Blog

Insights and guides for CRM decision-makers

Practical analysis across four pillars: build vs buy decisions, industry-specific CRM, development best practice, and the technology trends shaping modern platforms.

UK recruitment CRM dashboard showing candidate pipeline, compliance flags and placement metrics

CRM by Industry

CRM for UK Recruitment Agencies: The Complete 2026 Guide to Candidate and Client Management

A 2026 guide for UK recruitment agencies on choosing a CRM that meets the Conduct Regulations 2003, UK GDPR, IR35, and right to work duties. Compares bespoke and off-the-shelf platforms, with a fair look at Bullhorn, Vincere, Firefish, Mercury xRM, and RDB ProNet.

13 April 202621 min readBespokeCRMs Team

Abstract UK compliance dashboard showing FCA Consumer Duty metrics for a financial adviser CRM

CRM by Industry

CRM for UK Financial Advisers: FCA Compliance and Consumer Duty Guide for 2026

A 2026 guide for UK IFA firms on choosing a CRM that meets FCA Consumer Duty, SYSC record-keeping, operational resilience, and UK GDPR obligations. Compares bespoke and off-the-shelf platforms, with a six-capability specification and a practical switching playbook.

13 April 202621 min readBespokeCRMs Team