Platform implementation
HubSpot, Pipedrive, Zoho, Salesforce and Dynamics configured for the sales and service process, with the integrations London teams need.
CRM Development · London (Dagenham)
CRM Development Company in London
CRM systems for London sales and service teams: every enquiry captured with its source, answered fast, followed up automatically under PECR, and reported to the number the business runs on.
London businesses lose enquiries in the gap between marketing and sales. A lead from Google, a call from a directory, a form from the website and a referral from a partner arrive in four places, get answered by whoever is free, and are followed up if someone remembers. The CRM that was bought to fix this is either unused or a contact list nobody trusts.
Infynix Solutions implements and builds CRM systems for London and South East businesses from our office in Dagenham. Where HubSpot, Pipedrive, Zoho, Salesforce or Microsoft Dynamics fits, we implement and extend it with the integrations, automation and reporting the team actually needs. Where the sales or service process is unusual, such as multi-stage professional services engagements, property lettings and sales, membership organisations or B2B with account hierarchies and credit terms, we build custom.
The rules are part of the design. UK GDPR governs how customer data is held; PECR governs marketing emails, texts and calls and the consent behind them; the ICO enforces both, and sector rules apply on top for financial, legal and healthcare firms. A CRM that automates marketing to people who never consented is a complaint waiting to happen.
Professional services firms, property agencies, clinics and practices, home improvement and trades businesses, B2B and SaaS companies, membership bodies, education providers and any business whose sales team is working from an inbox and a spreadsheet.
How we work
- 01
Discover
A paid discovery phase producing a scoped roadmap you own outright.
- 02
Architect
Data model, integrations and infrastructure agreed before code.
- 03
Build
Fortnightly demos, working software, no black box.
- 04
Hand over
Your repositories, your infrastructure, documented.
CRM services for London
Custom CRM development
Bespoke systems for processes no package supports, built on mainstream frameworks and owned by you.
Lead capture and routing
Forms, tracked calls, chat, portals and inboxes captured with source, deduplicated and routed by rule within seconds.
Sales automation
Follow-up sequences, task creation, reminders and escalation so no lead goes cold, with consent respected.
Marketing integration
Google, Meta and LinkedIn leads captured instantly and outcomes sent back as offline conversions.
Accounting integration
Deals to invoices in Xero, Sage or QuickBooks without re-keying, with payment status back on the deal.
Reporting and dashboards
Response times, conversion by source, pipeline value and salesperson performance in one view.
Migration and training
Data moved from spreadsheets or an old CRM, cleaned, and the team trained on their own process.
Built for UK selling
PECR-compliant automation
Email, SMS and call marketing only where consent or the soft opt-in allows, recorded on the contact.
UK GDPR by design
Lawful basis, retention and subject access handled from inside the CRM.
Call tracking
Calls attributed to source and keyword and logged against the contact.
Microsoft 365 and Google
Email, calendar and Teams integration so activity is logged without effort.
Companies House lookup
Business customers validated and enriched from the register.
Quotes and e-signature
Proposals generated from the deal and signed electronically.
Sector rules
FCA, SRA and CQC considerations built into templates and workflows where they apply.
Full ownership
Accounts, data and integrations in your name from day one.
Implementation stages
| Stage | Typical timeline | Output |
|---|---|---|
| Sales process workshop | 1 week | The real process mapped, lead definition agreed |
| Configuration or build | 2 to 6 weeks | Pipelines, fields, automation, integrations live |
| Integrations | 1 to 4 weeks | Calls, ads, accounting, Microsoft 365 connected |
| Migration | 1 to 2 weeks | Contacts and deals cleaned and loaded |
| Training and go-live | 1 week | Team trained on their own process |
| Optimisation | Monthly | Reports reviewed, automation tuned |
CRM for London sectors
Professional services
Enquiry to engagement with conflict checks, onboarding and time and billing links.
Property agencies
Applicants, viewings, offers, lettings and sales progression with portal leads captured.
Clinics and practices
Enquiry to consultation to treatment with reminders and health data handled properly.
Home improvement and trades
Quotes, surveys, follow-ups and reviews for high-value local jobs.
B2B and SaaS
Account hierarchies, pipeline stages, renewals and customer success in one system.
Membership and education
Joining, renewals, admissions and communications with consent managed.
How we engage
Platform implementation
HubSpot, Pipedrive, Zoho, Salesforce or Dynamics configured and integrated as a fixed-scope project.
Custom build
A bespoke CRM specified, built and handed over in your name.
CRM rescue
Fixing a CRM the team stopped using, rebuilt around how they actually sell.
Managed CRM
Ongoing administration, reporting, automation and integration maintenance.
Speed to lead is the first metric
A London enquiry for a solicitor, a dental implant, a kitchen or a lettings valuation has usually gone to three companies at once. The one that responds first, usefully, wins the meeting. A CRM that captures the lead and creates a task for tomorrow has already lost it.
