Wedocrm.co Review

Based on checking the website wedocrm.co, it appears to be a legitimate CRM and MarTech agency offering specialized support for businesses.

The site provides a clear overview of their services, their unique “Insourced Model,” and testimonials from clients.

They emphasize their expertise in various CRM and ESP platforms like Salesforce, Dotdigital, Customer.io, and HubSpot, aiming to fill a gap in the market for specialized CRM support.

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• Website Legitimacy: Appears legitimate with clear contact information, company registration details, and a professional layout.
• Services Offered: Specializes in CRM and MarTech integrations, operations, multi-channel marketing, system migration, data strategy, GDPR compliance, and email development.
• Business Model: Promotes an “Insourced Model” where they integrate directly with client teams.
• Transparency: Provides company registration, ICO registration, and VAT numbers, which is a good sign of transparency for a UK-based company.
• Missing Information: While comprehensive, the website lacks explicit pricing tiers or general cost estimates beyond “simple retainers,” which can be a point of friction for potential clients looking for immediate budgetary insights.
• Ethical Considerations: The services offered CRM, marketing technology are generally permissible and ethical from an Islamic perspective, as they aim to improve business efficiency and customer relationships, provided the underlying business practices of the client are also ethical. There are no indications of engagement in forbidden activities.

WeDoCRM positions itself as an “Insourced CRM Agency,” aiming to become an extension of a client’s team rather than a traditional external agency.

This model, they claim, allows for faster onboarding, real-time communication, flexible service level agreements SLAs, and simple retainer structures capped or uncapped. They highlight their certifications with leading CRM and ESP platforms, indicating a strong technical foundation.

While the website presents a robust offering, the absence of clear pricing or package details upfront means potential clients would need to engage directly to understand the financial commitment, which some may find a slight inconvenience.

Here are some of the best alternatives for CRM and MarTech solutions, focusing on ethical and widely recognized platforms that businesses can utilize for their customer relationship management and marketing technology needs:

• Salesforce: A comprehensive cloud-based CRM platform offering sales, service, marketing, analytics, and app development.
  • Key Features: Extensive customization, AI capabilities Einstein, vast app exchange, powerful reporting.
  • Average Price: Varies widely based on edition and number of users e.g., Sales Cloud starts around $25/user/month for small businesses, up to $300+/user/month for enterprise.
  • Pros: Industry leader, highly scalable, extensive integrations, strong community support.
  • Cons: Can be complex to set up and manage, higher cost for advanced features, steep learning curve.
• HubSpot CRM: Known for its user-friendly interface and inbound marketing focus, offering CRM, marketing, sales, and customer service hubs.
  • Key Features: Free CRM option, integrated marketing automation, sales tools, service desk, content management.
  • Average Price: Free CRM available. paid hubs start from $50/month for Starter, up to $3,200+/month for Enterprise.
  • Pros: Excellent for small to medium businesses, intuitive design, all-in-one platform, strong content marketing tools.
  • Cons: Advanced features can get expensive, less flexible for highly complex enterprise needs compared to Salesforce.
• Zoho CRM: Part of the broader Zoho One suite, offering a robust CRM solution with strong automation and analytics.
  • Key Features: AI assistant Zia, workflow automation, sales forecasting, extensive customization, mobile apps.
  • Average Price: Free edition for up to 3 users. paid plans range from $14/user/month Standard to $52/user/month Ultimate.
  • Pros: Cost-effective, comprehensive features, part of a larger integrated suite, good for small to large businesses.
  • Cons: User interface can feel dated to some, learning curve for advanced features.
• Microsoft Dynamics 365: Microsoft’s suite of intelligent business applications, integrating CRM and ERP functionalities.
  • Key Features: Seamless integration with Microsoft products Office 365, Power BI, AI-driven insights, scalable for enterprise.
  • Average Price: Module-based pricing. Sales Professional starts around $65/user/month, up to $135+/user/month for Enterprise.
  • Pros: Strong integration with Microsoft ecosystem, powerful analytics, highly customizable for large organizations.
  • Cons: Can be expensive and complex to implement, requires technical expertise for full optimization.
• ActiveCampaign: Primarily an email marketing and marketing automation platform with integrated CRM functionalities, ideal for small to medium businesses focused on customer engagement.
  • Key Features: Advanced automation, email marketing, CRM, lead scoring, site tracking.
  • Average Price: Starts from $9/month Lite to $229+/month Enterprise, depending on contacts and features.
  • Pros: Excellent marketing automation, strong email deliverability, relatively easy to use.
  • Cons: CRM features are not as robust as dedicated CRM platforms, can get pricey with a large contact list.
• Pipedrive: A sales-focused CRM designed to help small and medium sales teams manage their pipelines and close deals more efficiently.
  • Key Features: Visual sales pipeline, activity tracking, mobile apps, integrations with popular business tools.
  • Average Price: Essential plan starts around $14/user/month, up to $99/user/month for Enterprise.
  • Pros: Very intuitive for sales teams, focuses on sales activities, good for pipeline management.
  • Cons: Less comprehensive for marketing or customer service compared to all-in-one CRMs, limited customization options.
• Freshsales Freshworks CRM: An integrated CRM platform designed to help sales and marketing teams streamline their processes, offering AI-powered insights and automation.
  • Key Features: Built-in phone, email, chat, and WhatsApp. AI-powered lead scoring. visual sales pipelines. sales sequences.
  • Average Price: Free for unlimited users with basic features. growth plans start from $15/user/month, up to $69/user/month for Enterprise.
  • Pros: User-friendly interface, strong communication features, good value for money, scalable.
  • Cons: Some advanced features require higher-tier plans, reporting could be more robust.

