CRM Consulting Services in the UK

United Kingdom CRM Consultants

The United Kingdom is home to some of the most trusted CRM consultancies in Europe, helping organizations navigate digital transformation, streamline sales and service operations, and maximize customer engagement. From vendor-neutral advisors to platform-specific experts, these firms bring a mix of strategy, technical know-how, and authenticity.

This curated list highlights standout UK CRM consultancies and their founders, chosen for their proven track records, client outcomes, and authentic leadership.

🔦 Methodology: How We Chose These UK-based CRM Consulting Services

To ensure transparency, our selection was guided by three pillars:

📊 Research-driven: Verified public case studies, published frameworks, and measurable outcomes.

🤝 Client-reviewed: Firms with real, positive client feedback and long-term ROI evidence.

🌍 Location-based: Founders and leadership rooted in the UK CRM market.

🌟 UK CRM Consultants -Provider Spotlights

Mareeba CRM Consulting

What they do
Mareeba provides independent CRM consultancy, guiding businesses through CRM selection, strategy, and adoption without vendor bias.

Who they work with
Mid-sized to enterprise businesses across industries.

Operating model
Vendor-neutral advisory with a long-term strategy focus.

💡 Why they stand out:

🔎 Independent, unbiased CRM expertise.

📚 Published thought leadership on CRM best practices.

🏆 Over 15 years of experience guiding UK businesses.

Richard Simon Boardman, Founder of Mareeba CRM Consulting

Richard Boardman is a respected independent CRM advisor and published contributor on CRM trends. With decades of experience, he has helped countless organizations make informed, objective CRM decisions. His leadership style prioritizes clarity, vendor neutrality, and sustainable adoption strategies.

CRM Insights

What they do
CRM Insights focuses on Microsoft Dynamics 365 and Salesforce consulting, delivering tailored solutions for customer engagement.

Who they work with
Financial services, professional services, and nonprofits.

Operating model
Partnership-led with long-term strategic support.

💡 Why they stand out:

🏦 Microsoft Dynamics 365 expertise with proven ROI.

📈 Strong delivery record in pipeline optimization.

🤝 Long-term partnerships built on measurable outcomes.

Don Wiid, Co-Founder & Director of CRM Insights

Don Wiid has a background in hands-on CRM consulting, particularly within Dynamics and Salesforce ecosystems. His leadership style is results-driven, and he is recognized for ensuring his clients achieve tangible improvements in service and sales operations.

Mike Basketter, Co-Founder & Director of CRM Insights

Mike Basketter is the Co-Founder & Director of CRM Insights, where he leads strategy and client engagement initiatives. He specializes in helping organizations unlock the full potential of their customer data through tailored CRM solutions. Mike combines technical expertise with a strategic approach to deliver measurable business impact and stronger customer relationships.

Trigg Digital

What they do
Trigg Digital is a Salesforce consultancy delivering end-to-end implementations, integrations, and managed services.

Who they work with
SaaS businesses, startups, and mid-market companies.

Operating model
Agile project delivery with a collaborative model.

💡 Why they stand out:

🚀 Specialist Salesforce consultancy.

🛠 Expertise in advanced integrations and customizations.

🌍 International reach with strong UK presence.

Steven Paul, Founder & CEO of Trigg Digital

Steven Paul has spent years working across Salesforce ecosystems, focusing on scalable solutions. His leadership style emphasizes innovation and client empowerment, ensuring organizations maximize their Salesforce investment.

Expert CRM Services Ltd

What they do
Expert CRM Services delivers Microsoft Dynamics consulting, offering implementation, optimization, and training.

Who they work with
Regulated industries and mid-market organizations.

Operating model
Project-based with client training for self-sufficiency.

💡 Why they stand out:

🧑‍💻 Advanced Microsoft Dynamics specialization.

🔐 Strong compliance focus in CRM delivery.

🎓 Training-first approach to empower client teams.

Feridun Kadir, Founder & Principal Consultant of Expert CRM Services Ltd

Feridun Kadir is a seasoned Microsoft Dynamics consultant and published technical expert. Known for authoring resources that guide the wider CRM community, he brings precision and compliance awareness to his leadership.

CRM Dynamics Limited

What they do
CRM Dynamics focuses on Microsoft Dynamics 365 consulting, especially for enterprise and public sector clients.

Who they work with
Healthcare, government, and enterprise organizations.

Operating model
Advisory-first with robust delivery frameworks.

💡 Why they stand out:

🏥 Deep sector knowledge in healthcare and public sector.

⚙️ Proven enterprise rollout methodologies.

📊 Strong focus on compliance and data-driven adoption.

