Get more from your CRM, without the complexity
A well-set-up CRM helps you stay organised, build better relationships, and communicate more effectively. But setting one up—or sorting out a system that’s grown messy—can feel overwhelming.
At Coysh Digital, we work with small teams to make CRMs feel less like a burden and more like a helpful part of your day. We focus on Microsoft Dynamics 365, Beacon, Method and Salesforce, but can also guide you on other platforms if you’re still deciding. Whether you're collecting supporter details, managing contacts, tracking engagement or integrating with your website—we’ll help make your CRM work for you.
What we can help with
CRM setup from scratch
Starting fresh? We’ll help you choose the right CRM platform, configure it to fit your processes, and make sure everything is clear and easy to use.
Migrations & data import
Moving from spreadsheets or an old CRM? We’ll help clean, map and migrate your data into the new system—so it’s accurate, complete, and ready to go.
Website & form integrations
Connect your CRM to your website, so new contacts, signups, and donations flow straight in. We’ll integrate your forms and ensure everything’s secure and GDPR-compliant.
Automations & workflows
We can help you set up smart workflows—like welcome emails, renewal reminders, or internal notifications—so your CRM works harder without needing more admin.
Training & documentation
Once everything is set up, we’ll walk you through how it works. We can provide 1:1 training, simple documentation, or recorded walkthroughs so your team feels confident.
Ongoing support & fixes
Already have a CRM that’s not quite working? We can step in to review your setup, fix issues, suggest improvements, and support you as you grow.
Testimonial
Alex Hinch · MatLex Systems LtdTim delivered exactly what we needed - a clean, professional website with a really quick turnaround. He understood the brief straight away and made the whole process easy from start to finish. He now hosts and supports the site for us, and it’s great to know everything is in safe hands.
FAQs
We have experience with Microsoft Dynamics, Beacon, Salesforce and Method, but we’re happy to support other platforms depending on your setup. If you’re not sure what you need yet, we’ll help you make the right choice.
Yes. If you’re still exploring options, we’ll listen to what you need, explain the pros and cons of different platforms, and recommend something that fits your budget, goals, and technical ability.
Definitely. We can review your current setup, make improvements, fix what’s broken, and support your team going forward.
Yes - we have a lot of experience working with charities, churches, and other nonprofits. We understand the specific needs around memberships, donations, and supporter engagement.
Yes. We regularly connect website forms, signups, and other interactions directly to your CRM—so everything’s stored and tracked automatically.
Absolutely. We follow best practices for secure data handling, consent capture, and privacy. We can also work alongside your DPO to review your compliance setup if needed.