Find detailed reviews on Trustpilot, Reddit, and BBB.org, for software products you can also check Producthunt.

IMPORTANT: We have not personally tested this company’s services. This review is based solely on information provided by the company on their website. For independent, verified user experiences, please refer to trusted sources such as Trustpilot, Reddit, and BBB.org.

Wedocrm.co Review & First Look

Alright, let’s cut to the chase and get a solid read on Wedocrm.co.

Based on looking at their website, this isn’t some fly-by-night operation.

They present themselves as a specialized CRM agency, focusing on something that many businesses, big and small, struggle with: effectively leveraging their customer relationship management and marketing technology MarTech investments.

Their core pitch is that while CRM is blowing up globally, companies often don’t have the internal horsepower or the right external expertise to make it sing.

Why this matters: In the business world, CRM isn’t just about managing contacts. it’s about understanding your customer journey, optimizing interactions, and ultimately, driving revenue. If your CRM isn’t optimized, you’re leaving money on the table, plain and simple. Viveye.com Review

Wedocrm.co aims to bridge that gap by offering what they call an “Insourced Model.” Instead of being a detached agency that gets “fed” information, they claim to embed themselves within your team, working in real-time. This sounds like a strategic move to address a common pain point: the disconnect between external consultants and internal operations. They highlight their expertise in big-name platforms like Salesforce, Dotdigital, Customer.io, and HubSpot, which immediately lends credibility. These aren’t obscure tools. they’re industry giants.

Key takeaway: Their initial presentation suggests a professional, focused service provider targeting a clear business need. They’re not trying to be everything to everyone, which can be a good sign of specialized expertise.

Understanding the “Insourced Model”

The “Insourced Model” is central to Wedocrm.co’s pitch.

They explicitly state it was “Born from our own experiences with traditional agencies” and a “desire to redefine how agencies operate.” Think of it like this: instead of just handing over a report, they want to be in the trenches with you. Thurmontsmiles.com Review

• Seamless Integration: They promise to “adapt to your ways of working” and “become an extension of your team.” This implies a into your existing processes, not forcing their own.
• Fast Onboarding: Streamlined process to get started quickly. Time is money, and getting up to speed without bureaucratic drag is crucial.
• Real-time Communications: Direct access to their CRM team via your preferred chat platforms. This suggests a move away from endless email chains to more dynamic, immediate problem-solving.
• Sensible SLAs: No penalties for urgent or last-minute needs. This sounds like a genuine commitment to flexibility, a significant relief for businesses facing tight deadlines.
• Simple Retainers: Capped or uncapped, ensuring resource levels match your needs. This offers predictability while allowing for scalability.

What does this mean for you? If this model works as advertised, it could significantly reduce friction and improve the efficiency of CRM projects. It’s a pragmatic approach that aligns with agile methodologies often seen in modern tech environments.

Who is Wedocrm.co for?

From their homepage, it’s clear they target organizations that:

• Are under-resourced in CRM: Many companies have CRM systems but lack dedicated teams or the specialized skills to maximize their potential.
• Struggle with data: Meeting constant organizational needs for data due to skill gaps or overstretched resources.
• Need specialized expertise: Generic marketing or development agencies often don’t have the deep CRM knowledge required.
• Seek sustainable, recurring revenue: Their core mission is to help drive this for clients.

In essence: If your CRM isn’t pulling its weight, or if your internal team is drowning in CRM tasks without the specialized know-how, Wedocrm.co positions itself as the solution. They mention supporting B2B companies specifically for sales, marketing, and customer success, but their broader services apply to D2C as well, albeit with different CRM strategies.

Wedocrm.co Services

Wedocrm.co offers a suite of services designed to cover the entire CRM and MarTech lifecycle, from initial setup to ongoing optimization and strategic guidance.

They position themselves as comprehensive partners, not just task completers. Cockpitdekor.com Review

This breadth of service is crucial because effective CRM often involves a multi-faceted approach.

Why a holistic approach matters: A piecemeal approach to CRM can lead to data silos, inefficient workflows, and a fragmented customer experience. A comprehensive agency aims to connect these dots for you.

Their service list is quite detailed, indicating a thorough understanding of the various components involved in robust CRM operations.

