Services

CRM Setup, Automation & Consultancy for UK Small Businesses & SMEs

SME Software Help provides independent CRM consultancy for UK small and medium businesses. Choose a single area to improve, or tackle several at once. We work alongside your team, not as another vendor.

CRM setup, migration and training

Migration, setup, customisation & training

End-to-end CRM adoption and migration. We handle the data, the configuration, and the training so your team hits the ground running.

Move from spreadsheets and documents to a tailored CRM system
Migrate from your existing CRM to a new platform without losing your data
Set up sales pipelines to manage and convert opportunities consistently

See CRM case studies

Email marketing and platform setup

Re-platforming, fresh build, lead management

Comprehensive marketing platform help, to improve performance and make campaign execution less time-consuming.

Migrate from one marketing platform to another with minimal disruption
New platform setup with best-practice journeys and list hygiene
Deploy web forms, tracking, and lead conversion improvements

See marketing case studies

Business workflow automation

Reduce manual processes & save time

Automation setup, review, and process improvement across your business systems.

Automated lead management - add website form submissions directly to your CRM
Improve conversion with follow-up reminders and automated email nurture
Connect systems with integrations to reduce manual data entry

See client work

Software selection and advisory

Stack review, roadmap & independent advice

An honest, vendor-neutral assessment of your current software stack, with practical advice on what to change and why.

Current-state assessment and clear recommendations
Vendor selection support and evaluation against your specific needs
A delivery plan prioritised for impact, not complexity

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Ready to simplify your software?

Let's discuss which service will have the most impact for your business.

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