Your Dealmaker's OS
Full Setup
From £5,000 | 3-4 Weeks
What this gives you:
Everything in a Basic Setup, built around how your firm actually runs deals
Migration from your current system handled as part of the build
The core workflows and information access your team needs day to day
Update sweep - bespoke setup to keep your system up-to-date with minimal input, ingesting emails, calls, slack and other channels, with automatic update recommendations and 1-click approvals
Rules tuned to how your team actually works, not a generic sync
Full team training, plus 30 days of close support after go-live
How it runs:
One project, two phases:
Planning (£500, deducted from the total below) - a short review of your current setup and data, and a confirmed plan before the build starts.
Build - the full setup above, live and running.
Pricing:
From £5,000, typically more where there's:
more than around 10 people using the CRM
more complex object structure and matching logic
a legacy migration with several years of history
integrations beyond email, calendar and calls
Then £950/month to keep it running - the sweep tended, connector issues fixed, small changes made - expect 2-3 months before settled.
Want an alternative? Check my Basic Setup package
*Quoted pricing excludes software subscriptions and credits
I'm Will Sawney
You work directly with me - your single point of accountability, from first call to live system. For complex automation or data work, I bring in trusted specialists when it helps, so you get senior judgement and the right hands on the job - and never have to manage a developer yourself. One person who understands this world and takes responsibility for getting it right.