Let’s break down the core offerings they highlight:

CRM and ESP System Migration and Implementation

This is often the most critical and complex phase for businesses adopting new CRM or email service provider ESP platforms, or moving data between existing ones. It’s not just about porting data. Upstreamliving.uk Review

It’s about ensuring data integrity, mapping processes, and setting up the system to align with business objectives.

• What it involves: Moving customer data, sales pipelines, marketing automation workflows, and communication templates from one system to another.
• Complexity: Can be highly complex due to data cleansing, schema mapping, and ensuring no disruption to ongoing operations. A botched migration can be disastrous, leading to lost data or system downtime.
• Their promise: Full-service technical migration or implementation, implying they handle the nitty-gritty details. This is valuable for businesses that lack the internal technical staff for such a critical task.

Example: A business moving from Mailchimp to HubSpot would need careful planning for contact migration, email template recreation, and automation workflow setup to avoid losing leads or customer communication.

Multi-channel Campaign Management and Execution

Modern marketing isn’t confined to a single channel.

Customers interact with brands across email, social media, SMS, web, and more. Cod.pm Review

Managing campaigns across these diverse touchpoints requires coordination, consistent messaging, and specialized tools.

• Scope: Planning, designing, executing, and optimizing marketing campaigns across various digital channels.
• Goal: Ensure a cohesive customer experience and maximize engagement and conversion rates.
• Expertise needed: Deep understanding of each channel’s nuances, targeting capabilities, and best practices.

Data point: A study by Aberdeen Group found that companies with strong multi-channel engagement strategies retain an average of 89% of their customers, compared to 33% for companies with weak multi-channel engagement. This underscores the importance of this service.

Data-led CRM Strategy

Simply having a CRM system isn’t enough. you need a clear strategy to leverage its data.

This involves defining how customer data will be collected, stored, analyzed, and used to drive business decisions.

• Focus: Turning raw data into actionable insights.
• Components: Identifying key performance indicators KPIs, segmenting customer bases, personalizing communications, and predicting customer behavior.
• Benefit: Helps businesses move from reactive marketing to proactive, data-driven decision-making.

Analogy: Think of it like a GPS for your customer journey. Without a clear strategy, you’re driving blind, even if you have a powerful car your CRM system. Open.edu.au Review

CRM and MarTech System Audits

An audit is like a health check-up for your existing systems.

It identifies inefficiencies, underutilized features, compliance gaps, and areas for improvement.

• Purpose: To assess the current state of a client’s CRM and MarTech infrastructure.
• Deliverables: A report outlining strengths, weaknesses, opportunities, and threats SWOT related to their systems. This can lead to recommendations for optimization, upgrades, or new implementations.
• Why it’s important: Many businesses use only a fraction of their CRM’s capabilities. An audit can unlock hidden potential and improve ROI.

Guidance on GDPR Compliance, including Process Implementation

With increasingly strict data privacy regulations like GDPR General Data Protection Regulation in Europe, and similar laws emerging globally, businesses must ensure their CRM practices are compliant.

Failing to do so can result in hefty fines and reputational damage.

• Crucial for: Any business handling customer data, especially those operating internationally or with European customers.
• Services: Advising on data collection, consent management, data storage, and data access rights in accordance with privacy laws. This also involves implementing processes to ensure ongoing compliance.
• Risk mitigation: Helps clients avoid legal pitfalls and build customer trust by demonstrating a commitment to data privacy.

Statistic: According to Statista, GDPR fines have amounted to over €4.1 billion as of early 2024, highlighting the serious consequences of non-compliance. Codespeedy.com Review

Email Design and Development

Email remains a cornerstone of digital marketing, offering a direct line to customers.

Effective email campaigns require not just compelling content but also visually appealing, responsive designs and robust technical development.

• Elements: Crafting email templates that look good on all devices, ensuring deliverability, and integrating with CRM/ESP platforms.
• Impact: Well-designed emails can significantly improve open rates, click-through rates, and conversion rates. Poor design can lead to emails being marked as spam or simply ignored.

Sales, Marketing and Customer Success Support for B2B Companies

B2B customer relationships are typically longer, more complex, and involve multiple stakeholders.

Wedocrm.co explicitly offers support across the entire customer lifecycle for B2B clients, acknowledging these unique dynamics.

• Integrated approach: Aligning sales, marketing, and customer success efforts to create a seamless experience from lead generation to customer retention.
• Strategic focus: Helping B2B companies nurture leads, accelerate sales cycles, and build long-term client relationships.

General Email Marketing Development and Execution

While multi-channel is crucial, email marketing specifically gets a dedicated mention, underscoring its foundational role in their services. Venuetech.au Review

This includes everything from basic campaign setup to advanced segmentation and automation.

Other Custom CRM and MarTech Requests

This final point indicates their flexibility and willingness to tackle bespoke client needs that might not fit neatly into predefined service categories.

It suggests a client-centric approach where they can adapt to unique challenges.

