About Us
Certi CRM was founded on a simple belief: businesses should be getting far more from their customer relationships.
Time and time again, we saw valuable customer data sits unused, and CRM treated as a supporting tool rather than a core business function. Sales and Marketing teams focus on acquiring new customers, yet the opportunities sitting within their existing databases are often overlooked.
Certi CRM exists to change that.
Built around the belief that CRM should be at the heart of how a business operates, Certi CRM helps businesses connect their teams and systems, make better use of their data and create more meaningful customer journeys.
From choosing and implementing the right technology to developing smarter processes, targeted campaigns and long-term CRM strategies, the focus is always on making CRM work harder for your business.
Because your customer database is more than a list of contacts. It’s an opportunity to build loyalty, encourage repeat purchases and create sustainable growth.
Got Questions? We’ve Got Answers
What is CRM, and what does it do?
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CRM stands for Customer Relationship Management. It combines the strategy, processes and technology businesses use to understand and manage customer relationships.
By using insights such as purchase history, customer preferences and location alongside business information like product launches and service improvements, CRM helps you deliver more relevant communications, strengthen loyalty, encourage repeat purchases and generate referrals.
Do I need to have an existing CRM to work with Certi CRM?
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Not at all. Certi CRM can guide you through vendor selection, implementation and setup, so you have expert support at every stage. Alternatively, we can take full ownership of your CRM through an ongoing monthly service. Get in touch to explore the right approach for your business.
Can Certi CRM help a small business with very little customer data?
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Absolutely. If you're starting out, we can help you identify and source relevant prospect data to build your database. Already have customer information in spreadsheets? That's fine too. We'll help you organise and migrate your data into a CRM where it can be put to work.
How does CRM work with our existing systems?
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Integration is at the heart of what we do. Certi CRM helps connect your technology so information can flow between your systems and your chosen CRM. Our goal is to establish your CRM as a reliable source of truth, giving your teams a more complete view of your customers and enabling better-informed decisions.
What marketing activity can CRM support?
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From loyalty programmes and abandoned basket automations to seasonal email campaigns, SMS, push notifications, feedback initiatives and customer satisfaction programmes, CRM can support a wide range of marketing activity.
As a general rule, if you have meaningful customer data, there may be an opportunity to use it to create more relevant communications and drive better results.
How long does it take to set up a CRM?
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It depends on your business, your existing technology and the complexity of your requirements. A straightforward setup may take weeks, while more complex implementations can take several months.
Our scoping sessions help us understand your needs, define the right approach and establish a realistic timeline for your project.
What payment methods do you accept?
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We issue invoices with payment details and accepted payment terms clearly outlined. Payments can be made directly to our business bank account via bank transfer.
Do you offer ongoing CRM support?
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Yes! We offer ongoing CRM management, optimisation and strategic support tailored to your business needs, helping you get lasting value from your CRM as your business grows.