What CRM Cloud does

CRM Cloud (legally CRM Cloud Ltd, trading as CRMC) is a privately held, founder-owned independent Customer Relationship Management (CRM) consultancy and systems integrator headquartered in Worcester, United Kingdom, with primary service focus on small and medium enterprises in Birmingham, London and the wider UK. Founded in 1998 (per company copyright) and operating since at least 2007, the firm is a multi-vendor channel partner implementing, customising, training and supporting third-party CRM platforms rather than building proprietary software. Its portfolio of supported platforms spans Salesforce (since 2008), Microsoft Dynamics 365, HubSpot, Pipeliner CRM, Sage CRM, GoldMine CRM and Quotewerks (since 1999), with delivery supported by remote-screen-share tools (Citrix GoToAssist) and on-premise or in-office CRM Clinics.

The company sells professional services — CRM Discovery (a structured three-stage selection methodology), CRM Audit and Review, Scoping and Functional System Design, customisation and development, data migration, project management, and structured training (including LinkedIn/social selling workshops) — alongside recurring annual support contracts with Service Level Agreements, dedicated account management, and an annual Customer Satisfaction Survey conducted since 2003. Go-to-market is sales-led and consultative, progressing from CRM Clinics (webinars or in-office visits) through to formal engagements, with referral flow from long-tenured clients and vendor partners.

Revenue is derived almost entirely from project-based professional services engagements supplemented by recurring support-contract renewals. The firm has no disclosed funding rounds, no public revenue, and operates with 1–10 employees from a single Worcester office, indicative of a micro-consultancy/lifestyle practice rather than a scaling services firm. Its most significant capital asset is the accumulated multi-vendor expertise of its consultants — including individuals with 19+ years on GoldMine and 8+ years on Salesforce — and its proprietary Discovery methodology refined over 18 years.

Name

CRM Cloud

Legal name

CRM Cloud Ltd

Website

https://thecrmcloud.co.uk

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

CRM Cloud is a UK-based, founder-owned independent CRM consultancy (Worcester) implementing, training and supporting third-party platforms — Salesforce, Microsoft Dynamics 365, HubSpot, Pipeliner, Sage CRM, GoldMine and Quotewerks — for small and medium enterprises in Birmingham, London and the wider UK.

Ownership category

akta.pro rank

Product category

CRM Consulting Services

NAICS

Computer Systems Design and Related Services (54151)

akta.pro primary industry

CRM Implementation & Systems Integration (BPAFAFAB)

akta.pro secondary industries

CRM Implementation & Customization Services (BPAEAGAC), CRM Strategy & Consulting (BPAFAFAA), CRM Managed Services & Support (BPAEAGAD)

Keywords

• CRM consulting services
• CRM implementation services
• Salesforce consulting
• CRM software training
• CRM system support

Headquarters

HQ city

Worcester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. CRM Consultancy and Implementation Services: Professional services revenue from CRM consulting engagements, including CRM Discovery, software selection, scoping and design, project management, customisation and development, and data migration services. Revenue is project-based and one-time per engagement, though clients may engage for multiple phases or subsequent projects.
2. CRM Training Services: Training services including CRM User Foundation Training, Advanced/Customised Intermediate Training, Administrator Training, CRM Coaching, Social CRM Training (LinkedIn workshops), and Report Writing Training. Delivered as in-company custom workshops, public workshops, or bite-size coaching modules.
3. Ongoing Support and Helpdesk Services: Annual support contracts including Account Management with dedicated Account Manager, Technical Support and Helpdesk with Service Level Agreements (SLAs), Annual Customer Satisfaction Survey, and optional Platinum Support Plan with managed services days. Recurring revenue from support contract renewals.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

CRM Cloud is an independent UK CRM consultancy that provides CRM software consulting, implementation, customisation, training, and ongoing support services for third-party CRM platforms including Salesforce, Microsoft Dynamics 365, HubSpot, Pipeliner, Sage CRM, GoldMine, and Quotewerks. The firm delivers a structured CRM Discovery process, scoping and design, customisation/development, training (including LinkedIn social selling), and annual support contracts with SLAs to small and medium enterprises primarily in Birmingham, London, and the wider UK.

