What it helps with
- Tracking enquiries, proposals and renewals through to a decision
- Consolidating contact records held across spreadsheets and mailboxes
- Reporting on pipeline, conversion and relationship history
ATJ Technology Advisory
CRM and Sales
A CRM keeps relationship and pipeline information in one place so that follow-up does not depend on individual inboxes and spreadsheets.
What we assess
- Data migration and de-duplication effort, which usually exceeds licence cost
- Lawful basis and consent records for marketing contact under UK GDPR
- Whether the team will realistically maintain the records day to day
Getting to a shortlist: CRM and Sales
We are vendor-neutral, so we do not publish a ranked product list. Specific tools are shortlisted against your documented process, constraints and budget during a Business Efficiency and AI Audit or an advisory session, alongside the cost of configuration, migration and training.
Other categories
AI Productivity
Assistants that support drafting, summarising and research, with a person accountable for every output.
Workflow Automation
Platforms that connect existing systems and remove repetitive, rules-based administration.
Customer Service
Shared inboxes, ticketing and self-service tools that make response times visible and manageable.
Ready to see where your operations lose time and money?
Start with a Business Efficiency and AI Audit, or book a discovery call to talk through monthly transformation support.