Skip to main content
Stuart Parkins
Stuart Parkins
CRM Consultant & Fractional AI Officer

CRM & ERP backup, admin and AI help for UK small businesses

Protect your business data with reliable backups, keep your CRM/ERP clean and running smoothly, and then use AI to support automations that already work for your team.

What are three ways to improve your CRM/ERP?

1.Protect Your Data


Daily backups of your CRM/ERP with full or partial data restore options, so you can recover quickly from mistakes, bad imports or integration issues

2.Maintain Your CRM

CRM/ERP Admin & Support


Ongoing system administration covering users, fields, layouts, workflows and integrations, so your CRM/ERP matches how your business actually works

3.Get AI to Work

AI Officer & Services


Fractional AI Officer support to add practical AI on top of your CRM/ERP, starting with simple wins like better follow‑ups, summaries and email support

Talk to me - CRM Consultant & Fractional AI Officer

For over 25 years, I've helped UK businesses get more value from their systems, especially CRM and ERP platforms. Whether you're using Zoho, HubSpot, Pipedrive, Sage, Xero, QuickBooks, NetSuite or other business systems, your data is one of your most valuable assets.

It only delivers that value if it is protected, properly maintained, and then used strategically with automations and AI. I work with SMEs who believe their business data deserves the same attention as their finances, people and operations

Do I need backups for my CRM or ERP?

Yes. Your CRM/ERP holds core customer and operational data, and most systems don’t give you easy, full self‑service restores. Backups protect you from accidental deletions, bad imports, rogue integrations and staff mistakes, and make it much easier to recover quickly when something goes wrong.

What does a CRM/ERP admin or optimisation service do?

A CRM/ERP admin service keeps your system tidy and aligned with how you actually work. That includes users and permissions, fields and layouts, workflows, reports and integrations, so your team sees the right information, trusts the data, and can rely on the system every day.

How can AI help my CRM or ERP?

AI can summarise notes, draft follow‑up emails, suggest next actions and surface patterns in your CRM/ERP data, saving your team time and reducing missed opportunities. The key is to start with a clean, well‑structured system and clear guardrails so AI supports people without risking data leaks.

How do we get started?

We start with a short call or service specific questions to understand your current systems, risks and priorities, then agree a small first piece of work such as a backup review or CRM tidy‑up. From there, we can decide whether you need one‑off fixes, ongoing support, or help adding AI safely

Who is this CRM & AI support for?

This service is for UK small and medium businesses that already use a CRM or business system but feel it’s under‑used, messy or risky. If no one clearly “owns” your CRM/ERP and you want practical help with backups, admin and AI, I act as your part‑time specialist

Why do my data and processes matter for CRM, ERP and AI?

Clean data and clear processes decide whether your CRM/ERP and any AI on top of it actually help or just create noise. When your fields, stages and workflows match how you really work, reports make sense, automations run reliably, and AI can give useful, accurate suggestions.