Wedocrm.co Pros & Cons

Alright, let’s break down the advantages and potential drawbacks of Wedocrm.co based on what their website tells us.

It’s about weighing what they bring to the table against any areas where they might fall short or require more information. Nounq.com Review

Pros:

Wedocrm.co brings several strong advantages to the table, especially for businesses grappling with complex CRM challenges.

• Specialized CRM and MarTech Expertise: This is arguably their biggest strength. Instead of being a generalist marketing agency, they focus intensely on CRM and MarTech. This specialization suggests a deep understanding of platforms like Salesforce, HubSpot, Dotdigital, and Customer.io, which are complex ecosystems requiring dedicated knowledge.
  • Benefit: You’re working with experts who breathe CRM, not just someone dabbling in it. This means more efficient solutions and fewer costly mistakes.
  • Evidence: “We are experts in CRM and ESP software like SalesForce, Dotdigital, Customer.io and HubSpot, delivering tailored support that generic agencies cannot match.”
• “Insourced Model” for Deeper Integration: Their unique approach of embedding within client teams addresses a common frustration with traditional agencies – the feeling of being an external vendor rather than a true partner.
  • Benefit: This promises better communication, faster response times, and a more tailored service that genuinely adapts to your existing workflows.
  • Highlights: “Fast Onboarding,” “Real-time Communications,” “Sensible SLAs,” “Flexibility as Standard.”
• Transparency and Legitimacy: The inclusion of company registration numbers Company no: 12584039, ICO registration no: ZA835975, VAT no: GB368880932 and a physical registered address 86-90 Paul Street, London EC2A 4ND on the footer is a significant positive.
  • Benefit: This indicates they are a properly registered and regulated entity in the UK, building trust and demonstrating accountability.
• Comprehensive Service Offering: They cover a wide spectrum of CRM needs, from migration and implementation to strategy, campaign management, and compliance.
  • Benefit: This means businesses can rely on one agency for multiple CRM-related tasks, leading to more cohesive strategies and less vendor management.
  • Scope: Services range from “CRM and ESP System Migration and Implementation” to “Guidance on GDPR Compliance” and “Multi-channel Campaign Management.”
• Client Testimonials and Case Studies: The website features testimonials from named individuals e.g., Tony Allen, ex-Head of CRM at Pearson and case studies e.g., “SendGrid to Customer.io: Migration of Transactional Communications for a Fintech Client”.
  • Benefit: Real-world examples and client feedback offer social proof and demonstrate their ability to deliver results.
  • Benefit: Helps clients navigate complex data privacy regulations, minimizing legal risks and building customer trust.

Cons:

While Wedocrm.co presents a strong case, there are a few areas where their website, and thus their initial offering, could be more transparent or robust.

• Lack of Transparent Pricing: This is a significant drawback for many businesses evaluating agency partners. While they mention “Simple Retainers capped or uncapped,” there are no indicative price ranges, typical project costs, or package structures.
  • Impact: Potential clients have no immediate way to gauge if their services align with their budget without direct engagement, which can be a barrier for initial consideration.
  • Industry practice: Many agencies, even those offering custom solutions, provide starting prices or examples of typical project costs to manage expectations.
• “Key Stats” Displaying “0”: The section “Some of our key stats…” showing “Combined Years Experience 0 +”, “Global Brands Partnering with Us 0 +”, “Revenue TTV Generated £ 0 m+”, and “Automation Journeys Built 0 +” is highly concerning and detracts significantly from their credibility.
  • Impact: This immediately raises questions about their experience and track record. While it might be a website error or a placeholder, it severely undermines the image of an “expert team” that has been around.
  • Recommendation: This needs to be rectified immediately as it contradicts their claims of being a “leading CRM agency.” If these are indeed placeholders for dynamic data, they should at least show some representative figures or be removed until live data is integrated.
• Generic FAQs: While they have an FAQ section, the questions are quite general “What is the Insourced Model?”, “Is there flexibility in the support I can have?”. They don’t delve into more technical or common troubleshooting questions that a potential client might have.
  • Impact: Misses an opportunity to address specific concerns or demonstrate deeper technical expertise upfront.
• Focus on “Future” Dates in Blog: The blog post dates listed e.g., “3 June 2025,” “27 May 2025,” “21 May 2025” are in the future.
  • Impact: This is a minor but noticeable error that can give the impression of a site not being regularly updated or carefully maintained. It can undermine trust slightly.
• Limited Public Portfolio/Case Study Detail: While they mention case studies, the level of detail provided on the homepage is limited. A more extensive, browsable portfolio with clear outcomes and client challenges/solutions would be beneficial.
  • Impact: Harder for potential clients to visualize how Wedocrm.co has solved specific problems similar to their own.

In conclusion, Wedocrm.co presents a strong foundation with specialized expertise and a unique engagement model.

However, the glaring issue with the “0” stats on their homepage is a significant red flag that needs immediate attention, as it directly impacts their perceived trustworthiness and experience. Profitsvision.com Review

Without transparent pricing, the sales funnel also becomes less efficient, requiring more effort from both parties for initial qualification.

