HUBSPOT PARTNER • SOUTHEND • CHELMSFORD
CRM consultant in Essex, HubSpot and GoHighLevel set up properly
We audit what you have, fix or rebuild it, and train your team until the spreadsheets are gone.
What we do
A CRM YOUR TEAM ACTUALLY USES
07 Heaven Systems is a CRM consultancy and HubSpot Solutions Partner based in Westcliff-on-Sea, Southend, helping owner-managed businesses in Southend, Chelmsford and across Essex get a CRM their team actually uses. We audit what you have, fix or rebuild it in HubSpot or GoHighLevel, and train your team until the spreadsheets are gone.
Most businesses we speak to already bought a CRM, and six months later half the team is back on spreadsheets and nobody can say why. Our guide to common CRM implementation mistakes covers the usual reasons. That is the problem we fix.
What we do with your CRM
AUDIT, CLEAN, BUILD, CONNECT
CRM audits
A read-only look at your data with a health report, duplicate and invalid contact analysis, a pipeline breakdown and an estimate of the revenue sitting in old leads. What an audit covers.
Clean-ups
Full deduplication, email validation and segmentation of your contacts into hot, warm and cold, so your team knows who to call today.
Setup and configuration
Pipelines, deal stages, properties and automations built around how you sell, not a default template.
Migrations
Moving you off a CRM that has stopped working for you and onto one that fits. Still on spreadsheets? See spreadsheet or CRM.
Reactivation
Email sequences, call lists with context per contact and a daily priority list, aimed at the leads you already paid to win. CRM reactivation.
Connections
Your CRM linked to your website, accounting and project tools, so data flows between them instead of being typed in twice. Fixing integration problems.
HubSpot or GoHighLevel
THE RIGHT PLATFORM FOR YOU
We are HubSpot partners, and HubSpot is our default recommendation for most businesses at this stage. GoHighLevel is the other platform we work in most, and together the two cover the vast majority of the businesses we work with.
If you already have a CRM that is close to working, we fix that first before suggesting a migration. Weighing up the options? Read GoHighLevel or a custom CRM.
- Leads contacted once and then forgotten
- Deals that went cold because nobody followed up
- The same contact saved several times under different names
- A sales pipeline that only lives in your head
- A CRM the team logs into once a week, if that
How it works
CLEAR STEPS, FIXED PRICES
CRM Revenue Audit | £395
Read-only access, data health report, pipeline breakdown and a walkthrough video, delivered within 3 working days. Credited in full against month 1 if you go ahead.
Essentials setup | £1,995
Your CRM, project management and accounting system set up properly and connected, so the basics run from day one.
Month 1: CRM Reactivation Sprint | £2,495
Clean-up, segmentation, reactivation emails sent and daily priority lists for your team.
Systems Partnership | £2,495 a month
Ongoing automations, integrations and pipeline improvements, with bi-weekly calls and a monthly ROI report. About the Partnership.
You share CRM access on day 1, the audit and clean-up run on days 2 to 5, and the campaign goes live on days 6 to 10. We sign an NDA before we look at anything, and every engagement includes our adoption programme, so we do not move on until 90 per cent of your team is using the system. Want to test us on one fix first? A Rapid Results Sprint is £495 for a single automation in 5 working days.
Proof from real projects
RESULTS, NOT PROMISES
Weston Financial, a modern CRM and two steady lead sources. Their old CRM capped the number of contacts, so they were deleting records just to stay under the limit, with no structured pipeline and missed follow-ups. We migrated them onto a modern CRM with an integrated pipeline, then added targeted email marketing and a LinkedIn campaign. They now have two consistent lead sources feeding a pipeline they can track from first contact to close.
Facilities management company in Southend. They were paying for a Salesforce licence they barely used. We moved them to HubSpot and mapped their actual pipeline, and their sales team went from logging in a couple of times a week to using it every day.
Fitness studios, leads up 67% in six months. We consolidated the CRM onto Mindbody and GoHighLevel, rebuilt the paid social funnel and put automated nurture behind every new lead. The cost of winning each new member came down by around 74%, and leads rose 67% in six months.
“We've been with 07 Heaven for over 10 years and couldn't be without their support and guidance. We're not tech savvy and are so thankful to have this fab team working with us. They're always available to help whenever we have questions.”
Louise Ager
Sharpening Solutions
A HubSpot consultant in Southend you can meet
LOCAL TO SOUTHEND AND CHELMSFORD
We are based at Suite 2, Elgor House, 666-686 London Road, Westcliff-on-Sea, SS0 9HQ. Clarity Sessions can run in person, which suits CRM work well, because it is far easier to map a sales process with the people who run it sitting round the same table.
We work with businesses across Southend, Chelmsford and the rest of Essex, and with clients across England and further afield, including the US, when the work can be done remotely. If the bigger opportunity is automating the work around your CRM, see our AI automation work in Essex.
Questions people ask us
FAQ
What is included in a CRM audit?
Read-only access, so nothing changes, plus a data health report, duplicate and invalid contact analysis, a lead status and pipeline breakdown, an estimate of the reactivation opportunity, and a walkthrough video of what we found. It is delivered within 3 working days.
Do we have to move to HubSpot?
No. If the CRM you have is close to working, we fix it first. We only suggest a migration when the current system is the thing holding you back.
How much does a CRM setup cost?
An essentials setup across your CRM, project management and accounting system is £1,995. The CRM Revenue Audit is £395 and is credited against month 1 if you go ahead, and ongoing work runs on a Systems Partnership at £2,495 a month.
Is it safe to give you access to our CRM?
The audit uses read-only access, so you keep full control, and we sign an NDA before we look at anything. Credentials are handled through a secure portal, never over WhatsApp or unencrypted email.
How soon will my team see a difference?
They will have a prioritised call list by the end of week 1, and the reactivation email sequence is live by the end of week 2.
Do you work with businesses in Chelmsford?
Yes. We are based in Westcliff-on-Sea and work with businesses in Southend, Chelmsford and across Essex, in person where it helps and online for everything else.
Find out what is sitting in your CRM
Book a free 30-minute discovery call. We will look at how your CRM is set up, tell you honestly whether it needs fixing or replacing, and send a proposal with fixed pricing within two hours of the call.
4.8 ★★★★★ from 35 Google reviews by business owners like you.