Customer Relationship Management (CRM)

Power your sales, marketing, and customer success with CRM systems that drive real business outcomes

Your CRM should be more than a contact list — it should be a strategic engine for growth. At AMB360, we design and implement CRM systems that empower marketing teams, streamline sales processes, and deepen customer relationships. Whether you’re scaling fast or trying to get more out of your existing tools, we bring clarity, structure, and automation to the heart of your customer data.

From strategy and setup to integrations, training, and optimisation, we make sure your CRM isn’t just set up — it’s set up for success.

CRM strategy that aligns with your business goals

We begin by understanding how your business acquires, engages, and retains customers. From there, we define your ideal CRM architecture, workflows, and data structure — whether you’re focused on inbound leads, outbound ABM, eCommerce lifecycle marketing, or post-sale support. Our goal isn’t just to install a tool — it’s to create a system that mirrors your commercial objectives and drives better outcomes across every team.

Automation, segmentation and personalisation

CRMs should do more than store data — they should act on it. We build automation systems that save time, reduce manual work, and improve conversion. From lead scoring and lifecycle tracking to campaign triggers and email sequencing, we create CRM setups that respond intelligently to customer behaviour. We also set up segmentation and personalisation tools that help marketing and sales deliver the right message at the right time.

Platform setup, migration and implementation

Whether you’re starting from scratch or migrating from another platform, we handle the heavy lifting. We design and build scalable CRM instances in HubSpot, Salesforce, Zoho, ActiveCampaign, and more — including custom object creation, pipeline configuration, field mapping, user permissions, automation flows, and integrations with your existing stack. Clean, efficient, and ready to grow with your business.

Team training and enablement

Even the best CRM won’t work if your team doesn’t know how to use it. That’s why we include tailored training sessions, playbooks, and support for sales, marketing, and customer success teams. Whether it’s helping SDRs manage leads efficiently or empowering marketers to launch segmented campaigns, we make sure your people feel confident — and your CRM becomes a core driver of day-to-day performance.

What we deliver

We deliver full-spectrum CRM support — from initial strategy and platform selection to hands-on implementation and enablement. That includes system audits, contact segmentation, custom field creation, lead scoring models, marketing and sales workflows, email automation, and full tech stack integrations. We ensure everything is aligned with your commercial goals and fully operational from day one.

Frequently asked questions

What CRM platforms do you support and recommend?

We work with a range of CRM platforms including HubSpot, Salesforce, Zoho, ActiveCampaign, and others. Platform choice depends on your goals, size, and stack. We’ll help you choose the best-fit solution — or optimise your existing setup — to ensure it supports your sales, marketing, and customer service needs both now and as you scale.

Can you help us migrate from one CRM to another without losing data?

Yes, we handle full CRM migrations — including data mapping, field matching, duplicate prevention, and integration setup. Whether you're moving from Excel sheets or a legacy system to a modern CRM like HubSpot or Salesforce, we make the transition smooth and risk-free. Your records stay clean, your automations stay active, and your team gets onboarded quickly.

How do you integrate CRMs with other tools like email platforms or analytics?

We build custom integrations between your CRM and tools like Google Analytics, Klaviyo, Mailchimp, LinkedIn Ads, Slack, Calendly, Shopify, and more. This allows for true cross-platform automation and insight — where activity in one system triggers smart actions in another. The result: no silos, no manual exports, just seamless data flow and action.

Do you help with CRM strategy and not just technical setup?What’s your approach to copy and messaging?

Absolutely. In fact, we start every CRM project with a strategic audit — looking at your funnel stages, lead sources, sales process, and customer journey. We then design your CRM around that flow, ensuring every field, workflow, and automation supports the actual way your business works. It’s not just about tools — it’s about growth alignment.

What kind of training and support do you offer post-implementation?

We provide hands-on training for sales, marketing, and operations teams — tailored to their specific use cases. This includes CRM playbooks, live walkthroughs, video tutorials, and ongoing support as needed. We also offer retainers or project-based support to help you keep improving your system over time as your team grows or your goals evolve.

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Let’s build a CRM system that doesn’t just store your data — but activates it to grow your business.

Let’s talk business. But you first.

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Want to talk to us to find out how we can deliver growth for your business? Simply fill out the form and one of the team will be in contact with you as soon as possible.