Whether you're replacing spreadsheets, modernising legacy systems, or rolling out a new CRM, we help UK SMEs and enterprise teams implement Salesforce CRM and Microsoft Dynamics 365 CRM around their workflows, reporting needs, and growth goals.
No obligation · 30-minute consult · Clear next steps
Trusted by teams across industries
As a trusted CRM implementation partner, Evangelist Apps helps you choose the right platform, map the right workflows, and deliver a rollout that fits your team, data, and sales process.
Our approach combines discovery, configuration, data migration, training, and real-world adoption support so your CRM becomes a useful system your teams actually use.
Our Services
Our CRM implementation services in UK cover the full rollout for platforms such as Salesforce and Microsoft Dynamics 365: discovery and planning, platform selection and solution design, data migration and cleanup, integrations and workflow automation, dashboards and permissions, and training, go-live and support.
We review your current process, data structure and business goals to define a rollout that is practical, measurable and aligned to your team structure.
If you are deciding between platforms or refining your scope, we help shape the right CRM architecture, user roles and workflow logic before implementation begins.
We prepare, map and migrate customer data carefully so your new CRM starts with cleaner records and less operational noise.
We connect the CRM to the tools your teams already use, reducing manual work and improving consistency across systems.
We configure views, reports and access controls so leaders get visibility while teams only see what they need.
We guide your users through training, testing and launch so the rollout is smoother and adoption is stronger after go-live.
CRM Platforms & Implementation
We help SMEs and enterprise teams implement Salesforce CRM and Microsoft Dynamics 365 CRM with the right configuration, workflows, integrations, and reporting foundations to support scalable business operations.
Best for: Sales-led and fast-growing teams
For organisations that need a flexible, scalable CRM for pipeline visibility, lead management, account tracking, automated follow-ups, and sales process optimisation.
Key capabilities
Best for: Microsoft-first organisations and enterprise operations
For teams already invested in the Microsoft ecosystem and looking for a CRM that integrates naturally with broader business tools, reporting workflows, and operational systems.
Key capabilities
Best for: SMEs that need practical, lean CRM rollouts
For smaller teams that need a focused implementation plan, faster onboarding, and scalable CRM foundations without unnecessary complexity or bloated scope.
Key capabilities
We support organisations that need CRM implementation services for different stages of growth and operational complexity.
Put structure around lead handling, follow-up and customer visibility without overbuilding the system.
Align multi-team workflows, permissions and reporting across departments and locations.
Improve case handling, service visibility and handover between teams.
Modernise CRM processes without disrupting existing operations or integrations.
Tools & platforms
We implement CRM systems and connected tools that support real sales, service and reporting workflows. The right stack depends on your team size, existing systems and growth plans, so we tailor the setup to fit your operation.
We will help you select, configure and connect the tools that support your implementation goals.
Our Development Approach
We keep delivery structured and transparent so internal stakeholders know what is happening, what comes next and what decisions are required.
We understand your goals, users, pain points and current systems.
We define the rollout plan, data model, workflows and integration priorities.
We configure the CRM to fit your business processes and reporting needs.
We clean, map and move data, then validate the system before launch.
We prepare users, support launch and reduce friction during adoption.
We review usage, address gaps and refine the system after rollout.
Why Choose Us
Evangelist Apps is a UK-based CRM implementation partner that focuses on adoption, not just configuration. We combine commercial thinking with technical delivery, scale our approach for SMEs and enterprises alike, and integrate your CRM with the systems your teams already use.
Work with a team that understands local expectations, communication style and delivery clarity.
We design for the way people work, not just for feature lists.
Our process supports governance, visibility and scale for larger teams.
We keep smaller implementations focused on value, speed and usability.
We plan around the systems you already rely on, so the CRM fits into your wider stack.
We handle CRM development, configuration, migration and implementation in one connected delivery flow.
Talk to us about your current setup, platform choice, and implementation goals.
Industries we serve
We tailor CRM implementation services to the operational workflows, reporting structures, and customer management processes of each sector, so the system fits the way your teams already work. We shape CRM rollouts around real business operations, not generic templates.
Common CRM implementation goals across sectors
Best for: Consultancies, agencies, advisory firms
Centralise client communication, pipeline management, project visibility, and relationship tracking across teams.
Best for: Product-led and growth-focused teams
Improve lead routing, sales workflows, onboarding visibility, customer success tracking, and lifecycle reporting.
Best for: Regulated and relationship-driven operations
Support account management, reporting consistency, approval workflows, and customer engagement tracking.
Best for: Multi-team coordination and service workflows
Improve communication visibility, workflow management, referral tracking, and operational coordination.
