Most agencies think they've got a CRM problem, or an AI problem, or a data problem. Usually it's the same problem wearing different clothes. We work across all three, tell you honestly which one you actually have, and fix it.
Independent advice on what's working, what isn't, and where AI actually fits. Audits, transformation roadmaps, ongoing technology leadership.
Migrations and configuration done properly across Vincere, Bullhorn, Loxo, Mercury, Spott, Atlas, Recruiter Flow and Recruit CRM. 9-phase methodology, 95%+ success rate.
Target lists built from who you've actually converted, not generic firmographics. For agencies tired of fishing in the same pond as everyone else.
Independent advice on your whole technology estate: what's working, what isn't, and where AI actually fits. Three ways to engage, depending on how much support you need.
The 1-day health check
A full Technology Health Check in a single day: your technology stack, CRM data health, AI deployment, automation and process efficiency, ending in an executive summary report with the quick wins identified.
The 12-month transformation plan
Current state assessment, a phased 12-month roadmap from quick wins through to full transformation, and an implementation playbook with vendor shortlists, timelines and budgets.
The ongoing partnership
Technology leadership when you need it: from one day a month of advisory support through to hands-on delivery alongside your team and full Fractional CTO cover.
AI data warehouses and CRM intelligence: we also connect CRMs and other business data to an AI reasoning layer, with governance built in from day one, so non-technical staff can ask plain English questions and get answers grounded in their own data.
Your last migration was chaos, or you're terrified the next one will be. A 9-phase methodology, 12 to 14 weeks, 95% success rate against the 40 to 60% typical of DIY attempts.
When you need this
Previous DIY migration was traumatic - 6 months of chaos, still finding data issues
Terrified of getting this wrong - one shot to migrate, can't afford £50k+ in problems
No time to manage this - 300+ hours of project management nobody has capacity for
Team resistance expected - need proper configuration and training to get buy-in
System holding you back - current CRM can't scale, but switching feels too risky
Our approach
Whether you're implementing, migrating to, or already running Vincere, our 9-phase methodology applies the same way.
What you're avoiding
300+ hours of internal project management, a 6 to 12 month DIY timeline, and the 60% probability of significant problems that comes with it.
A clean migration often surfaces the next thing worth fixing, usually the data itself. That's where Data Intelligence picks up.
You're chasing the same companies as everyone else, or your consultants are stuck doing manual research instead of billing. An evidence-based model built from who you've actually converted, not assumptions.
When you need this
Your team is fishing in the same pond as everyone else - same LinkedIn searches, same ZoomInfo data, same generic outreach
The prospects you want aren't on standard platforms - they're buried in industry databases, public records and specialist sources your current tools can't reach
Consultants losing chunks of every week to manual research instead of billing
You're entering a new sector with zero existing contacts
What we do
If what we find here changes the wider picture, that folds back into a Recruitment Tech Audit rather than sitting as a separate piece of work.