We build capture and routing so a lead from any source reaches the right person within seconds, with an automatic acknowledgement, escalation if nobody responds, and response time reported by person and source so the manager can see who is fast.
Seconds, not hours
Leads routed by rule the moment they arrive.
Instant acknowledgement
Email or SMS where consent allows.
Escalation
Unanswered leads reassigned automatically.
Response time reported
By salesperson and by source.
Automation that stays on the right side of PECR
PECR requires consent for marketing emails and texts to individuals, allows a soft opt-in for existing customers in defined circumstances, and the ICO fines businesses that get it wrong. A CRM sequence that emails every contact who ever enquired is a breach. So is a text campaign to a purchased list.
We build consent into the contact record, configure sequences so marketing messages go only where the basis exists, keep service and transactional messages separate, and record every decision, so the automation works and the business is protected.
Consent on the record
Basis, source and date stored per channel.
Sequences gated
Marketing only where consent or soft opt-in applies.
Service messages separate
Transactional communications handled distinctly.
Evidence kept
Every decision logged for the ICO or an auditor.
Feeding outcomes back to the ads
Most London lead generation runs on Google and Meta, and those platforms optimise for whatever they are told is a conversion. Tell them a form fill and they find form fillers. Tell them a qualified lead, confirmed by the sales team in the CRM, and they find more of those.
We connect the platforms so leads land in the CRM in seconds and qualification and closed deals go back as offline conversions, and we report cost per qualified lead by campaign rather than cost per form, with call tracking so phone enquiries count too.
Instant capture
Google, Meta and LinkedIn leads in the CRM in seconds.
Offline conversions
Qualified leads and deals sent back to the platforms.
Calls counted
Tracked calls attributed and logged.
Cost per qualified lead
Reported by campaign.
One record from enquiry to invoice
A CRM that stops at the closed deal leaves the finance team re-keying customers into Xero and the salesperson unaware that the invoice is overdue. The record should run from first enquiry to paid invoice, with the accounting package as the ledger and the CRM as the relationship.
We integrate the CRM with Xero, Sage or QuickBooks so deals become invoices without re-keying, payment status appears on the deal, and account managers see what a customer is worth and whether they pay on time.
Deals to invoices
Posted to the accounting package with the right details.
Payment status back
Overdue and paid visible on the deal.
Customer value visible
Revenue and payment history on the account.
No double entry
Customers created once, in both systems.
CRM for London sales teams from Dagenham
Infynix Solutions' UK company is at 39 Becontree Avenue, Dagenham, and builds CRM systems for sales and service teams across Greater London and the South East. The first workshop happens in your office with the people who actually sell, because the process they follow is never the one in the document.
The discovery call is free. Bring your lead sources and last month's response times, if you have them.
Frequently Asked Questions
Should we use HubSpot, Pipedrive, Salesforce, Dynamics or a custom CRM?
It depends on the process and the systems around it. Most London teams are well served by a platform implemented and extended properly; unusual processes sometimes justify custom. The workshop tells you which, and we say honestly if a cheaper platform will do.
How much does a CRM implementation cost in London?
We do not quote from a rate card. The workshop establishes the process, integrations and migration involved, and the proposal is a fixed price for that scope with managed CRM quoted separately.
Is the automation compliant with PECR and UK GDPR?
Yes. Consent is stored per channel on the contact, marketing sequences run only where the basis exists, service messages are kept separate, retention rules run and every decision is logged.
Can you track phone calls?
Yes. Dynamic call tracking attributes calls to source and keyword, logs them against the contact and reports them alongside forms and chat.
Does it integrate with Xero, Sage or QuickBooks?
Yes. Deals become invoices without re-keying, payment status appears on the deal, and customers are created once in both systems.
Can it work with Microsoft 365 and Teams?
Yes. Email, calendar and Teams integration logs activity automatically, and approvals and notifications can run inside Teams.
How long does an implementation take?
Four to ten weeks for most London businesses, from the sales workshop to go-live, with integrations and migration inside that window.
Can you migrate our existing CRM or spreadsheets?
Yes. Contacts, deals and history are cleaned and loaded, and the team is trained on their own process rather than a generic one.
Where are you based?
Dagenham, in Greater London. Workshops and training happen in your office; configuration and support run from ours.
Can the CRM handle multiple offices or brands?
Yes. Separate pipelines, teams, templates and reporting per office or brand, with group-level visibility for management and rules that keep leads with the right business.
Do you provide quoting and e-signature?
Yes. Proposals and quotes are generated from the deal with your pricing rules, sent for e-signature, and the signed document is stored on the record with the deal moved automatically.
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Talk to Infynix About CRM Development in London
Tell us what you are trying to grow and we will tell you honestly whether we are the right people for it.
39 Becontree Avenue, Dagenham, Greater London RM8 2UH+44 7436 670553 · office@infynixsolutions.co.uk