CRM automation · United Kingdom

CRM Automation in the UK

ZAPSHERE provides CRM Automation for businesses in London, Manchester, Birmingham, Leeds and across the UK, with meetings in UK business hours (9am to 5pm), prices in GBP and no lock-in contracts.

Leads arrive from the website, phone, WhatsApp, ads and social messages. When they live in different inboxes, some are never followed up.

ZAPSHERE sets up and automates your CRM so every lead lands in one place, is assigned to the right person, and moves through a clear pipeline with reminders and automatic follow-ups.

Illustration
New 3
Tom · GarageMOT booking
Contacted 2
Lena · CaféCatering quote
Booked 4
Raj · ClinicConsultation
Won 6
Mia · HotelWedding block
Sarah · DentalImplant enquiry
Score 86 · Hot
10:02New lead from Google Ads · scored 86
10:03✓ Follow-up task set for tomorrow 10:00
Fri✓ Moved to Won · owner notified
Good to know

CRM and UK GDPR

A CRM holds personal data, so UK GDPR applies: a lawful basis for each contact, clear retention periods and the ability to handle access or deletion requests. We set up fields and processes that make this easy.

UK
Local time now15:36
Prices inGBP £
WhatsApp+44 7990 257117
In working hours
What's included

What's included

Tap any item, or let it play.

Included01 / 07
Part of the service

CRM selection or audit (HubSpot, Zoho, Pipedrive and others)

CRM selection or auditPipeline and stage designLead capture from forms,Lead scoring and automaticFollow-up tasks, reminders andDashboards for leads, conversionsTeam training and documentation
How it works

How it works

1

Map your sales process

We document how leads arrive and what should happen at each stage.

2

Set up

We configure the CRM, pipelines, fields and integrations.

3

Automate

We add assignment rules, reminders and follow-up sequences.

4

Train

We train your team and support them through the first weeks.

Calls and check-ins are booked in UK business hours (9am to 5pm).

Good to know

Who it's for in the UK

Businesses with more leads than they can track in an inbox: clinics, education providers, legal and professional services, IT and manufacturing firms.

We work with businesses in London, Manchester, Birmingham, Leeds, Nottingham, Leicester, Sheffield, Lincoln.

UK
Local time now15:36
Prices inGBP £
WhatsApp+44 7990 257117
In working hours
Rules we follow

Rules we follow

UK GDPR and the Data Protection Act 2018PECR (email, SMS, calls and cookies)ASA CAP Code (advertising and influencer disclosure)DMCC Act 2024 (fake reviews ban)TPS and CTPS (marketing calls)
Pricing

Pricing in GBP

Pricing in GBPFrom £899 setup

CRM Automation: From £899 setup. Prices exclude VAT where it applies. See all UK prices.

Book a free 20-minute audit
FAQ

CRM Automation FAQs (UK)

Does our CRM need to be UK GDPR compliant?+

Yes. We help you record consent and lawful basis, set retention rules and handle data requests inside the CRM.

What does CRM Automation cost in the UK?+

From £899 setup, depending on scope. We confirm a fixed price after the free audit.

Which CRM should we use?+

It depends on your team size, budget and tools. HubSpot is easy to start with, Zoho is cost-effective, and Pipedrive suits simple sales pipelines. We recommend after a short review.

Can you move our existing data?+

Yes. We import contacts and deals from spreadsheets or your old system and clean them up.

Do we pay for the CRM licence?+

Yes, the CRM subscription is in your name. Many CRMs have free or low-cost plans to start.

Book a free audit

Find out where you're losing customers

Book a free 20-minute audit. We'll show you what stops people from finding, trusting and contacting you, and what to fix first.

Where are we losing customers right now?

In the audit we check your Google profile, your website and how enquiries are handled, and show you what to fix first.