Why Concise CRM?

To release the true benefits of CRM, you need a partner that listens. Our ‘business-first’ approach solves your challenges by blending technology and culture together into a tailored roadmap, every time.

Creative Supportive Insightful Enthusiastic Open Concise Understanding Partnership Excellence Integrity
We combine imagination with practicality to deliver creative solutions
We empathise with your challenges and focus on finding resolutions
We are perceptive and share insights that provide new perspectives
Positive, energetic and focused on finding the right solutions for your needs
Honest, approachable, and straight-forward in every way we engage
Intelligent, detailed advice delivered in a relevant, succinct way
We actively listen and seek to understand before making recommendations
A true business partner, working in partnership with your teams and resources
Industry experts with unrivalled knowledge, driven to excel and exceed expectations
Genuinely authentic, we work to the highest standards and never fail to deliver commitments


Experienced professionals

Our team includes the industry’s most experienced and knowledgeable individuals.  We work to the highest standards and always deliver our commitments while exceeding your expectations.

Concise recommendations

We listen to what you want to achieve and give you best-practice recommendations delivered in a relevant, succinct way without industry jargon.

Practical, user-led solutions

Our capability-rich solutions and recommendations are designed with your users firmly front-of-mind, to ensure they are effectively embedded into your day-to-day business and culture.

Tangible value

Our solutions give you a single view of customers for greater business insight, sales and marketing efficiency and customer value and retention.

Maximising existing investment

Our solutions fully integrate with Microsoft Office to empower your teams to collaborate using familiar tools such as Outlook email, meeting requests and even Yammer.

Solutions for every step

You may be planning your first CRM system, looking to enhance an existing one, or migrating to Dynamics CRM.  Wherever you are, we’ll support your ideas, add insight and deliver roadmap solutions that create positive business change.

A true CRM partner

We share your goals and work in partnership with your internal teams at every step of your CRM journey - well beyond delivery and ‘support’ phases – to ensure ongoing success.