Wedocrm.co Alternatives

When considering an agency like Wedocrm.co, it’s wise to look at alternatives, whether you’re seeking a different approach, a specific niche, or a more budget-friendly option.

Here, we’ll explore different types of alternatives and why they might be a fit, always focusing on ethical and permissible business practices.

Why explore alternatives? No single solution fits every business. Your needs, budget, internal capabilities, and desired level of involvement will dictate the best partner. Exploring alternatives helps you make an informed decision and find the best strategic fit.

Large Global Consulting Firms e.g., Accenture, Deloitte Digital

These are the giants in the consulting world, offering end-to-end digital transformation services, often including deep CRM and MarTech expertise. Deliainteriors.com Review

• Pros:
  • Breadth of services: Can handle incredibly complex, large-scale projects across IT, strategy, operations, and marketing.
  • Global reach: Ideal for multinational corporations.
  • Deep industry knowledge: Often have dedicated practices for specific industries.
  • Access to top talent: Recruit from the best universities and have vast internal knowledge bases.
• Cons:
  • Very expensive: Their services come at a premium, often beyond the reach of SMBs.
  • Slower and more bureaucratic: Can be less agile than smaller, specialized agencies.
  • Less personal touch: You might work with a rotating team rather than a consistent, dedicated one.
• When to consider: If you are a large enterprise with complex, multi-faceted digital transformation needs and a substantial budget.

Specialized CRM/MarTech Agencies Similar to WeDoCRM but with variations

This category includes other agencies that focus specifically on CRM and MarTech, but they might have different platform specializations, engagement models, or client focus.

• Examples: Agencies focusing solely on Salesforce consulting, HubSpot partners, Adobe Experience Cloud specialists, or agencies with a strong focus on marketing automation implementation.
  • Deep platform expertise: Often even more specialized than WeDoCRM on one or two particular platforms.
  • Proven methodologies: Have fine-tuned processes for implementation and optimization within their niche.
  • Potentially more transparent pricing: Some may offer package deals or clearer rate cards.
  • Limited scope: Might not offer the full breadth of MarTech services if you need support across many tools.
  • Might not offer “insourced” model: Most operate as traditional external agencies.
• When to consider: If you have a specific CRM or MarTech platform in mind and need deep expertise on that particular system, or if you prefer a traditional agency engagement.

Freelance CRM/MarTech Consultants

Platforms like Upwork, Fiverr for smaller tasks, or LinkedIn can connect you with individual freelancers who are experts in CRM and MarTech.

*   Cost-effective: Often significantly cheaper than agencies or large firms.
*   High flexibility: Can be hired for specific projects, hourly work, or temporary engagements.
*   Direct communication: You work directly with the expert.
*   Varying quality: Requires thorough vetting to find reliable and skilled individuals.
*   Limited bandwidth: A single freelancer has capacity constraints.
*   No team support: You don't get the collective knowledge or redundancy of an agency team.
*   Less formal processes: Might lack the structured project management of an agency.

• When to consider: For smaller projects, specific technical tasks, or if you have a tight budget and are willing to invest time in vetting candidates.

In-house CRM/MarTech Team Development

Instead of outsourcing, you might invest in building or strengthening your internal team with dedicated CRM and MarTech specialists. Blindsandawnings.org Review

*   Full control: Complete ownership of your CRM strategy and execution.
*   Deep organizational knowledge: Internal teams naturally understand your company culture and specific business nuances.
*   Long-term asset: Building internal capabilities creates lasting value for your company.
*   Potentially lower long-term cost: After initial investment, running an internal team might be cheaper than continuous agency fees.
*   High upfront investment: Costs of hiring, training, and retaining skilled talent are significant.
*   Talent scarcity: Finding qualified CRM and MarTech experts can be challenging.
*   Maintenance: Requires ongoing professional development and access to industry trends.
*   Scalability issues: Difficult to scale up or down quickly for fluctuating project needs.

• When to consider: If CRM is a core strategic differentiator for your business, if you have consistent, ongoing needs, and if you are committed to long-term investment in internal talent.

Digital Marketing Agencies with CRM Services

Many full-service digital marketing agencies offer CRM services as part of their broader suite, which might include SEO, PPC, social media, and content marketing.

*   Integrated approach: Can provide a holistic view of your digital presence, connecting CRM efforts with other marketing channels.
*   Convenience: One vendor for multiple marketing needs.
*   CRM might not be their core expertise: Could be a secondary service, meaning less specialized knowledge than a dedicated CRM agency.
*   Less depth in complex CRM issues: May not be equipped for highly technical integrations or custom development.

• When to consider: If you need a single agency to manage most of your digital marketing efforts, and your CRM needs are not overly complex or require deep technical specialization.

When evaluating any alternative, consider their pricing model, transparency, client testimonials look for tangible results, industry focus, and how well their engagement model aligns with your operational preferences.

