Coacto

What Coacto does

Coacto is a privately held UK Salesforce and ERP consultancy headquartered in Cheltenham, founded in 2016 by Paul Harris. The firm sells professional services around the Salesforce platform — including implementation, custom development and integration, CRM migration from legacy systems, user adoption consulting, and tiered support with SLAs — rather than a proprietary software product. Its technical approach follows a no-code, low-code, high-code philosophy, prioritizing standard Salesforce functionality before resorting to custom development, and it acts as a registered Salesforce partner and Ascent ERP Solutions Partner.

Coacto generates revenue primarily through project-based implementation engagements, with secondary streams in ongoing support (hourly ad-hoc and retainer arrangements under P1/P2/P3 SLAs) and Salesforce training. Its go-to-market is sales-led, anchored by free consultation calls and direct outreach, complemented by a community-led motion through the founder-run Cotswolds Salesforce Community Group. Marketing channels include content marketing via a regular technical blog, organic social on LinkedIn/X/Facebook/YouTube, SEO, and earned media through regional awards and B2B directory listings.

The firm targets UK businesses of varying sizes — particularly in manufacturing, education, healthcare, nonprofit, and financial services — that are outgrowing legacy CRM systems or rely on spreadsheets. It extends its solution surface through a partnership ecosystem that includes Beaufort 12 (Mailchimp integration), Zenkraft (shipping across 200+ carriers), Aedon (accounting), MigrateData (data migration), and AppExchange apps such as Sign Made Easy and Docs Made Easy.

Name

Coacto

Legal name

Coacto Ltd

Website

https://coacto.co.uk

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Coacto is a privately held UK Salesforce and Ascent ERP consultancy based in Cheltenham that implements, integrates, and supports CRM systems for UK businesses across manufacturing, education, healthcare, and mid-market verticals, operating on a project-based and retainer professional services model.

Ownership category

akta.pro rank

Product category

Salesforce CRM Consulting

NAICS

Custom Computer Programming Services (541511), Business Support Services (5614)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA), Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Salesforce consulting
• CRM implementation
• ERP integration services
• Salesforce support
• CRM migration

Headquarters

HQ city

Cheltenham

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Consulting and Implementation Services: Professional services revenue from Salesforce implementation, configuration, development, and integration projects. Billed on project basis with discovery, solutioning, configuration, testing phases.
2. Support Services: Ongoing support services with tiered service level agreements (P1/P2/P3) for issue resolution. Can be billed hourly/ad-hoc or via retainer arrangements.
3. Training Services: Salesforce training services tailored to client needs, delivered as part of implementation or as standalone offering.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Coacto is a UK-based Salesforce consultancy delivering end-to-end CRM implementation, configuration, development, and integration services, alongside Ascent ERP solutions. They help businesses eliminate CRM and ERP pain points through discovery, solutioning, configuration, testing, user adoption, and ongoing tiered SLA-based support. The firm operates on a no-code, low-code, high-code philosophy, prioritising standard Salesforce functionality and AppExchange accelerators before custom development.

Product overview

Coacto is a Salesforce consultancy offering professional services rather than a software product company. Their portfolio centers on Salesforce CRM implementation, integration, and ongoing support, supplemented by Ascent ERP solutions for manufacturing and supply chain businesses. Services include implementation, custom development/integration, helpdesk support with tiered SLAs, CRM migration from legacy systems, and training. They also resell and implement AppExchange accelerators including document generation (Docs Made Easy) and e-signature (Sign Made Easy) tools. The company operates on a no-code, low-code, high-code philosophy, preferring standard platform capabilities before customization.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Implementation Services End-to-end Salesforce CRM implementation services including discovery, configuration, deployment, and go-live support for businesses transitioning to or optimising Salesforce.
• Development and Integration Custom Salesforce development and system integration services connecting Salesforce CRM with external applications like SAP, Hansa ERP, Sage, and Ascent ERP, following a no code, low code, high code approach.
• Help, Support and Training Ongoing Salesforce support and training services focused on adoption, advice, and coaching. Available on project or retainer basis, including hourly ad-hoc support.
• CRM Migration Services Strategic migration services helping organizations transition from legacy CRM systems including ACT!, Commence, Sage, HubSpot, and NetSuite to cloud-based Salesforce CRM.
• Ascent ERP Solutions Ascent ERP implementation and integration services on the Salesforce platform, providing enterprise resource planning capabilities for manufacturing, supply chain, and distribution businesses.

Quantifiable outcome

• Enabled Book Fair company to move hundreds of thousands of items per week
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

Feature3 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Salesforce SupermumsminorImplementation/ SI/ Consulting Partner · 1 January 2023Training partnership with Salesforce Supermums to help train new recruits and support team members through Salesforce certifications.
• SalesforcecoreChannel Partner/ Reseller/ DistributorRegistered Salesforce partner authorized to resell and implement Salesforce products and services. Specializes in Salesforce CRM implementation, integration, configuration, and ongoing support across various Salesforce clouds and products.
• Ascent ERP SolutionscoreTechnology or IntegrationAscent Solutions Partner specializing in ERP integration with Salesforce CRM. Growing partnership means customers get the very best of Salesforce and ERP expertise and support. Has enabled successful implementations for book fair companies and manufacturing businesses.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Girikon: Salesforce consultancy offering implementation, integration, and support services. Comparable as a similarly sized Salesforce SI focused on CRM/ERP transformations for SMEs and mid-market.
• Damco Solutions: IT services firm with a dedicated Salesforce practice offering consulting, implementation, and integration. Comparable as a competing Salesforce partner in CRM/ERP delivery.
• Absyz (Salesforce Consulting): Salesforce-focused consultancy providing implementation, integration, and managed services to mid-market clients. Comparable as a similarly positioned Salesforce SI competing for CRM/ERP projects.
• Persistent Systems (Salesforce Practice): Global Salesforce Summit Partner with a large CRM/ERP implementation practice. Comparable as a Salesforce consultancy serving manufacturing/distribution, though at significantly larger scale.
• Simplus (Infosys Salesforce): Salesforce-focused consultancy (acquired by Infosys) specializing in CRM implementations and managed services. Directly comparable as a Salesforce SI serving similar mid-market use cases.
• Slalom (Salesforce Practice): Consulting firm with a substantial global Salesforce practice focused on mid-market and enterprise CRM transformations. Comparable as a competing Salesforce implementation partner for UK clients.
• 360 Degree Cloud: UK-based Salesforce-focused consultancy offering implementation, integration, and managed services. Directly comparable as a regional Salesforce SI competing for similar UK mid-market CRM transformation deals.

Broad incumbents

• Accenture (Salesforce Practice): Global consulting incumbent with a large Salesforce Business Group. Competes for the same UK enterprise CRM transformations Coacto targets, but at much larger scale and broader portfolio.
• Deloitte Digital: Big Four advisory with a sizable Salesforce implementation practice. Comparable as an incumbent SI offering Salesforce services as part of a wider transformation portfolio.

Regional players

• Civica: UK-based technology and business process services firm serving public sector and regulated industries with CRM/ERP implementations. Comparable as a regional UK IT services peer with overlapping CRM delivery capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/consultcoacto
• YouTubeyoutube.com/channel/UCU2JS2SsUNBkNdMnzFddEzA
• Facebookfacebook.com/coactoltd
• LinkedInlinkedin.com/company/coacto-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coacto