CRM & Marketing Automation Consultancy and Administration for small business, charities, education, not-for-profit and public sector

CRM & Marketing Automation Strategy and Planning

Support can be varied by your needs and includes:

  • CRM Strategy and Planning

  • Audit, review and deliver customer or buyer’s journey, customer communication plan and segmented customer communications

  • Automating your marketing

  • Support for Higher Education Universities, Further Education Colleges or Schools to choose a new CRM or Marketing Automation platform. For more information see Discovery Survey for Education

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CRM Programme Direction

Oversee and manage your new CRM Programme to deliver your business objectives whether it’s optimising an existing system or implementing a new one.

Consultancy and support services can include:

  • Managing Stakeholders and internal teams

  • Managing Suppliers

  • Ensuring the system supports the business objectives


HubSpot Implementation and Administration

Strategic, Administration and technical hands-on support to automate your marketing, sales and servicing in HubSpot

Implementations can be designed around your needs and include any of the following:

  • Forms and Landing Pages for lead capture and event registrations

  • Custom Properties and Values (database fields)

  • Communication Workflows 

  • Events and integrations with tools such as GoToWebinar

  • Email and SMS campaigns

  • Dashboards and Reporting

  • List creation and management

  • Migrating and Importing data

  • Supporting documentation

  • Deals and pipelines

  • Data structure

  • Working with your Legal department to ensure GDPR compliance and IT on any integrations

  • Training and Support via online or classroom sessions. 

If you are a University, School or College and would like support with CRM or Marketing Automation system, please see Student Recruitment CRM 


Training & Support

Training and Support designed around your needs and delivered online or in the classroom (location depending) and can include strategic and technical ‘how to guides’. Examples of previous training sessions include:

  • What is CRM and how can it support your business

  • What is Marketing Automation and how can it support your business

  • ‘How to’ step-by-step technical training for HubSpot marketing

Get in touch for further information


Indigo Iris Ltd

Surrey, United Kingdom

+44 (0) 7786 962808

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