Always request detailed proposals and, if possible, speak to their existing clients.

How to Cancel Wedocrm.co Subscription

Based on the information provided on the Wedocrm.co website, they operate on a “simple monthly cost” retainer model, primarily based on a 12-month commitment with a standard 2-month break-clause. This is an important detail for understanding their cancellation process.

Direct Approach to Cancellation: Katherinemclee.com Review

1. Contact Your Account Manager: The most direct and likely effective way to initiate cancellation is to contact your dedicated account manager or the primary point of contact you have at WeDoCRM. Since they emphasize an “Insourced Model” and “Real-time Communications,” it’s reasonable to assume direct engagement is preferred.
2. Formal Notice: As per their FAQ: “The retainers are based on a 12-month commitment, but we have a standard 2-month break-clause built in.” This means you would likely need to provide at least two months’ written notice before your intended cancellation date. This notice should formally state your intention to terminate the agreement and the effective date.
   • Why written notice?: Always put cancellation requests in writing email is usually sufficient, but check your contract for any specific requirements like registered mail. This creates a clear record of your communication.
3. Review Your Contract: Before initiating any cancellation, it is imperative to thoroughly review the specific contract or service agreement you signed with WeDoCRM. This document will contain the legally binding terms and conditions regarding cancellation, including:
   • Exact notice period required.
   • Acceptable methods of notification email, certified mail, etc..
   • Any penalties or fees for early termination if you cancel outside the break-clause or before the 12-month commitment is met.
   • Details on the return of any intellectual property, data, or handover procedures.
4. Confirm Cancellation: After sending your notice, ensure you receive a written confirmation from WeDoCRM acknowledging your cancellation request and the effective termination date. This helps prevent disputes later on.
5. Data Handover and Offboarding: Discuss the process for data handover, access to any systems they managed, and general offboarding procedures. A professional agency should have a clear process to ensure a smooth transition and that you retain full ownership of your data and assets.

Key points to remember from their website regarding cancellation:

• 12-month commitment: Expect this to be the default contract length.
• 2-month break-clause: This implies flexibility, but it’s a notice period, not a free exit at any time. You still need to give two months’ heads-up.
• “We never want to trap you in a long contract.”: While this sounds reassuring, it’s balanced by the 12-month commitment. The break-clause is their way of offering flexibility within that structure.

Contact Information for Initiation if you don’t have a direct contact:

• Phone: 0203 319 5273
• Email: [email protected]
• WhatsApp: Link available on the website WhatsApp us

It’s always best practice to maintain open communication and clarify any uncertainties with the agency directly to ensure a smooth cancellation process.

How to Cancel Wedocrm.co Free Trial

The Wedocrm.co website does not explicitly mention or offer a “free trial” for their services. Their business model appears to be focused on retainer-based engagements for ongoing CRM and MarTech support, rather than a self-service product that would typically come with a free trial.

What they offer instead: Emptysoda.com Review

• “Request our agency deck” / “Download our agency deck”: This is a common way for agencies to provide an overview of their services, team, and approach before a formal engagement. It’s an informational download, not a trial of a service.
• “Book in a call with the team”: This is their primary call to action for prospective clients to engage and discuss their needs. This would be a discovery call, not a trial period.

Therefore, if you haven’t entered into a formal retainer agreement with Wedocrm.co, there wouldn’t be anything to “cancel” in the sense of a free trial.

If you have engaged with them for an initial consultation or preliminary discussions and decide not to proceed, simply communicate that decision directly to their team.

You can use the contact information provided on their website for this:

• WhatsApp: Through the link provided on their site.

Key takeaway: Since there’s no mention of a free trial for their agency services, you won’t need to follow a “cancellation” process typical of software subscriptions. Your engagement would likely begin directly with a signed service agreement outlining the retainer terms. If you’ve only had introductory conversations, simply inform them that you won’t be moving forward.

Wedocrm.co Pricing

Wedocrm.co’s website explicitly states they offer “Simple Retainers” that can be “capped or uncapped” to ensure clients have the necessary resource levels. However, they do not publish any specific pricing tiers, general cost estimates, or a pricing page. Lucasthorley.com Review

What we know about their pricing model from their FAQ:

• Simple Monthly Cost: They charge a “simple monthly cost that provides value for both parties.” This indicates a recurring fee structure.
• 12-Month Commitment with Break-Clause: “The retainers are based on a 12-month commitment, but we have a standard 2-month break-clause built in.” This means clients are typically expected to commit for a year, with the flexibility to exit early by providing two months’ notice.
• Tailored to Needs: The cost depends on “the general work and level of support and specialisms needed.” This suggests a customized pricing approach, where the monthly retainer is determined after assessing a client’s specific requirements, project scope, and the complexity of the CRM/MarTech environment.
• No Hidden Costs: They explicitly state, “There are no hidden costs.” This is a positive sign, indicating transparency in the agreed-upon monthly fee.
• Availability: “We’re available for you any time Monday – Friday, 9am-5.30pm, just like your employees.” This implies the retainer covers a defined scope of accessibility and support during business hours.