Product overview

CRM Cloud is an independent CRM consultancy offering implementation, customization, training, and support services for a portfolio of third-party CRM platforms rather than a proprietary product. The core product portfolio includes Salesforce CRM (cloud), Microsoft Dynamics 365 CRM (cloud), Hubspot (cloud marketing automation), Pipeliner CRM (visual/hybrid cloud), Sage CRM (cloud/on-premise), GoldMine CRM (partner-hosted), and QuoteWerks (cloud/on-premise quotation software with QuoteValet web quoting module). The company provides associated services including CRM Discovery (selection process), CRM Audit and Review, Scoping and Design, Customisations and Development, Training Services, Project Management, and Support Services. AI capabilities are delivered through vendor platforms (Microsoft Copilot/Dynamics 365 Copilot for Sales) offering generative AI, knowledge retrieval, and process automation features.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce CRM Cloud-based CRM platform offered via implementation and reseller services by CRM Cloud; provides sales automation, marketing automation, and customer service functionality across Essentials, Professional, Enterprise, and Unlimited editions with Lightning user experience.
• Microsoft Dynamics 365 CRM Microsoft Dynamics 365 CRM offered via implementation, customisation, and support services by CRM Cloud; available as monthly cloud subscription with Sales, Customer Service, Marketing, and Professional Service Automation modules, and native Microsoft Office Outlook integration.
• HubSpot CRM and Marketing Automation Cloud-based CRM and marketing automation platform offered via implementation, integration, and marketing automation services by CRM Cloud; focused on lead generation, lead nurturing, and managing the buyer's journey through Awareness, Consideration, and Decision stages.
• Pipeliner CRM Visual CRM platform offered via implementation, customisation, and training by CRM Cloud; hybrid cloud application with offline access and automatic synchronisation, Visual Sales Opportunity Processes, Account/Contact Management, and integrations with MS Office, Outlook, Office 365, and Gmail; priced from £6 to £65 per user per month.
• Sage CRM CRM platform offered via implementation, customisation, and support by CRM Cloud with 17+ years of consultancy experience; available as Partner Hosted Cloud or On-Premise deployment in Standard and Advanced editions with mobile support and business process automation.
• GoldMine CRM Marketing-automation and CRM suite offered via implementation, training, consultancy, and support by CRM Cloud with 19+ years experience; features Sales Automation, contact management, scheduling, diary management, project management, reporting, and dashboards; available in Premium, Cloud, Web, and Mobile editions.
• Quotewerks Sales quotation and proposal software offered via implementation, customisation, training, and support by CRM Cloud since 1999; integrates with multiple CRM systems (Salesforce, MS Dynamics, GoldMine, ACT!, SalesLogix, SugarCRM, Maximizer) and accounting software (QuickBooks, Sage 50); available cloud-hosted or on-premise with visual report designer.
• QuoteValet Interactive web quoting add-on module offered alongside Quotewerks by CRM Cloud; publishes quotes to the web, emails clients links, tracks quote views, collects credit card payments, and enables approval/peer review with mobile and iPad support.
• CRM Discovery Process Proprietary three-stage CRM evaluation methodology delivered by CRM Cloud; produces a product-agnostic requirements document and high-level CRM recommendations via fact-finding (CRM Checklist/questionnaire), software selection meeting, and software evaluations/presentation.
• CRM System Support Services Ongoing CRM helpdesk and managed support service delivered by CRM Cloud; includes dedicated Account Management, Technical Support with SLAs, annual Customer Satisfaction Survey (since 2003), optional Platinum Support Plan with managed services days, and remote screen-sharing via Citrix GoToAssist.
• CRM System Training Services Training services delivered by CRM Cloud covering CRM User Foundation, Advanced/Intermediate, Administrator, CRM Coaching, Social CRM/LinkedIn, and Report Writing; delivered as in-company custom workshops, public workshops, or bite-size coaching modules.
• CRM Customisations and Development CRM custom development service delivered by CRM Cloud; includes prototyping on development environments, CRM integration, User Acceptance Testing (UAT), and requirements gathering for complex CRM implementations.
• CRM Scoping and Design Scoping workshop service delivered by CRM Cloud; produces Functional System Design (FSD) documentation covering integration, reporting, and data migration, plus data migration/import services using templates and import software utilities, with Agile workshops for smaller clients.
• CRM Audit and Review Annual CRM audit and review service delivered by CRM Cloud; evaluates original CRM rationale, lessons learned, gaps in existing CRM, and proposes alternatives including Email Marketing, Social Media, and Marketing Automation integrations.
• CRM Project Management Project management service delivered by CRM Cloud covering Selection and Vendor Qualification, Vendor Negotiation, and Client Project Management; with expertise in budget control, migration/integration, user adoption, project scope, and vendor management.
• LinkedIn Training Social selling training workshops delivered by CRM Cloud covering LinkedIn for sales and marketing teams; over 30 workshops conducted to date, with in-company custom workshop format including a 3-hour workshop plus embedded coaching follow-up sessions and CRM integration guidance.

