Apex Financial Consultants

HR & CRM System Setup

HR & CRM System Setup

At Apex Financial Consultants, we empower businesses by integrating two of the most crucial systems in your operational framework — Human Resource (HR) and Customer Relationship Management (CRM). These systems are the backbone of streamlined internal operations and external client engagement.

Our HR system setup is tailored for efficient recruitment, payroll processing, attendance tracking, employee onboarding, and performance evaluation. We ensure full compliance with UK employment laws and GDPR standards, helping businesses reduce administrative burden while enhancing workforce satisfaction.

In parallel, our CRM system setup helps you manage leads, automate follow-ups, analyze customer behavior, and maintain personalized communication. Whether you're using HubSpot, Salesforce, Zoho, or any other CRM, we ensure it’s fully integrated with your email, marketing, and sales channels.

From system selection and configuration to staff training and long-term support — we handle it all. Whether you're a startup or an enterprise, our solutions are scalable, secure, and designed to work together in perfect harmony for total business efficiency.

 

Real-Time Automation Across HR & CRM Pipelines
Fully Customizable, Scalable & GDPR-Compliant Platforms
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k+

Total work complete

+

Years of Experience

Frequently Asked Question

  • Can I integrate payroll with the HR system and link CRM with email marketing
    Yes, both systems are fully integrable with payroll and email tools like Mailchimp or Outlook.
  • Are these solutions suitable for small and medium-sized businesses?
    Absolutely. We provide scalable solutions tailored to your team size and budget.
  • Will my team receive training and ongoing support?
    Yes, we offer onboarding training and dedicated post-setup support for all systems.