CRM & AI Consultancy · London, UK
CRM and AI
consultancy that
delivers.
20+ years of Salesforce expertise. AI automation live in days. UK-based, outcome-first, no lock-in.
What we do
Two disciplines.
One consultancy.
We operate across two distinct practice areas. Engage us for one, the other, or both.
01 — What we do
Two disciplines.
One consultancy.
CRM Mates is the only UK firm combining deep CRM expertise with a fully deployed AI product suite. We work across both — separately or together, depending on where you are.
CRM Consultancy
20+ years of hands-on Salesforce experience, plus deep expertise in HubSpot, Microsoft Dynamics, and Zoho. We implement, migrate, optimise, and train — with zero waffle and clean data from day one.
View CRM services →AI Automation
We deploy AI agents that answer calls, manage inboxes, post social content, and book appointments — around the clock. Through MatesSuite, we can have you live in 5 days. We also build bespoke AI workflows via n8n.
Explore MatesSuite →02 — Services
What we build for you
Practical engagements with clear outcomes. Every service is delivery-first — no open-ended retainers, no vague consulting.
CRM Implementation
Full setup configured for how your team actually works — with clean data from day one. Live in 6–8 weeks.
Get started →CRMCRM Migration
We move your data cleanly — no data loss, no downtime, no surprises. We've done it dozens of times.
Get started →CRMCRM Optimisation
If your CRM isn't being used properly or your reports are wrong, we fix it — and tell you why it went wrong in the first place.
Get started →AIAI Strategy & Audit
We tell you honestly where AI will help your business — and where it won't. Then we build a roadmap you can act on tomorrow.
Get started →AIAI Agent Deployment
Voice agents, chatbots, email responders, social managers. We deploy, configure, and maintain them. You go live in 5 days.
See MatesSuite →AIWorkflow Automation
n8n and API workflows that eliminate manual tasks, connect your CRM and tools, and free your team to focus on what matters.
Get started →03 — MatesSuite
Six AI agents.
One complete workforce.
MatesSuite is our AI product suite — six agents that run independently or together, handling calls, emails, social media, appointments, and reservations 24 hours a day. We set it up. We maintain it. You get the results.
04 — Why CRM Mates
The consultancy that does it properly.
Not a marketplace. Not a platform. A specialist UK consultancy with a track record and a clear opinion on how this should be done.
Deep CRM expertise
20+ years on Salesforce, HubSpot, and Dynamics. We've seen every edge case and know where implementations go wrong.
CRM plus AI — one firm
We are the only UK consultancy that covers both disciplines properly. No handoffs, no gaps between strategy and execution.
UK-based, GDPR-aware
Headquartered in Covent Garden, London. UK timezone, UK data protection standards, and people you can actually call.
Practical, not theoretical
Every engagement ends with something working. We deliver roadmaps you can act on, not decks you file away.
06 — Client feedback
What clients say.
MatesVoice answered 94 calls in the first month. We didn't miss a single lead — including a vendor instruction that came through at 10pm on a Friday.
Our email response rate improved by over 400%. Clients now think we have a full customer service team. In reality it's just MatesInbox running quietly in the background.
We went from posting twice a month to five times a week. Our LinkedIn following grew 38% in 60 days and we landed three new clients directly from the content.
07 — Get started
Ready to get more from your CRM — or explore what AI can do?
Book a free 30-minute discovery call, or send us a message and we'll be in touch the same day.