One real engagement, anonymised. 86,400 accounts in a legal services firm's HubSpot. We deduped, matched against Companies House, enriched the gaps, and retired the records nobody was ever going to call.
Most "CRM consultants" are resellers. Their job is to sell you their platform. Ours is the messy, unglamorous middle: do you actually need a new CRM, or do you need the one you've got to start working? Either way - we'll match, cleanse, redesign and ship.
Three years of HubSpot. 86k contacts. 18% duplicate rate. Partners distrusted the pipeline so kept their own spreadsheets.
Dedup against Companies House, retired 22k stale records, redesigned the deal stages around their real matter lifecycle. Built 3 board reports.
Inherited Salesforce from a merger. 60% of fields unused, 40% of records duplicated across the two firms' legacy data.
Audit said don't migrate yet — clean first. A structured dedup, then a cut-over to Dynamics with mapped fields and zero data loss.
Bullhorn with 14 years of candidate data. Stale emails, no consent flags, GDPR exposure flagged in the last audit.
Email verification + bounce sweep, opt-in/opt-out reconciliation, automated quarterly hygiene job inside n8n. Now self-maintaining.
No platform partnerships, no kickbacks, no preferred-vendor list. We have opinions on each of the major CRMs - and we'll tell you which one fits, in the scoping call.
Most clients start with the audit. Then commission a clean-up or a replatform once the maths is obvious. Programme is for firms doing both at once. Every engagement is fixed-fee, scoped and quoted per project - no surprises.
The audit comes first. Then we match, cleanse, redesign and hand over — with timing and scope agreed up front for each engagement.
Every CRM project ships the same kit. The clean database is just one of them.
"They scoped what we were trying to do in 40 minutes. The previous shop took six weeks and got it wrong."
"We were quoted £450k by a Big Four practice. AssurePath delivered the same outcome in eight weeks for £62k."
"Honest, technical, on time. They told us not to do half the things we asked. That's why we trust them."
When the CRM is fine but the workflow around it is broken. Map, redesign, automate the steps that touch CRM data.
ExploreLead scoring, next-best-action, automatic summarisation of call notes, RAG over the contact history. On top of clean data, not slop.
ExploreWe keep the CRM running and the data clean. Quarterly hygiene jobs, monitoring, user support. Fixed fee.
ExploreEight of the questions clients ask before commissioning a CRM clean-up or migration.
Both - and we'll tell you which in the audit. About one in three audits ends with 'fix what you have, don't replatform' because the platform isn't usually the problem. The data and the process are. When a new CRM is the right answer, we say so, we run the selection, and we migrate. We're not a reseller, so there's no platform bias either way.