Best for: Distributor and partner-led sales models
Manage sales pipelines, account relationships, order visibility, and customer engagement across regions and teams.
Best for: Operational and customer-facing workflows
Improve customer communication, service tracking, workflow visibility, and operational coordination.
Best for: Student and stakeholder engagement
Manage enquiries, communication journeys, admissions workflows, and stakeholder interactions more efficiently.
Best for: Member engagement and retention
Track memberships, renewals, communication workflows, and engagement activity from a centralised CRM system.
Best for: Lead-driven and relationship-focused teams
Manage property enquiries, deal stages, client communication, and follow-up workflows in one connected system.
Every industry works differently. We adapt CRM implementation around your sales cycles, reporting requirements, approval structures, customer journeys, and internal workflows to ensure the platform supports day-to-day operations effectively.
Whether you are modernising legacy processes, improving sales visibility, or centralising customer data, we can help shape a CRM implementation strategy aligned to your business model and operational needs.
Case Studies
Every project we take on is built with performance, scalability, and business goals in mind. Swipe through our case studies to see how we deliver real impact for our clients.
Membership Renewal Automation with Power Automate
Microsoft Power Automate workflow that automates corporate and individual membership renewals for a UK professional body, validating business rules and giving the membership team clear visibility.
95%
Reduction in Manual Processing
Zero
Missed Renewals
Sales Lead & Payment Analytics Dashboard
Unified Power BI dashboard giving a UK professional body real-time visibility from leads to revenue across membership products.
~65%
Reduction in Reporting Time
6-8 hrs
Saved Weekly Through Automation
Microsoft Teams Call & Meeting Analytics
Automated Teams call and meeting tracking via API, SQL, and Power BI - replacing manual reporting with accurate, real-time insight.
60%
Reduction in Manual Effort
Real-time
Power BI Dashboards
Luxury Salon Booking & Admin Platform
Mobile-first salon booking app with a Laravel admin portal on AWS - managing services, memberships, and credits in real time.
iOS + Android
Cross-Platform Flutter Build
Real-Time
Bookings & Rescheduling
Retail iOS App for In-Store Ordering
SwiftUI iOS app for in-store ordering of customisable luxury beds, with automated invoicing and Adyen payments.
300+
Stores Powered by Native iOS App
<3 Min
To Configure & Place an Order
Forum Archive iOS & Android App
Secure iOS and Android app for expert interview archives, with offline access, CoreData encryption, and screenshot prevention.
1000s
Expert Interviews Made Listenable
CoreData
Encrypted Offline Access
Custom Zoom-Based Enterprise Video Platform
Custom Zoom SDK platform with role-based access, compliance controls, and branding across web, mobile, and iOS.
Invisible
Compliance Mode with Chaperone Access
Cross-Platform
Admin Panel + Web + iOS
Secure Mobile Banking App
Mobile banking app with biometric login, 2FA, encrypted comms, and real-time alerts for a frictionless banking experience.
Biometric + 2FA
Secure Access Across Devices
Real-Time
Alerts on Every Transaction
Apple Wallet Boarding Pass Integration
First UK airline to integrate Apple Passbook - bringing e-boarding passes to iPhone and Apple Watch for millions of passengers.
1st
UK Airline to Integrate Apple Passbook
Millions
of Passengers Benefited
Local Presence
Based in the UK, we work with leadership, sales and operations teams that want clear communication and a delivery model suited to local business needs. From regional SMEs to multi-site enterprise teams, we help organisations roll out CRM systems with less disruption and better visibility.
Discuss your CRM implementation with our UK-based delivery team.
FAQ
CRM implementation usually includes discovery, solution design, configuration, data migration, integrations, testing, training and post-launch support.
Yes. We implement Salesforce for UK teams that need a structured setup aligned to their sales and service workflows.
Yes. We help teams implement Microsoft Dynamics 365 CRM with the right configuration, reporting and integration setup for their business.
Yes. We offer CRM implementation services for UK SMEs that need a practical rollout, clear priorities and fast adoption.
Yes. Training, user support and go-live planning are built into the implementation approach so the launch is smoother and better adopted.
Yes. Data migration and cleanup are part of our CRM implementation services. We move your existing customer data into the new CRM, clean it up along the way, and set up the dashboards, reporting and permissions your teams need from day one.
Yes. Integration and workflow automation are built into every rollout, so your CRM connects with the systems your teams already use and routine tasks are automated rather than handled manually.
Talk to Evangelist Apps about CRM implementation services that help your team work smarter, adopt faster and get better visibility across the customer journey.