Implications of this pricing approach:

• No Upfront Cost Transparency: Potential clients cannot get an immediate sense of the financial investment required without directly engaging with WeDoCRM for a consultation. This can be a barrier for some businesses that prefer to pre-qualify vendors based on published price ranges.
• Customized Solutions: The lack of fixed pricing suggests that their services are highly customized. This is common for agencies offering complex, bespoke solutions rather than off-the-shelf products. The price will reflect the specific blend of CRM migrations, strategic consulting, campaign management, and ongoing support needed.
• Value-Based Pricing Likely: It’s probable that their pricing is value-based, meaning it’s tied to the perceived value they deliver e.g., increased revenue, improved efficiency rather than just hourly rates.

How to get a quote from Wedocrm.co:

To understand the cost for your specific needs, you would need to:

1. Download their Agency Deck: This might provide more general context, though unlikely to contain specific pricing.
2. Book a Discovery Call: This is their primary call to action for discussing your requirements and getting a tailored proposal. During this call, they would likely assess your current CRM setup, identify pain points, and define the scope of work needed to provide a cost estimate.

In summary, Wedocrm.co operates on a custom retainer model, where pricing is determined after a detailed assessment of a client’s specific requirements.

While they promise “simple retainers” with “no hidden costs,” the absence of public pricing means direct engagement is necessary to understand the financial commitment.

Wedocrm.co vs. Competitors

It includes various types of service providers, each with distinct strengths and weaknesses.

WeDoCRM positions itself as a specialized CRM and MarTech agency with a unique “Insourced Model.” Let’s compare this to different competitor profiles.

Key Differentiator of WeDoCRM: Their “Insourced Model,” where they aim to integrate deeply into a client’s team, offering real-time communication and flexibility. This contrasts with traditional agency models.

Wedocrm.co vs. Large Global Consulting Firms e.g., Accenture, Deloitte Digital

• WeDoCRM Strengths:
  • Agility & Focus: Likely more nimble and less bureaucratic due to its smaller size and specialized focus.
  • Potentially more cost-effective for mid-market: While pricing isn’t public, they’re unlikely to command the exorbitant rates of top-tier global firms.
  • Personalized “Insourced” Model: Offers a deeper, more integrated partnership feel.
• Large Firms Strengths:
  • Scale & Breadth: Unmatched capacity for massive, complex, global digital transformations.
  • Brand Reputation: Decades of experience and a strong global reputation.
  • Diverse Expertise: Access to a vast pool of experts across every conceivable business function beyond CRM.
• When WeDoCRM might be preferred: For medium-sized businesses or large departments seeking dedicated, specialized CRM/MarTech support with a preference for a highly integrated working relationship, without the overhead and formality of a global giant.

Wedocrm.co vs. Other Specialized CRM/MarTech Agencies

This is WeDoCRM’s most direct competitive set.

These are agencies whose core business is also CRM and MarTech.

*   "Insourced Model" as a Differentiator: This unique selling proposition USP sets them apart from agencies that maintain a more traditional client-vendor relationship.
*   Flexibility & Responsiveness: Emphasis on "Sensible SLAs" and "Flexibility as Standard" might offer a more adaptable service compared to rigid project-based agencies.
*   Platform Agnostic Claimed: They state they are "system agnostic," implying they recommend the best technology for the client, rather than pushing a specific platform they specialize in.

• Other Specialized Agencies Strengths:
  • Hyper-Specialization: Some agencies might be even more narrowly focused on a single CRM e.g., exclusively a Salesforce partner or HubSpot agency, potentially offering unparalleled depth in that one platform.
  • Transparent Pricing: Many specialized agencies provide clearer pricing models or package deals upfront, which WeDoCRM lacks.
  • Stronger Public Portfolios: Competitors might have more extensive, detailed, and easily accessible case studies/portfolios.
• When WeDoCRM might be preferred: If the “Insourced Model” resonates strongly with your need for a highly integrated partner and you prioritize flexibility and real-time collaboration over strict project-based engagements.

Wedocrm.co vs. Full-Service Digital Marketing Agencies with CRM capabilities

*   Dedicated CRM Focus: Their core business is CRM/MarTech, not just an add-on service. This suggests deeper expertise and resources allocated specifically to these areas.
*   Technical Depth: More likely to handle complex integrations, migrations, and custom CRM development compared to generalist marketing agencies.

• Full-Service Agency Strengths:
  • Holistic Marketing Strategy: Can provide a more integrated view of all your digital marketing efforts, ensuring consistency across channels.
  • Single Vendor Convenience: One point of contact for all your digital marketing needs.
• When WeDoCRM might be preferred: If your primary challenge is CRM optimization, data strategy, or MarTech implementation, and you need a dedicated expert rather than a general marketing partner.

