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 / monthStandard setup from £500
Tailored work quoted separately
Tailored work quoted separately
Built for the moment you outgrow the sheet
Your sales process should not depend on somebody remembering.
Signal Shift CRM is for SMEs 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- Pipeline stages are inconsistent or outdated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: specialist approvals, commissions, customer portals, deeper 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
Core CRM for everyday work. Pro Suite for AI assistance.
The subscription covers ongoing CRM access. Ready-to-use Core CRM implementation is £500 once; AI-enabled Pro Suite is £1,000 once. Configuration for your process, migration, training, integrations and custom work are quoted separately.
Standard
Core CRM
For teams that want to manage customers, sales and appointments in one place.
£12per user / month, billed annually
Customers and sales
- Leads, contacts, companies and configurable pipelines
- Tasks, reminders, notes and customer history
- Branded quotes, customer acceptance and invoices
Team and visibility
- Team calendar, appointments and staff roles
- Log selected emails by BCC or forwarding; send meeting invitations
- Reports, saved views and simple automation templates
Monthly billing: £15 per user / month.
Compare Core CRM pricing
Need a tailored setup?Request a consultation
Standard one-time implementation: £500Customised implementation quoted to scope.
Pro Suite
AI-enabled CRM
Everything in Core CRM, with AI assistance across your team’s work.
£20per user / month, billed annually
Everything in Core CRM, plus
- An AI assistant that uses the CRM records each user can access
- Customer and deal summaries with suggested next steps
- Meeting briefs and draft quote or email wording
Research and control
- Sourced public-company research
- Suggested tasks and record changes for staff to review
- A shared AI usage pool with administrator controls
Monthly billing: £25 per user / month. Tailored work is quoted separately.
Compare Pro Suite pricing
Need a tailored setup?Request a consultation
Standard one-time implementation: £1,000Customised implementation quoted to scope.
Pro Suite includes a shared AI usage pool. Additional usage is agreed before charges apply.
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 SMEs 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 with either a ready-to-use Standard setup or guided implementation. The fixed setup and access charges are shown on the pricing page; tailored work is set out in a proposal 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. Ready-to-use Core CRM implementation is £500 once; AI-enabled Pro Suite is £1,000 once. Tailored configuration, migration, training, integrations and bespoke extensions are scoped separately because the effort varies between businesses.
Can we begin with Standard and add more later?
Yes. A focused core is often the best way to earn adoption. Deeper reporting, tailored automation, 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 Launch 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.
Prefer email? [email protected]