Buy, build or extend?
Compare packaged CRM, Dynamics 365, Power Platform and tailored solutions against your requirements.
Independent CRM Consultancy
Choose the right CRM. Before it becomes an expensive mistake.
Comparing CRM products, weighing up a custom build or unsure whether your current system can grow with you? We help established businesses make the right decision — without a software sales pitch.
Your business needs a decision, not another demo.
CRM vendors can show you what their products do. We help you establish what your business actually needs, where each option falls short and how the system will fit your wider operations.
Beyond the sales pipeline
Consider service desks, project tracking, approvals, ERP integration and operational workflows.
Long-term control
Understand data ownership, customisation limits, licensing exposure and what happens if you change supplier.
How we work
Clear advice, a defined scope and no unnecessary commitment.
Free call
Tell us what you are trying to achieve and where you need clarity.
Focused review
We agree the questions, evidence, scope and fee before starting any paid work.
Clear next steps
Receive practical recommendations and decide how you want to move forward.
Questions worth asking
Are you tied to a particular CRM vendor?
No. Our recommendations start with your business requirements, not a predetermined product.
Can you assess products we have already shortlisted?
Yes. We can review demonstrations, technical documentation and commercial assumptions, subject to vendor access.
What do we receive?
A defined review can include a written comparison, risks, recommended approach and an actionable next-step roadmap.
How is independent advice different from asking a vendor?
A vendor or reseller is there to sell its product. We don’t sell CRM software, so the recommendation is based on your requirements, costs and risks, and it can include keeping what you have.
How long does a CRM selection review take?
It depends on how many options you’re comparing and how much there is to review. We agree the scope, timescale and fee before any paid work starts.
Can you help after we’ve chosen a CRM?
Yes, if you want us to. Trevelyn also designs and builds on Dynamics 365, Dataverse and Power Platform, but there’s no obligation: you can take the recommendation to any supplier.
Who this is for
Established UK businesses, typically 50 to 200 people, where the CRM decision affects sales, service and operations, not just one team.
Choosing your first proper CRM
You’ve outgrown spreadsheets, shared inboxes or a basic sales tool and need a system the whole business can run on.
Replacing a system that no longer fits
Your current CRM is expensive, awkward or heavily customised, and you want to know whether to move, and to what.
Facing a buy-or-build decision
You’re weighing a packaged product against Dynamics 365 or a tailored Power Platform solution and want an independent view.
Based in Swindon, working with businesses across the UK. Meetings are usually on Teams, with on-site sessions available around Wiltshire, Bath, Bristol, Oxford, Reading and the South West.
Not sure where to start?
Explain the decision you are facing. We will tell you whether a focused review makes sense and what it should cover.
Talk through your projectBook a call
A free 30-minute conversation about your project, current systems or CRM decision. You will get a straightforward view of the best next step — even if that is not working with us.
- Choose a convenient time
- Share a little about your challenge
- Talk it through on Teams