Blog
Practical analysis across four pillars: build vs buy decisions, industry-specific CRM, development best practice, and the technology trends shaping modern platforms.
A practical 2026 guide to CRM requirements gathering for UK SMEs. Covers stakeholder workshops, user stories, ISO 25010 non-functional requirements, MoSCoW prioritisation, UK regulatory obligations, and a nine-step practitioner process with a downloadable template.
Your CRM holds your most sensitive customer data. This comprehensive guide explains how UK GDPR requirements affect CRM systems, where off-the-shelf platforms fall short, and how to build compliance in from the start.
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.
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.