Quantifiable outcome

• Clients fully operational within days using Pipeliner CRM through bespoke templated approach
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability8 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• QuotewerkscoreChannel Partner/ Reseller/ DistributorCRM Cloud (CRMC) has been a Quotewerks Partner since 1999, making this a 25+ year partnership. They have been involved in many Quotewerks implementations and have the skills and experience to help clients improve sales quotation productivity and efficiency. They offer scoping, design, customisations, training, and support specifically for Quotewerks.
• SalesforcecoreChannel Partner/ Reseller/ DistributorCRM Cloud is an authorised Salesforce CRM consultancy partner with 8+ years of day-to-day experience since 2008. They offer Salesforce implementation, onboarding packages (Silver, Gold, Platinum), customisation, training, and support. They have a network of specialist consultants and trainers.
• Microsoft Dynamics 365coreChannel Partner/ Reseller/ DistributorCRM Cloud provides Microsoft Dynamics CRM/Dynamics 365 implementation, consulting, and support services. They have extensive experience with Dynamics CRM 2016 and the Dynamics 365 platform including Sales, Customer Service, Marketing, and Professional Service Automation modules. They recommend Dynamics 365 exclusively as a cloud application via monthly subscription.
• HubSpotcoreChannel Partner/ Reseller/ DistributorCRM Cloud partnered with HubSpot to help clients with lead generation, lead nurturing, and marketing automation. CRM Cloud selected HubSpot after a six-month search and trial of multiple marketing automation packages. They offer HubSpot implementation and integration with CRM systems.
• Pipeliner CRMcoreChannel Partner/ Reseller/ DistributorCRM Cloud is a Pipeliner CRM partner. They offer implementation, customisation packages, and training for Pipeliner CRM's Personal Plus, Starter, Business, and Enterprise editions. They have developed three tailored customisation and training packages to fast-track clients to CRM success with Pipeliner.
• Sage CRMcoreChannel Partner/ Reseller/ DistributorCRM Cloud has worked with Sage CRM for over 17 years, providing implementation, customisation, and support. They offer Sage CRM Standard and Advanced editions as Partner Hosted Cloud or On-Premise deployments. They supply references and live examples from their extensive experience.
• GoldMine CRMcoreChannel Partner/ Reseller/ DistributorCRM Cloud provides GoldMine CRM training, consultancy, and implementation with a support/helpdesk team having over 19 years GoldMine experience each. They offer GoldMine Premium Edition, GoldMine Cloud, GoldMine for Web, and GoldMine Mobile. They also recommend add-on products based on 19 years experience.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Concurrency: Microsoft-focused digital consultancy specializing in Dynamics 365, Power Platform, and Azure implementations. Directly comparable to CRM Cloud's Dynamics 365 practice and target SME/mid-market customer profile.
• Coastal Cloud: Salesforce Summit-tier consulting partner specializing in CRM implementations, integrations, and managed services. Comparable to CRM Cloud's Salesforce consultancy line, though larger and more US-centric.
• Itransition: Global software development and CRM consultancy offering implementation, customization, and integration services across multiple CRM platforms including Salesforce, Microsoft Dynamics, and HubSpot. Directly comparable to CRM Cloud as a vendor-agnostic CRM implementation partner serving mid-market clients.
• Simplus (an Infosys company): Salesforce-focused consultancy (now part of Infosys) offering implementation, integration, and managed services. Highly comparable to CRM Cloud's Salesforce practice and serves as an example of the consolidation trajectory independent CRM consultancies may face.
• Girikon: Salesforce and Microsoft Dynamics implementation partner offering consulting, customization, and integration services. Comparable to CRM Cloud as an independent CRM consultancy delivering multi-vendor implementation projects, though typically operating at a larger scale.
• ScienceSoft: IT consultancy with a dedicated CRM practice covering Salesforce, Microsoft Dynamics 365, and HubSpot implementations, customizations, and integrations. Comparable to CRM Cloud as a multi-platform CRM systems integrator targeting mid-market and enterprise customers.

Broad incumbents

• Bluewolf (an IBM company): IBM-owned Salesforce consultancy providing CRM implementation, advisory, and managed services. Comparable as a multi-vendor CRM partner and illustrates the acquisition path available to specialized consultancies such as CRM Cloud.
• Slalom: Large global consultancy with a substantial CRM and customer experience practice spanning Salesforce, Microsoft, and Adobe. Comparable as a multi-platform CRM transformation partner, but operates at significantly larger scale and broader geographic footprint.
• Accenture: Global systems integrator with one of the largest CRM/digital transformation practices, including extensive Salesforce and Microsoft Dynamics delivery. Represents the upper-bound incumbent competitor for CRM implementation engagements.
• Perficient: Large US digital consultancy with deep CRM (Salesforce, Microsoft, Oracle) implementation capabilities. Overlaps with CRM Cloud's service portfolio but serves a broader enterprise client base across multiple geographies.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/theCRMCloud
• LinkedInlinkedin.com/company/crm-cloud-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 CRM Cloud