Refer Someone to CRM Insights & Earn Up to £1000

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Know a business struggling with CRM?

Recommend us and get rewarded.

 Refer now
How it Works
Your benefits

What's in it for you?

As a thank-you for connecting us with the right businesses, we offer:

  • 10% of the first year’s revenue (up to £1000)
  • Full transparency - we’ll keep you updated on your referral’s progress
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We'd love to help

Who Should You Refer?

We’re at our best when working with businesses that:

Are growing fast and missing sales due to inefficiencies
Have an outdated CRM that’s slowing them down
Are drowning in spreadsheets and need a proper system
Struggle with CRM adoption among their sales team
Have leaders who see CRM as a driver for growth
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Our mission

At CRM Insights, we believe great work speaks for itself.

A CRM system should be the engine of a business, not an obstacle. But too often, companies struggle with:

  • A CRM that doesn’t fit their business needs
  • A legacy system that’s holding them back
  • Sales inefficiencies that cost them deals
  • A mess of spreadsheets instead of an integrated system
  • A sales team that doesn’t use the CRM properly
 Our expertise

This is where we come in

We’ve delivered hundreds of successful CRM projects, helping businesses transform messy systems into streamlined, revenue-driving machines.

From selecting the right CRM to ensuring seamless adoption, we guide businesses through the entire process - without the usual headaches.

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Our customers

Testimonials that
speak volumes

"From a business perspective, having a CRM in place is absolutely essential. We’ve grown too big to operate without one, and CRM Insights has made the transition seamless."


Andrew Cox

National Business Support Manager, Summit Platforms

"CRM Insights have been awesome to work with. Their attention to detail, understanding of what we are trying to achieve, and time of response has been exemplary. If you are thinking of engaging with them - stop, and just act."


Robert Partridge
Owner, Effective Credit Collections

"Their expertise made what could have been a complex migration process smooth and manageable. Four years later, we continue to be impressed with the results of this transition. I highly recommend CRM Insights for any organization considering a CRM migration - they're true experts who deliver on their promises."


Philippe Sudan

Digital Media & Systems Manager, Reconnaissance International

"They have worked with us in getting us to where we needed to be, quick, efficient, transparent and really helpful with their knowledge and experience... a true collaborative partner!"


Sylvie Giangolini

Managing Director, Hako Machines

"Highly recommend, these guys revolutionised our business with CRM and their support of both the deployment and ongoing improvements."


Rory Dear

Managing Director, Datasound Laboratories

"The monitoring of leads has helped the sales team an awful lot. It's created a healthier work environment for everyone, and it's made it a more enjoyable business to run."


Laura Green
Director, Stamford Stone

"Their service and response times are second to none - we always get answers immediately, with zero downtime. CRM Insights has repeatedly proven to be a trusted and innovative partner and is highly recommended for any business needing a CRM!"


Ramsy Labassi
Marketing Manager, Bradshaw Electric Vehicles

"We have visibility today that we have never previously enjoyed. Helping us to drive sales performance and uncovering opportunities we would otherwise have missed. If you need a CRM system and are phased by the variety and complexity of the different systems, talk to these guys."


Nigel Butler

Managing Director, Weightlifter Bodies

" Working with Mike and his team has been very easy and straightforward. They were patient, flexible, and explained technical processes in plain English. I'd certainly recommend them to anyone looking for a cost-effective CRM solution."


Tom Waughman

Operations Manager, Dermatronics

 It's simple!

How to Refer Us

Send an email to mandy@crminsights.co.uk introducing us to the business you have in mind. We’ll take it from there and keep you updated on the outcome.
Click the button below to copy a ready-to-use email template to make it even easier.

 Copy email template
Open email client

To: Your Contact

Cc: mandy@crminsights.co.uk

Subject: Introduction – CRM Solutions for [Referral Company Name]

Hi [Referral Contact’s Name],

I hope you’re doing well! I wanted to introduce you to CRM Insights, a consultancy that helps businesses streamline their CRM systems to boost efficiency and revenue.

They specialise in:
- Helping businesses select the right CRM (instead of forcing a one-size-fits-all solution)
- Optimising existing CRMs to work better for your team
- Ensuring sales teams actually use the CRM and get value from it

I’ve copied Mandy Allen, their Business Relationship Manager, into this email—she’ll be in touch to learn more about your CRM plans and see how they can help.

Looking forward to seeing how this connection benefits your business!

Best regards,

[Your Name]