From selection to go-live in 1–3 days
We streamline the journey: discovery, configuration, data import, training, launch, and continuous optimisation.
Stages of delivery
- Assessment & selection: we capture goals and shortlist apps.
- Configuration & integrations: roles, fields, automations, and connections.
- Onboarding & training: role-based sessions and quick reference guides.
- Go-live & optimisation: monitoring, tweaks, and success metrics.
Responsibilities are clear: we handle setup and guidance; you provide data exports and confirm processes.
Onboarding and migration
- Import contacts and products
- Connect payments and accounting
- Set access roles and approvals
- Provide training materials and a go-live runbook
Security and compliance
- Encryption in transit
- Role-based access control
- Regular backups
We operate under UK GDPR. Data Processing Addendum (DPA) available. See our Privacy Policy.
Support and SLAs
UK business-hours coverage via email, phone, and ticketing, with clear response targets. Status updates are provided during incidents.
- Email: [email protected]
- Phone: +44 20 3966 8452
- Ticketing: provided during onboarding
Process FAQs
How long does setup take?
Usually 1–3 days depending on data volume and integrations.
Can you migrate historical data?
Yes. We plan a safe import and verify records in a sandbox before go-live.
How far can we customise?
We tailor fields, roles, automations, and reports while keeping systems maintainable.
How do we exit?
We support data export and handover to ensure continuity.