Contacts living in spreadsheets
Your team is working from multiple files and nobody is sure which one is current.
- Get a single source of truth for your contacts
- Stop losing deals to disorganised follow-up
Software consultancy for UK SMEs
We make software
simple.
Friendly, independent, refreshingly human advice on CRM, marketing, and automation for growing UK businesses.
2014
12 years of experience
100s
of organisations helped
4
specialist service areas
Start with your biggest pain point.
We don't try to fix everything at once. We pick the problem costing you the most, in time, money, or missed revenue, and solve it properly. Here are the situations we see most often:
Email campaigns landing in spam
Your list is large but open rates are poor and you suspect your domain reputation is damaged.
- Fix deliverability at the infrastructure level
- Re-engage or prune the contacts dragging you down
The same data entered in three places
Leads come in from a web form and someone manually copies them into the CRM and a spreadsheet.
- Automate the handoffs between your tools
- Eliminate manual data entry entirely
Leads going cold before follow-up
Enquiries arrive but there is no consistent process for responding before a competitor does.
- Set up automated follow-up that feels personal
- Never miss a lead due to manual oversight
Outgrown your current setup
Your existing CRM or marketing platform is not scaling with the business and a switch feels risky.
- Get a clear picture of what needs to change and why
- Choose the right tools before you commit
Paying for a platform you barely use
You migrated to a new tool but the setup is half-finished and the results do not justify the cost.
- Get a fresh start with proper customisation to suit your business
- Build processes that run without you
What we do
Focused expertise, practical results
We work across four specialist areas to help SMEs reduce complexity and get more from their software.
CRM
Whether it's your first CRM or a migration between platforms, our setup, migration, and training services are tailored to how you actually work.
Marketing
Increase lead volume and reduce manual effort with our marketing re-platforming, campaign setup, and lead management services.
Automation
We implement integrations and workflows across your business systems to reduce repetitive tasks and improve data visibility.
Software & Tech Advisory
Independent guidance on business software selection, implementation planning, and service optimisation — without a vendor agenda.
How we work
Our engagement model
A straightforward process from first engagement to handover.
-
Discovery
We understand your goals, current tools, and data sources before anything else.
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Planning
We define scope, agree priorities, and confirm pricing.
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Implementation
We do the work - whether it's system setup, data migration, or integrations.
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Handover
Final testing, training for your team, and a clean handover. You leave confident, not dependent.
From the blog
Practical guides for SMEs
Honest, independent advice on CRM, marketing automation, and software selection.
How to choose a CRM: an honest guide for small businesses
Picking a CRM is one of the most common software decisions small businesses get wrong. Here are the five questions that actually matter, including when you don't need one at all.
Switching CRM from HubSpot: a plain English guide for SMEs
HubSpot starts affordable and gets expensive fast. If you are weighing up a move, here is how to assess your options, protect your data, and switch without disrupting your sales process.
B2B email nurture: what to send prospects who aren't ready yet
Most B2B prospects don't buy the first time they hear from you. Here is a practical framework, built from our experience, for staying relevant over a sales cycle that runs weeks or months, to save your leads from fizzling out.
The CRM Kickstarter training has been a game changer for our business. Rather than changing our CRM, it turns out all we needed was help with best practices and workflows. With Jamie's help, we've now improved our business processes and customised our CRM. I would highly recommend SME Software Help to anyone feeling stuck!
Get in touch
Let's talk
Tell us about your business and what you're trying to improve. We'll get back to you within one working day.