels.png?width=1200&height=896&name=CRM%20Funnels.png) ## CRM Setup, Optimisation and Development Most businesses have a CRM that no one really uses. Contacts dumped in without structure. No pipeline. No automation. The sales process lives in someone's head or a spreadsheet. [Explore more](https://www.surfon.co.uk/how-i-can-help/crm-setup) ![CRM Flows](https://www.surfon.co.uk/hs-fs/hubfs/CRM%20Flows.png?width=1200&height=896&name=CRM%20Flows.png) ## Email Marketing and Automation Email is still the highest-ROI channel most SMEs have. Most businesses either send too rarely, send the same thing to everyone, or have zero automation. The list is sitting there. The money is sitting in the list. [Explore more](https://www.surfon.co.uk/how-i-can-help/email-automation) ![CRO](https://www.surfon.co.uk/hs-fs/hubfs/CRO.png?width=1200&height=896&name=CRO.png) ## Customer Journey and Conversion Traffic that does not convert is just a cost. Most SME websites have no real conversion logic: unclear calls to action, no lead capture, forms that go nowhere, follow-up that never happens. People arrive, look around, and disappear. [Explore more](https://www.surfon.co.uk/how-i-can-help/conversion-optimisation) ![Reporting](https://www.surfon.co.uk/hs-fs/hubfs/Reporting.png?width=1200&height=896&name=Reporting.png) ## Reporting and Data Foundations You are probably making decisions based on gut feel. Not because you are not analytical, but because your data is in three different places, none of it joins up, and the reports you do have are full of numbers that do not tell you what to actually do next. [Explore more](https://www.surfon.co.uk/how-i-can-help/reporting-data) ![SEO GEO](https://www.surfon.co.uk/hs-fs/hubfs/SEO%20GEO.png?width=1200&height=896&name=SEO%20GEO.png) ## Local Search and Google My Business For most local businesses Google My Business is the highest-leverage digital asset they have and the most neglected one. Set up once, never touched again. Wrong categories. No review strategy. Posts empty for months. Meanwhile your competitors show up and you do not. [Explore more](https://www.surfon.co.uk/how-i-can-help/local-search-gmb) ![Websites](https://www.surfon.co.uk/hs-fs/hubfs/Websites.png?width=1200&height=896&name=Websites.png) ## Website and Ecommerce Builds If you are starting from scratch, or working from a site that is not doing its job, I can build a clean conversion-focused website or ecommerce setup as part of your engagement. [Explore more](https://www.surfon.co.uk/how-i-can-help/website-builds) [![12901](https://www.surfon.co.uk/hs-fs/hubfs/12901.png?width=3308&height=1303&name=12901.png "12901")](https://www.surfon.co.uk) - [How I Can Help](https://www.surfon.co.uk/how-i-can-help) - [About Me](https://www.surfon.co.uk/about-surfon) - [Articles](https://www.surfon.co.uk/articles) --- [Privacy Policy](https://www.surfon.co.uk/privacy-policy) · Legal · © 2026 Surfon . All rights reserved.