CRM for SMEs

CRM for SMEs: Scalable solutions for small & medium businesses

Is your team outgrowing spreadsheets or battling a clunky CRM? We help UK-based SMEs find and implement CRM systems that actually work for them.

The reality for growing SMEs

You're managing contacts in spreadsheets or disjointed systems

You can’t easily see Best Practice – what works and doesn’t

It’s not helping you control costs or risks

Your current CRM isn’t supporting your growth - it's hindering it

You know you need change but aren’t sure where to start

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How we help SMEs transform their business with CRM

At Collier Pickard, we specialise in working with small to medium B2B businesses to deliver CRM solutions that are:

Right-sized

Built to support your current operations and scale with your growth.

Tailored

Based on proven platforms like Maximizer and Creatio, adapted to your unique needs.

Supported

Backed by our salaried, UK-based, team with 30+ years of CRM consultancy experience.

That’s three wins: Increased revenue, reduced costs and minimised risks.

We work with you to understand your requirements, then implement a CRM system that improves your business processes, not complicates them.

Not sure what direction to take? Let’s work it through together.

When your current setup isn’t delivering, and the next move feels unclear, you need a clear, structured way to plan your future. That’s where the GROW framework helps – giving you the clarity and confidence to make decisions that drive real value.

Goal

Define what success looks like for your business. What do you want to improve, simplify, or achieve?

Reality

Get a clear view of where things stand today: what works, what doesn’t, and what’s holding you back.

Options

Explore practical paths forward – not just the software options, but how each one could shape your culture, processes, and customer experience. Know the pros and cons before you commit.

Way forward

Choose a plan that turns strategy into action – so you move forward with clarity, confidence, and buy-in across the team.

It’s not about picking a platform. It’s about choosing the right move for your business – with practical advice that helps you realise real-world benefits.

What you get working with us

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CRM implementation

Tailored to your business, using proven platforms

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Expert consultancy

Define your needs and get system recommendations

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Scalable setup

Systems that grow with your team, not restrict it

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UK-based support

Accessible help from real people who know CRM

What our clients say

For over three decades, Collier Pickard has supported hundreds of businesses.

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“We wouldn’t be able to run our business this way without a really productive CRM system, which is why we have been working with our CRM for so many years.  Over this time, we have continually enhanced our use of the product, taking advantage of the upgrades as they became available. We have also been helped by the support from our partner, Collier Pickard, especially when we take on something new. Our latest example is Collier Pickard’s Head of Support – Robbie Brand – who has made an important contribution to getting our contact scoring to work.”

Brian Hume – Martec

Let’s talk about CRM that works for you

Whether you're starting from scratch or looking to upgrade, we can help you get CRM right - from day one.

Book a free intro call

Or leave your details and we’ll be in touch within one business day.

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Trusted by UK SMEs across industries

Why choose Collier Pickard

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We don’t just deliver CRM projects - we help businesses turn challenges into opportunities for growth, clarity, and control.

You get independent advice shaped around your needs, not tied to any one platform - so your system fits your business, not the other way around.

You benefit from 30+ years of experience, giving you a shortcut to smarter decisions and avoiding costly mistakes.

You gain a CRM setup that simplifies processes, improves visibility, aligns your teams, and scales as you grow.

You move from strategy to action with a practical plan, backed by the support you need to see it through - giving you confidence, clarity, and a clear path to ROI.

Ready to stop wrestling with spreadsheets or sub-par CRM?

Let’s build a CRM system that empowers your sales, service, and marketing teams.

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