Tony Bridgeman, Founder & CEO of CRM Dynamics

Tony Bridgeman has overseen large-scale Dynamics projects in regulated environments. He is recognized for balancing technical execution with operational continuity, ensuring smooth transformations across complex organizations.

The CRM Agency

What they do
The CRM Agency delivers Salesforce consulting, with expertise in marketing automation, service cloud, and customer engagement.

Who they work with
B2B and consumer brands seeking Salesforce optimization.

Operating model
Creative and technical consultancy blend.

💡 Why they stand out:

🎯 Salesforce and Pardot expertise.

💡 Known for creative and technical CRM strategies.

🌟 Long-term partnerships with major UK brands.

Jason Holland, Co-Founder & Creative Director of The CRM Agency

Jason Holland is the Co-Founder & Creative Director of The CRM Agency, where he leads the creative vision and strategy for client campaigns. He specializes in crafting innovative, customer-focused solutions that enhance engagement and brand loyalty. Jason combines creativity with strategic insight to deliver impactful results.

John Thew, Co-Founder & Managing Director of The CRM Agency

John Thew is the Co-Founder & Managing Director of The CRM Agency, overseeing business operations and client partnerships. He focuses on driving growth through effective CRM strategies and data-driven solutions. John blends leadership with industry expertise to help organizations build lasting customer relationships.

Rocket CRM

What they do
Rocket CRM offers Microsoft Dynamics 365 and Power Platform consulting, helping organizations unlock efficiency.

Who they work with
SMEs and mid-sized businesses.

Operating model
Personalized engagements with scalable solutions.

💡 Why they stand out:

🚀 Expertise in Dynamics 365 and PowerApps.

⚡ Agile, tailored solutions for SMEs.

🤝 Emphasis on long-term, trusted relationships.

Kyle McKie, Co-Founder & Director of Rocket CRM

Kyle McKie co-founded Rocket CRM to bring accessible, high-quality Microsoft Dynamics consulting to SMEs. His leadership ensures client relationships are built on trust, scalability, and measurable improvements.

Iain Wicks, Founder & Director of Rocket CRM

Iain Wicks is the Founder & Director of Rocket CRM, where he helps organizations harness CRM technology to improve customer engagement and business performance. He specializes in delivering tailored solutions that simplify processes and maximize efficiency. Iain combines technical expertise with a client-focused approach to drive measurable results.

AspireCRM

What they do
AspireCRM specializes in Salesforce consulting, with services spanning implementation, optimization, and integrations.

Who they work with
Mid-sized organizations across industries.

Operating model
Collaborative delivery with ongoing client support.

💡 Why they stand out:

🚀 Salesforce-first consultancy.

🔧 Strong integration expertise.

🌍 Trusted partner for UK mid-market firms.

Richard Ashmole, Founder & Managing Director of AspireCRM

Richard Ashmole has deep Salesforce expertise, having guided multiple mid-market clients through successful implementations. His leadership emphasizes practical, scalable solutions tailored to business needs.

CRM Business Consulting Services Ltd

What they do
CRM BCS delivers Microsoft Dynamics consulting and bespoke CRM strategy services.

Who they work with
Enterprises and organizations in regulated industries.

Operating model
Bespoke consulting with long-term strategic alignment.

💡 Why they stand out:

🧭 Strategy-led CRM consulting.

📊 Strong focus on measurable business outcomes.

🔒 Experienced in compliance-heavy environments.

Mr. Tauqir Ahmad Malik, Founder & Managing Consultant of CRM BCS

Tauqir Ahmad Malik has spent years advising clients on Microsoft Dynamics and broader CRM strategies. He is recognized for aligning CRM adoption with strategic business goals, ensuring long-term success.

The Future of CRM Consulting in the UK

CRM consulting in the UK is defined by independence, technical depth, and industry specialization. From vendor-neutral guidance to sector-specific expertise, these consultancies help organizations adopt CRM systems with measurable outcomes. Their approaches range from agile Salesforce implementations to Microsoft Dynamics transformations across regulated industries. What stands out is their long-term commitment to strategy, compliance, and sustainable adoption. This makes CRM consulting services in the UK a critical partner for businesses navigating digital transformation.

At Digital Reference, radical authenticity shapes every insight we share. By focusing on transparency and research-driven perspectives, we highlight strategies that truly matter in building trust and long-term business value.

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CRM consulting in the UK is moving toward greater alignment between technology and business outcomes, and businesses need trusted partners who can guide them through this evolution. Choosing the right consultancy is not just about software but about embedding sustainable practices that drive measurable impact. That is where having a trusted source of insights becomes essential. The most reliable path forward begins with Digital Reference.