Follow-up goes quiet
Next actions sit in inboxes or personal reminders, so good opportunities disappear from view.
Signal Shift CRM
Move sales out of spreadsheets. Into a pipeline that works.
Get leads, deals, follow-up, customer history and reporting into one configured CRM—then launch it properly with clean data and a team that knows what to do next.
From £12 per user / monthImplementation scoped separately
Typical launch: 1–3 weeks
Typical launch: 1–3 weeks
Built for the moment you outgrow the sheet
Your sales process should not depend on somebody remembering.
Signal Shift CRM is for small teams taking their first serious step into CRM—or replacing a platform that never became the way the team actually sells.
The pipeline cannot be trusted
Stages mean different things to different people and the forecast has to be rebuilt manually.
Customer context is scattered
Emails, calls, notes and commercial history are split across people and tools.
The current CRM is underused
It is too generic, too cluttered or was switched on without the setup and adoption work.
The shift
From fragmented tracking to one dependable sales rhythm.
Before Signal Shift CRM
- Leads spread across sheets, inboxes and notes
- Follow-up depends on individual memory
- Pipeline stages are inconsistent or outdated
- Managers ask for another manual report
- The customer story is hard to reconstruct
With a working CRM
- Every lead and deal has an owner and next step
- Pipeline stages reflect how the team actually sells
- Activity and customer history stay together
- Core dashboards are ready when managers need them
- The team starts from one shared picture
CRM core
The essentials, implemented—not merely switched on.
The system starts with a repeatable CRM foundation and is configured around your sales process, roles, data and priorities.
Leads, contacts and accounts
One customer history with the right ownership, context and commercial information.
Pipeline and deals
Clear stages, values, next actions and views for reps and managers.
Follow-up and appointments
Tasks, reminders, assignment and calendars that make action obvious.
Dashboards and reporting
Useful performance and pipeline visibility without another Excel rebuild.
Automation and AI options
Remove repetitive updates and use AI where it supports real sales work.
Migration and launch
Move the agreed data, test the setup and support the team through go-live.
Extend the core
Make the CRM fit the sale—not the other way around.
When the essentials are working, add the pieces that create an advantage: quoting, approvals, commissions, appointment workflows, customer portals, advanced reporting or AI grounded in the right CRM data.
- Connect Gmail, Outlook, calendars and lead sources
- Join finance, proposals and delivery where the handoff matters
- Phase advanced workflows instead of overloading the first launch
Connect your sales stack
Keep the tools around the pipeline working together.
Email, calendars, lead sources, finance and automation tools can connect at the points where information needs to move—without replacing useful platforms.
Gmail
Outlook
Calendly
Apollo
Xero
QuickBooks
ZapierPlus Much More
CRM plans
Clear access pricing. Implementation shaped around you.
The subscription covers ongoing CRM access. Initial configuration, migration, training, integrations and any custom work are scoped as a separate implementation so you know exactly what the launch includes.
Standard
Core CRM
For teams that need a dependable sales foundation.
£12per user / month, billed annually
Core capability
- Leads, contacts, accounts and deals
- Configurable pipeline stages
- Tasks, ownership and appointments
Visibility & access
- Core dashboards and reporting
- Email and calendar connections
- Mobile access for the team
Monthly billing: £15 per user / month.
Pro Suite
AI-enabled sales workflows
For teams that need advanced automation, stronger control and practical AI.
£20per user / month, billed annually
Build on Standard
- Advanced automation and approvals
- Quoting and commercial workflows
- Wider dashboards and reporting
AI & extensions
- AI-assisted drafting and next-step support
- Scheduling and specialist modules
- Portal and integration options
Monthly billing: £25 per user / month. Final plan fit and implementation scope are confirmed before launch.
Implementation
From scattered data to a working CRM in four clear steps.
Confirm fit
Map the sales process, users, data, integrations and must-have outcomes.
Configure
Set stages, fields, ownership, permissions, views and core workflows.
Migrate & test
Move the agreed data, connect the tools and check the real sales journeys.
Go live
Train the team, support the switch and agree the next improvements.
CRM questions
What small teams usually want to know.
A CRM only succeeds if the commercial case and the adoption plan both make sense.
Is Signal Shift CRM its own software?
Signal Shift provides the CRM service and the guided implementation around it. Your proposal sets out the platform access, the configuration being delivered, any integrations or custom work, and the ongoing costs so the arrangement is clear before you proceed.
Can you move us from Excel or another CRM?
Yes. Migration is planned around the quality, volume and structure of the existing data. We agree what moves, map it into the new model, test the import and identify anything that needs cleaning or manual review.
What is included in the per-user price?
The per-user price is for ongoing CRM access at the selected plan. Initial setup, migration, training, integrations and bespoke extensions are scoped separately because the effort varies significantly between businesses.
Can we begin with Standard and add more later?
Yes. A focused core is often the best way to earn adoption. Advanced reporting, automation, quoting, AI or wider operational connections can be phased once the team is working confidently in the CRM.
What if the problem goes beyond sales?
If the customer journey needs to continue through jobs, stock, service, finance or a specialist internal process, Signal Shift Operations or Custom may be the better starting point. We will help you choose.
A proper CRM, properly launched
Tell us how sales works today.
Share the current tools, approximate number of users and the point where leads or deals become hard to manage. We will help shape the sensible first step.
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