These hubs help you get straight to the guidance that matches your role — whether you’re focused on systems, sales, marketing, finance, or team performance.
Choose the hub that reflects your priorities and see how the right CRM makes your job easier, your data clearer, and your results stronger.
You manage the systems everyone else depends on. Integrations have to be solid, data needs to be trusted, and nothing should jeopardise performance or security.
A CRM should strengthen that ecosystem, not create new headaches.
Collier Pickard works across proven platforms such as Creatio, Pipedrive and Maximizer, ensuring each integrates seamlessly with your infrastructure.
Secure, documented integrations with ERP, BI, and API environments
Data migration handled safely, without disruption
Configurations that respect your governance and compliance standards
A CRM foundation that evolves alongside your stack
Integrations are designed to protect performance and security. Collier Pickard connects CRMs such as Creatio, Pipedrive, Maximizer, and Infor with ERP, BI, and API environments to create a single, stable data flow.
Not necessarily. While Collier Pickard specialises in Creatio, Pipedrive, Maximizer, and Infor, the team advises on the best fit for your environment and can guide migration or optimisation as needed.
Every integration follows UK data protection standards, with documented governance, access control, and audit trails maintained throughout configuration.
If your CRM feels like admin, it’s costing you more than time.
When tools frustrate, people disengage, data quality slips, and morale suffers.
Your CRM should be simple enough for anyone to use; fast, intuitive, and built around how your teams already work. Platforms like Creatio and Pipedrive can be configured to feel effortless, giving you visibility and your staff the confidence to keep data up to date.
Clear visibility of customers, pipeline, and performance
Systems your teams understand and actually enjoy using
Fewer manual processes and duplicated tasks
Higher retention, of both clients and employees
Adoption is designed in from day one. The system is configured to mirror how your team works; simple screens, clear actions, and processes that feel intuitive.
Yes. Collier Pickard works across platforms including Creatio, Pipedrive, Maximizer, and Infor, refining your setup rather than forcing a new one.
When systems are easy and useful, frustration drops. Teams spend less time on admin and more on productive work, which directly supports morale and retention.
You don’t need another dashboard; you need a CRM that tells you what’s real.
With clear, automated visibility, your forecasts stop being educated guesses and start becoming reliable plans.
Configured correctly, systems like Pipedrive and Creatio give instant clarity on deals, team performance, and revenue trends, freeing your team to focus on selling.
Real time visibility of every deal and stage
Forecasting that reflects reality
Automations that maintain follow ups and consistency
One shared view of the pipeline across departments
Clarity and consistency. You’ll know which deals are active, what’s forecasted, and where to focus effort, with less manual input from your team.
Yes. Automated reminders, follow ups, and pipeline updates keep opportunities moving without relying on memory or spreadsheets.
Collier Pickard regularly configures Pipedrive and Creatio for sales functions, but the best system depends on your workflow and reporting needs.
Leads come in, but somewhere between marketing and sales, the story often gets lost. Joined-up data fixes that.
When your CRM and marketing platforms work together – whether that’s Creatio, Maximizer, or another system – you get a complete picture from campaign to conversion.
You’ll know what performs, what doesn’t, and exactly where to reinvest.
End-to-end visibility from first click to closed deal
Real-time attribution and ROI dashboards
Automated lead scoring and nurturing
Data-driven insight shared across marketing, sales, and finance
By linking marketing platforms with your CRM (for example, Maximizer or Infor), every lead can be tracked from first click to closed deal, showing what truly drives revenue.
Absolutely. Automated lead scoring and nurturing ensure that qualified prospects reach sales at the right time, improving conversion rates.
Shared dashboards connect both teams, giving everyone the same view of campaigns, engagement, and outcomes.
When finance and CRM speak the same language, forecasts stop being guesswork.
You get one view of revenue, pipeline, and profitability, drawn directly from accurate, validated data.
Collier Pickard configures systems such as Maximizer, Creatio, and Pipedrive so financial reporting, reconciliation, and compliance stay consistent and audit-ready.
Live visibility of revenue and future income
Reliable data for forecasts and board reports
Integration with accounting and BI systems
Fewer manual reconciliations and faster month-end closes
Accurate CRM data creates reliable revenue and pipeline forecasts, giving finance leaders a clearer picture of short- and long-term income.
Yes. Collier Pickard connects CRMs such as Maximizer, Creatio, and Pipedrive with accounting tools like Sage and Xero for consistent data across systems.
Every configuration is built with audit trails and permissions in mind, meeting UK financial reporting and GDPR standards.
Take 30 seconds to check whether your system’s working as hard as it should.
Collier Pickard has been trading since 2004. The core team, however, has been together for more than 25 years – which means we have a great deal of experience as an independent CRM consultancy.
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