Selecting CRM Software

At Collier Pickard we pride ourselves on our stance as independent CRM consultants. This means that we’ll do our very best to ensure that you end up with the CRM system that’s right for you. Our years of experience in the field have led us to recognise that there are some systems that can be considered “best in breed”, and that have proven themselves to be flexible, reliable and cost-effective systems time and time again. We consider the following five systems to be robust, reliable and adaptive to many different industries, but remember: if we don’t think they’re the right fit for your business, we’ll help you find the CRM software that is.

Creatio BPM & CRM

Creatio (formerly bpm’online) is a great low-code, BPM & CRM platform that merges Sales, Marketing and Service into one versatile package.

Infor CRM

Infor CRM

Infor is CRM without compromise. Offering unparalleled flexibility & control in how you deploy, use and pay for CRM.

Maximizer CRM

Maximizer CRM

Benefit from a large enterprise system built with a Small to Medium Enterprise (SME) focus and price with Maximizer CRM.

Microsoft Dynamics CRM Support

Microsoft Dynamics CRM

Uncompromising CRM that works the way professional services firms do. With strong Outlook integration and mobile access.


Advisor247 CRM

Advisor247 CRM works to meet the unique needs of your business, integrating with applications from a secure online platform.

Metis Professional Services CRM Support

CRM Enhancements

Metis CRM for Professional Services firms provides a full suite of business development and client relationship management tools to help firms win more clients, develop relationships and retain business.

winning software

Want to super-charge your CRM system?

We’ve hand-picked a selection of CRM add-on programs designed to make your system even more powerful. From marketing automation software to Business Intelligence (BI), you’ll be surprised about just what you can learn from your customers’ activity.

View CRM Add-Ons