UK based CRM software · Oxfordshire, United Kingdom · Since 2009
UK based CRM software.
Works exactly how you want it to work.
Speak to a real person · 01295 722866
CRM Software
theCRM
“theCRM really does deliver exactly what we need”
Our modern CRM system, theCRM, was designed to be flexible. Rapidly configure theCRM to work exactly how you work and make it extremely easy to use.
- Manage anything: your whole customer journey in one place, from marketing and sales, to projects, jobs and customer service, all in one place.
- AI enabled: an AI trust framework to put you in control of your data, mixed with embedded AI so you can choose how to optimise your business.
- Connects to your data: Microsoft 365, Outlook, Xero, Sage, WhatsApp, Twilio, Mailchimp, Constant Contact, SAP, Dynamics, Barbour ABI. Any API or database.
- Rapid deployment: purpose built with rapid delivery in mind. Provide your organisation with enterprise grade CRM at a much more sensible price.
- Secure: two-factor authentication, single sign-on and encrypted fields, hosted in the UK or on your own servers.
CRM Service
UK based CRM experts since 2009
No overseas call centre or reseller with dependencies.
CRM-UK is a UK based CRM software company. We design, build, onboard, host and support theCRM ourselves. When you call us, you speak to the UK team that knows the software.
- UK CRM software: built by our own developers, so we can shape it to your business rather than the other way round.
- UK hosted: your data stays in an ISO 27001 UK data centre, or on your own servers.
- UK support: telephone and email support from our UK team, 09:00 to 17:30, Monday to Friday.
Solutions
Set up for the way your sector works
theCRM starts from a configuration we've refined in your industry, then we adjust it to your own process.
50% time saved producing quotes
“CRM-UK provided functionality that was not previously possible”
15% growth in first quarter
1st high value customer saved in 2 weeks
Construction
Ditch your spreadsheets and silos of data, manage everything in one place, from Marketing and Bids, to Projects, Skills and Plant.
CRM for constructionManufacturing
Integrate your product catalogues, make quotes and follow ups, all integrated with your ERP and accounts system.
CRM for manufacturingHire and rental
Quote for hire equipment, stock availability, schedule delivery and maintenance jobs. Everything in one place.
CRM for hire companiesSMEs
Simple and easy to adopt. Better value and flexible enough to build around your business.
CRM for SMEsWhy companies switch
Get exactly what you want
Built around your process
Add your own records, fields and workflows. Enter a contact before their company or job before company if that's how you want to work. Manage any process in one place.
Out of the box or customised exactly as you want
Quickly get up and running with theCRM how it comes out of the box, or customise theCRM exactly to your needs. No generic fields, all your data, exactly where you need it.
Connects to your existing systems
Outlook and Microsoft 365, AI platforms, Xero, Sage, SAP, Dynamics, WhatsApp, Twilio, Mailchimp, Constant Contact, Syspro, Epicor, websites, forms. Integrate anything with an API, MCP connector or database.
Your data stays in the UK
ISO 27001 and PCI DSS data centre in a nuclear bunker, daily backups, or deployed on your own servers.
A UK based team
Call a real person in a real office, that knows how your CRM works inside out.
96% of support queries are resolved by first-line support.
Pricing that doesn't punish growth
One simple and transparent pricing model. No freemium or unpredictable upgrade costs. And no need for a business analyst to calculate your pricing.
Price certainty and great value.
Since working with CRM-UK our systems haven't been down at all. Sales team targets are now being met due to the faster search and the ability to link with our stock and hire systems and our web page. Our sales have increased by 15% in the first quarter.
FAQ
Questions buyers ask us
What is theCRM?
theCRM is customer relationship management (CRM) software designed, built and supported by CRM-UK in Banbury, Oxfordshire. It covers marketing, sales pipeline, quoting, project delivery, customer service and reporting, and can come out of the box or be configured around each customer's own processes rather than being a generic CRM with fixed templates and a rigid architecture.
How much does theCRM cost?
£35 per user per month for the software, with unlimited contacts and companies, UK hosted and UK support. Getting set up is a one-off project (configuration, data migration, training and handover) that we quote for you after a demo. Integrations and other optional extras are quoted as you need them. See pricing.
Where is my data hosted?
UK hosted, the cloud based CRM software service runs in a data centre 100 metres underground in a former nuclear bunker, accredited to ISO 27001 and PCI DSS. Daily backups are kept for three months. theCRM can also be installed on your own servers.
Does theCRM integrate with other systems?
Yes. theCRM has industry standard APIs and also connects to many systems that don't have APIs. See Integrations.
Does theCRM integrate with Barbour ABI and Glenigan?
Yes. theCRM imports construction projects and prospective clients from Barbour ABI and Glenigan automatically, so new leads arrive in your pipeline without re-keying. See CRM for construction.
Can we move across from our current CRM?
Yes. We are experts at migrating data and have migrated hundreds of systems. In fact theCRM has APIs configured to easily migrate customers from Salesforce, HubSpot, GoldVision and many other systems.
Data migration is a standard part of your set-up project.
Rockall Safety, for example, moved from Act! to theCRM and grew sales 15% in the first quarter. See the case study.
How long does implementation take?
Days rather than months. The standard configuration is ready quickly. As an example, Aggregate Industries was deployed within one week, see the case study. More tailored set-ups are scoped with you first.
Can theCRM be installed on-premise?
Yes. You can choose UK cloud hosting managed by us or have theCRM deployed on-premise on your own network. All customers get their own database instance and fully managed upgrades. Neville Lumb, as an example, switched to on-premise during implementation to connect theCRM to their Kerridge ERP system.
Does theCRM work on mobile?
Yes. The interface is responsive and works in the browser on phones, tablets and desktops. There is also an app that can run a subset of your data, so field and site teams can update records, upload photos, dictate meeting notes and get customer signatures while working on the move.