Business systems consultancy
Stop losing leads to broken processes.
STACK Consultants helps service businesses capture enquiries, automate follow-ups, connect systems and build cleaner customer journeys from first message to final invoice.
Customer journey
Enquiry to repeat business
Live activity
Ridgeway Heating booked a systems review
Sarah M. just completed a HubSpot review
Northbridge Surveyors booked a StackFix review call
Marcus & Co. finished a HubSpot CRM audit
Elm Tree Services booked a systems review
Priya K. just did a HubSpot review
Coastal Electrical requested a StackFix audit
Tom W. completed a HubSpot review
Ridgeway Heating booked a systems review
Sarah M. just completed a HubSpot review
Northbridge Surveyors booked a StackFix review call
Marcus & Co. finished a HubSpot CRM audit
Elm Tree Services booked a systems review
Priya K. just did a HubSpot review
Coastal Electrical requested a StackFix audit
Tom W. completed a HubSpot review
Platforms we integrate and optimise
The problem we solve
Most service businesses do not have a lead problem. They have a process problem.
Enquiries arrive through websites, email, WhatsApp, Facebook, Instagram and phone calls. Then they are copied into spreadsheets, forgotten in inboxes, or chased manually.
Missed enquiries
Messages sit in inboxes, social DMs and voicemails with no single place to track them.
Manual follow-ups
Staff chase quotes, bookings and updates by hand — often days after the enquiry arrived.
Disconnected systems
Your website, CRM, calendar and accounting tools do not talk to each other.
No clear reporting
You cannot see conversion rates, response times or where revenue is being lost.
HubSpot consultancy
Already Using HubSpot?
Most businesses are paying for capabilities they never use.
You invested in HubSpot to improve visibility, automate processes and support growth. But over time, pipelines become cluttered, workflows break, data quality declines and reporting becomes unreliable.
Our StackFixTM identifies where opportunities, time and revenue are being lost — and provides a practical roadmap to improve performance.
- HubSpot Audits
- Pipeline Optimisation
- Workflow Automation
- Reporting & Dashboards
- Data Clean-Up
- Ongoing HubSpot Support
StackFixTM CRM Audit
62%
Health
Health Score
Based on pipeline hygiene, automation usage and data quality.
Issues Found
14
Stale Deals
37
Unused Automations
12
Missing Lead Sources
18%
Reporting Gaps
7
Potential improvements identified
- Reconnect broken workflows
- Clean pipeline stages
- Restore lead source tracking
- Fix reporting dashboards
Our framework
Audit. Automate. Operate.A structured approach to fixing the systems behind your customer journey — not another generic software rollout.
StackOSTM
A custom CRM built around how you work.
When HubSpot and off-the-shelf platforms cost too much and still do not fit, StackOSTM is a more cost-effective bespoke alternative — enquiries, customers, quotes, bookings, jobs, invoices and automation in one place, shaped by the workflows we implement with clients every day.
StackOSTM CRM preview
Your workflowEnquiries
—
Quotes
—
Bookings
—
Jobs
—
Active automations
Lead capture → CRM → Follow-up → Task creation
InstaSurv.co.uk
A custom CRM and reporting system we built specifically for surveyors of all types — from residential and commercial to building and specialist surveys. Enquiries, jobs, reporting and client workflows in one platform, shaped around how surveying firms actually operate.
Surveyor-focused CRM
Purpose-built reporting and operations — not a generic CRM retrofitted to fit.
Below StackOSTM
HubSpot Cost Calculator
Find out whether HubSpot is the right fit — or whether a custom StackOSTM setup could give you more control for less long-term cost.
Most businesses pay for multiple tools, disconnected systems and features they never use. Compare your estimated HubSpot ecosystem costs against a custom StackOS solution designed around your business.
Inputs
Adjust sliders and toggles to match your setup.
Features you need
Current software
Live comparison
Estimates based on typical UK pricing. Adjust inputs to refine.
Current system
4 systemsStackOSTM
Features included
Potential savings
Current 3-year cost minus estimated StackOS investment
£0
over 3 years vs your current stack
Current setup
7 tools · disconnected workflows
StackOSTM setup
One system · connected by design
Who we help
Service businesses with real operational complexity
Example outcomes
What changes when the process works
Sales pipeline
48
32
24
14
Every enquiry captured
Quotes followed up automatically
Customers updated without manual chasing
Staff spend less time on admin
Sales pipeline becomes visible
Systems connect instead of competing
How it works
From review to running systems
Book a Systems Review
A focused call to understand your business and current setup.
We map your current process
From first enquiry through to invoice — where things work and where they do not.
You receive a StackFixTM report
A clear audit with bottlenecks, risks and prioritised recommendations.
We build your StackFlowTM automations
Practical workflows connected to the tools you already use.
StackOpsTM keeps improving performance
Ongoing support, reporting and refinement as your business grows.
Ready to fix the process behind your growth?
Book a practical systems review and find out where your business is losing time, leads and revenue.