About PortLight Consultancy

about About PortLight Consultancy

Guiding Businesses to Better Customer Relationships & Smarter CRM Use
CRM Strategy, Implementation & Support for Sales, Marketing & Service Teams

What We Do & Why It Matters

At Port Light Consultancy, we help organisations harness the full potential of their CRM systems. Whether you’re struggling to get staff adoption, your data’s a mess, or you need to streamline processes — we provide expert guidance to ensure your CRM works for you, not the other way around.

Good CRM isn’t just about software — it’s about process, people, and purpose. You get efficiency, clarity, and real value (not wasted time or half-used features).

How We’re Different

  • Experience-Led: Years working in CRM consulting, with real companies (small to mid-size).

  • Tailored to You: No one-size-fits-all templates. Your business processes, goals, people all shape the solution.

  • Clear Communication: No jargon. Regular updates. Focused on what will move the needle for your business.

  • Ethical & Transparent Pricing: You’ll know what you’re getting; no surprises or hidden costs.

Getting Started

Here’s how we work:

  1. Discover – Free consultation: we talk through where you are now, what challenges you face.

  2. Plan – We map out the solution: steps, costs, timelines.

  3. Implement – Setup, customisation, migration, testing.

  4. Train & Launch – Ensure your team can use it; go live.

  5. Support & Optimise – Keep an eye on usage, tweak, and improve over time.

Ready to improve your CRM?
Contact us today for a no-obligation discovery call