CRM Implementation and Development

Design, configure and optimise CRM platforms that improve visibility, accountability and commercial performance.

A CRM system should do more than store contact details.

When implemented correctly, it becomes the central engine for sales management, customer visibility and revenue forecasting. When implemented poorly, it becomes an underused, inaccurate database that teams avoid.

Avrion delivers CRM implementation and development services that match technology with real business processes, ensuring adoption, clarity and long term scalability is viable

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Why CRM implementations often fail

Many CRM projects struggle because:

Sales processes are not clearly defined before deployment
Overconfiguration creates complexity
User adoption is not prioritised
Reporting requirements are unclear
Data is unreliable
Integration with finance and marketing is overlooked

CRM should support how your teams sell, not force users into unnatural workflows.

A well-executed CRM project enables you to:

Define and enforce structured sales stages
Improve forecast accuracy
Centralise customer and account visibility
Reduce reliance on spreadsheets
Connect sales, marketing and finance data
Strengthen performance management
Improve data accuracy

The objective is commercial clarity, not technical complexity.

Custom CRM development

Where required, we extend CRM capability with:

Custom modules
Bespoke fields and workflows
Integration connectors
Automated process design
Advanced reporting layers

Making sure your CRM environment evolves with your business.

CRM integration and systems unification

CRM rarely operates alone.

We ensure it works with:

Finance and ERP systems
Marketing automation platforms
Document and contract tools
Business intelligence and reporting solutions

Creating a connected commercial infrastructure.

Built for scalability

CRM must support growth.

We design implementations that are:

Secure and permission-controlled
Governed with clear ownership
Structured for accurate reporting
Flexible enough to adapt as teams expand

Preventing future rework and operational disruption.

The Avrion approach to CRM implementation

We combine company-specific strategic design with technical execution.

Our approach includes:

Mapping your end to end sales journey
Defining qualification and exit criteria
Designing pipeline stages that reflect reality
Matching data capture with reporting needs
Configuring workflows and automation
Integrating with finance, quoting and marketing systems
Delivering structured training and adoption support

This ensures CRM becomes embedded in the way your organisation operates.

Concerned your CRM is underperforming?

If adoption is low, forecasting lacks accuracy or reporting is inconsistent, a Business Health Check can identify structural gaps.

We assess:

Sales process patterns
Data quality and capture
Workflow effectiveness
Integration and reporting maturity

Providing structured, commercially focused recommendations.

Planning a new CRM implementation?

If you are evaluating platforms or replacing an underperforming system, a structured discovery conversation will help define the right way forward.

We help you:

Clarify commercial objectives
Avoid overconfiguration
Align CRM with growth strategy
Build a scalable digital foundation

What do our customers say?

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”

Satish Ghaghada – CWC

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”

Karen Leggatt – Classic Grand Touring

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie