CRM consultancy

We’re platform agnostic and help businesses to optimise, elevate and transform their use of CRM.

A group of icons surrounding a large icon in the centre of a laptop with a puzzle piece representing CRM consultancy.

We’re dedicated to supporting B2B, B2C, and NFP clients to deliver positive ROI through CRM

Marketing’s more complex than ever. To stay ahead, your CRM strategy needs to be agile and ever evolving.

Our approach is built around the optimisation, elevation and transformation of CRM. We focus on providing day-to-day management of CRM, supporting the key aspects of programme delivery – from planning and implementation to project management and comms development, through to measurement and reporting.

Working with the technology our clients have in place, our consultancy covers operational infrastructure and architecture analysis, helping clients maximise their resources and budget. We also see the bigger picture. With services like Performance Marketing and a range of products and methods, we help clients reach their CRM goals – while supporting their wider marketing efforts too.

We’re platform agnostic and partner with a range of MarTech platform providers. Our model is flexible – whether you want a classic outsourced agency setup, a hybrid approach of in-house or embedded teams, or fractional CRM. This collaborative way of working helps us develop closer relationships with stakeholders and gain a deeper understanding of the organisations in which they work.

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Optimise, Elevate and Transform your CRM programme

Get expert guidance and support for your CRM needs. 

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What we can do for you.

Fractional CRM

Full on CRM. At a fraction. Whether your budget is limited, internal resources are stretched, or hiring full-time CRM expertise is out of reach, we can help.

Embedded teams

As a result of this collaborative way of working, we develop closer relationships with stakeholders and a deeper understanding of the organisations in which they work.

End-to-end management

We’re as happy running your entire programme as we are individual elements or tactical campaigns. We can provide immediate capability to support your delivery requirement with a flexible resource.

Our approach

We offer everything from platform onboarding, API integration, and data planning, to customer journey planning, email design, email build and platform management.

Using our proven Optimise, Elevate, Transform approach, we’ll help you quickly demonstrate ROI whilst delivering on your KPIs, giving you the confidence to take the next steps and supercharge your CRM capabilities.

CRM consultancy from Flourish - Optimise (bird spreading wings)

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Optimise

We optimise your current CRM function to maximise its potential.
CRM consultancy from Flourish - Elevate (Goat on a hill)

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Elevate

We elevate capabilities to improve results and accelerate towards your vision.
CRM Consultancy from Flourish - chameleon - Transform

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Transform

We create and deliver consumer-centric strategies and programmes with genuine cross-channel capabilities.

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