Wedocrm.co vs. Freelance Consultants

*   Team Backing: Offers the collective expertise and redundancy of an agency team, rather than relying on a single individual.
*   Structured Processes: Likely has more formalized project management and client service processes.
*   Scalability: Can assign more resources to a project as needed.

• Freelancer Strengths:
  • Cost-Effectiveness: Often the cheapest option.
  • Direct Access to Expert: You work directly with the individual with the skills.
  • Extreme Flexibility: Ideal for very specific, short-term tasks.
• When WeDoCRM might be preferred: For larger, ongoing CRM projects that require a team approach, structured support, and reliability beyond what a single freelancer can typically provide.

In conclusion, WeDoCRM carved out a niche with its specialized focus and “Insourced Model.” Its main challenge against competitors will be demonstrating tangible results especially with the current “0” stats issue and being more transparent about pricing to attract clients who are evaluating multiple options.

For businesses that value deep integration and a flexible, hands-on partnership in the CRM and MarTech space, WeDoCRM’s model could be a compelling alternative to more traditional agency engagements.

FAQ

What is Wedocrm.co?

Wedocrm.co is a specialized CRM Customer Relationship Management and MarTech Marketing Technology agency based in the UK, offering services such as system migration, multi-channel campaign management, data-led CRM strategy, and GDPR compliance guidance.

What is the “Insourced Model” that Wedocrm.co promotes?

The “Insourced Model” is Wedocrm.co’s unique approach where they aim to integrate seamlessly into a client’s existing team and operations, acting as an extension of their internal staff rather than a traditional external agency.

Does Wedocrm.co offer a free trial of its services?

No, Wedocrm.co does not explicitly mention or offer a free trial for its agency services on its website.

Their model appears to be based on retainer agreements for ongoing support.

How can I get a price quote from Wedocrm.co?

To get a price quote from Wedocrm.co, you would need to book a discovery call with their team to discuss your specific CRM and MarTech requirements, as they do not publish fixed pricing on their website.

What kind of CRM platforms does Wedocrm.co work with?

Wedocrm.co states they are experts in and certified by leading CRM and ESP Email Service Provider platforms such as Salesforce, Dotdigital, Customer.io, and HubSpot.

Is Wedocrm.co GDPR compliant?

Wedocrm.co offers guidance on GDPR compliance, including process implementation for its clients, and states they are compliant with the latest GDPR and International data laws in their own operations.

How do I cancel a retainer with Wedocrm.co?

Based on their FAQ, retainers are typically based on a 12-month commitment with a standard 2-month break-clause.

To cancel, you would generally need to provide at least two months’ written notice.

Does Wedocrm.co offer support for B2B companies?

Yes, Wedocrm.co explicitly offers sales, marketing, and customer success support specifically tailored for B2B companies.

What industries does Wedocrm.co serve?

While they mention supporting B2B companies and have a case study with a fintech client, their services appear broadly applicable to any organization looking to enhance its CRM and MarTech capabilities.

Are there any hidden costs with Wedocrm.co’s retainers?

Wedocrm.co explicitly states that “There are no hidden costs” with their retainers, indicating transparency in the agreed-upon monthly fee.

What are the working hours for Wedocrm.co support?

Wedocrm.co states they are available for clients any time Monday – Friday, 9 am-5:30 pm.

Can Wedocrm.co help with CRM system migration?

Yes, one of their key services is “CRM and ESP System Migration and Implementation,” indicating they can assist with moving data and processes between different systems.

What is the purpose of a CRM and MarTech system audit by Wedocrm.co?

A system audit by Wedocrm.co aims to assess a client’s current CRM and MarTech infrastructure to identify inefficiencies, underutilized features, and areas for improvement, leading to optimization recommendations.

Does Wedocrm.co provide multi-channel marketing support?

Yes, they specialize in “multi-channel marketing support” and offer “Multi-channel Campaign Management and Execution” as one of their services.

What kind of “key stats” are displayed on Wedocrm.co’s homepage?

The “key stats” section on Wedocrm.co’s homepage currently displays “0 +” for categories like “Combined Years Experience,” “Global Brands Partnering with Us,” “Revenue TTV Generated,” and “Automation Journeys Built.” This appears to be an error or placeholder.

How does Wedocrm.co handle urgent or last-minute requests?

Does Wedocrm.co offer custom CRM development?

Yes, they list “Other Custom CRM and MarTech Requests” as one of their services, indicating their willingness to handle bespoke client needs beyond their standard offerings.

How does Wedocrm.co ensure real-time communication with clients?

They promise “Real-time Communications” with direct access to their CRM team through a client’s preferred chat platforms.

What resources does Wedocrm.co offer on its website?

Wedocrm.co provides a “Resources” section with articles and case studies, such as “The Playbook for Modern Fan Engagement in US Sports” and “How to Use CRM to Improve the Customer Experience.”

Is Wedocrm.co a global agency?

Wedocrm.co states they work directly with CRM teams and organizations “worldwide” and mention “Global Brands Partnering with Us” though the current stat is 0, suggesting an international reach from their UK base.