CRM Mates has been delivering Salesforce implementations, customisations and managed support for over two decades — from startup deployments to enterprise-scale transformations across the UK.
Full Sales Cloud implementation — pipeline management, lead scoring, forecasting and territory management.
Case management, knowledge base, live agent and omnichannel routing for exceptional customer service.
Customer and member portals — self-service, community engagement and branded digital experiences.
Complex business process automation using Salesforce Flow, eliminating manual tasks and human error.
API integrations connecting Salesforce to your ERP, marketing tools, payment systems and custom apps.
Combining the Mates Suite AI agents with Salesforce — logging every call, chat and email automatically.
We don't force your business into a default Salesforce setup. We map your processes first, then build a CRM that reflects how your team actually works — and how your customers actually buy.
Speak to our team for a free, honest assessment of where your Salesforce org stands today.