Sales CRM tools help B2B service businesses manage relationships, track deals, and streamline sales pipelines to improve conversion rates and revenue growth.
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In B2B sales, managing customer relationships effectively is critical to closing deals and maintaining long-term client relationships. A sales CRM (Customer Relationship Management) system helps businesses track leads, automate follow-ups, and organise sales processes in a structured way. Without a CRM, teams often struggle with scattered data, missed follow-ups, and inefficiencies that cost revenue.
For B2B service businesses, a CRM is more than just a database—it’s a tool for pipeline visibility, lead prioritisation, and sales forecasting. The right CRM should integrate with marketing automation, proposal software, and email systems to create a seamless sales process that helps teams close more deals with less manual effort.
My top 3 sales CRMs for service companies, chosen for their effectiveness in streamlining your sales process and boosting revenue.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Pipedrive is a sales-focused CRM designed to help businesses manage pipelines, track deals, and automate workflows for better sales efficiency.
Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
Choosing a sales CRM depends on your sales cycle, team size, and need for automation. Here’s what to consider:
A good CRM should provide clear visibility into your sales pipeline, allowing reps to track deals, set reminders, and automate follow-ups. Tools like HubSpot and Pipedrive offer intuitive drag-and-drop pipelines that make managing deals simple.
Sales teams need to store prospect information, track interactions, and prioritise high-value leads. Salesforce and HubSpot allow businesses to segment contacts, track touchpoints, and sync with email systems for streamlined outreach.
Repetitive sales tasks, such as lead assignments, follow-up emails, and task reminders, can be automated in a CRM. HubSpot and Salesforce provide strong automation features, ensuring no leads slip through the cracks.
CRMs should connect seamlessly with marketing platforms, proposal software, and reporting tools. If your business already uses a marketing automation platform like HubSpot Marketing Hub, it makes sense to use HubSpot’s Sales CRM for better integration.
If your marketing and sales teams are too busy firefighting — fixing tools, chasing data, and dealing with messy handovers — you’ll never have time to focus on real growth. The Growth Operations Programme fixes your operations first, so you can finally work on scaling up.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Pipedrive is a sales-focused CRM designed to help businesses manage pipelines, track deals, and automate workflows for better sales efficiency.
Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
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Folk is a modern, lightweight CRM designed for startups and small teams to manage relationships, sales pipelines, and outreach in a flexible, user-friendly way.
Keap is an all-in-one CRM, sales, and marketing automation platform designed for small businesses to manage contacts, automate follow-ups, and close more deals.
Keap is an all-in-one CRM, sales, and marketing automation platform designed for small businesses to manage contacts, automate follow-ups, and close more deals.
Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
Pipedrive is a sales-focused CRM designed to help businesses manage pipelines, track deals, and automate workflows for better sales efficiency.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
If your marketing and sales teams are too busy firefighting — fixing tools, chasing data, and dealing with messy handovers — you’ll never have time to focus on real growth. The Growth Operations Programme fixes your operations first, so you can finally work on scaling up.
Keap is an all-in-one CRM, sales, and marketing automation platform designed for small businesses to manage contacts, automate follow-ups, and close more deals.
Folk is a modern, lightweight CRM designed for startups and small teams to manage relationships, sales pipelines, and outreach in a flexible, user-friendly way.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Most teams grind for growth, but the best ones systemise it. In this step, you’ll see why a structured approach always beats random tactics. You’ll follow Random Rick, Specialist Steve, and Solid Sarah to understand how a system-driven growth approach can double revenue without doubling workload.
Folk is a modern, lightweight CRM designed for startups and small teams to manage relationships, sales pipelines, and outreach in a flexible, user-friendly way.
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Keap is an all-in-one CRM, sales, and marketing automation platform designed for small businesses to manage contacts, automate follow-ups, and close more deals.
Monday.com is a flexible work operating system that combines project management, CRM, and team collaboration into a highly customisable platform for businesses of all sizes.
Pipedrive is a sales-focused CRM designed to help businesses manage pipelines, track deals, and automate workflows for better sales efficiency.
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Build simple, scalable systems that streamline operations, reduce errors, and free up your time for high-impact activities.
Learn the growth hacking frameworks that power today’s fastest-growing companies by testing, iterating, and optimising strategies.
Explore case studies of startups that achieved breakout growth using scalable, repeatable growth strategies and innovative tactics.
Convert leads into paying customers with BOFU tactics and offers.
A tool to manage customer relationships and streamline sales processes.
Move prospects toward conversion with targeted MOFU content and strategies.
Guide leads seamlessly through the sales funnel to increase conversions.
Concerns or barriers preventing a prospect from making a purchase.
The structured process of managing prospects from lead to customer.
Methods or strategies used to persuade prospects to buy.
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Solid Growth helps B2B service companies scale — not with random tactics, but with clear systems that align marketing and sales into one predictable growth engine. Built on 13 years of hands-on experience — helping teams move from firefighting to predictable, repeatable revenue growth.
15 years experience
1,500 marketers trained since 2015
Exited 6 companies
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Find and fix what’s slowing your team down. This free scan assesses your marketing, sales, and automation setup, giving you clear recommendations to improve efficiency and eliminate bottlenecks.
Free up a full day every week to focus on growth. We'll fix the systems, tools, and workflows holding your team back.
Master Compound Growth at your own pace—perfect for individual marketers and consultants who want a structured, repeatable way to grow.
Find and fix what’s slowing your team down. This free scan assesses your marketing, sales, and automation setup, giving you clear recommendations to improve efficiency and eliminate bottlenecks.
A structured, hands-on programme designed for teams that want to fix bottlenecks, systemise execution, and scale growth predictably.
Meeting scheduler tools automate the process of setting appointments, eliminating back-and-forth emails and streamlining calendar management for sales and client meetings.
See tool categoryStreamline the proposal and contract process with automation and e-signature solutions.
See tool categoryFind and fix what’s slowing your team down. This free scan assesses your marketing, sales, and automation setup, giving you clear recommendations to improve efficiency and eliminate bottlenecks.
Free up a full day every week to focus on growth. We'll fix the systems, tools, and workflows holding your team back.
A structured, hands-on programme designed for teams that want to fix bottlenecks, systemise execution, and scale growth predictably.
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