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Excellent service from Andy, helped me set up and understand so much of what Keap can do. Highly recommend, actually understands the business processes rather than being too technical focused. Thank you! Jill
All-in-One CRM and Marketing Automation Platform
Powerful & Comprehensive Automation Toolset
Turn chaos into smooth operations by automating workflows yourself
You bought the software because it promised to make things easier. Instead, you're spending precious evenings watching tutorials, troubleshooting problems, and trying to figure out if you're even using it right.
Every hour spent managing technology is an hour taken away from what really matters – serving your customers and growing your business. You didn't start your business to become a tech expert. And you shouldn't have to be one.
Let us handle the technical complexity, so you can get back to doing what you do best – running your business.
This is how we help
Simply tell us what you need, and consider it done!
No need to learn the technical details, watch tutorials, or figure things out yourself – we'll take care of everything.
Having trouble with your CRM? Want your accounting system to talk to your online store? Need to automate your customer follow-ups? Just let us know the outcome you want, and we'll make it happen.
While we're always happy to explain what we've done, most of our clients prefer to focus on their business while we handle all the technical details. That's exactly what we're here for.
Got a question or need something fixed? Simply send us an email – there's no limit to how often you can reach out. Our team will get back to you promptly with solutions and guidance, and if your challenge needs a deeper conversation, we'll send you a link to schedule a quick online chat. Understanding your problems and helping you solve them is part of our service – no extra charges, no hidden fees. We believe great support shouldn't come with a meter running.
We charge for the time it takes us to fix your system or create a new solution. We record time by the minutes so you will never be over charged. We will provide you with an estimate before we start. We charge £1.65 per minute (Plus VAT).
Leave the technical connections to us. Using powerful tools like Zapier, we can make your different software systems talk to each other seamlessly, ensuring data flows automatically wherever it needs to go. Plus, we'll enhance your operations by integrating cutting-edge AI tools that can automate repetitive tasks, analyze data, and provide valuable insights. No more manual data entry or switching between apps – we'll create a smooth, connected system that works behind the scenes while you focus on your business.
Most implementations take 2-4 days from our first conversation to going live. We prioritize quick wins early in the process, so you'll start seeing benefits right away. The exact timeline depends on the complexity of your needs and how many systems we're connecting, but we'll provide a clear timeline before we begin.
Simple questions are usually answered within the hour.
That's exactly what we plan for! We build flexibility into every solution, knowing that businesses evolve. Our systems can scale up or down with your needs, and we can easily modify automations or add new features as your business grows. Just let us know what's changing, and we'll adapt your systems accordingly.
No special equipment needed. We work with cloud-based solutions that run in your standard web browser. If specific software licenses are required, we'll explain the options and costs upfront, helping you choose the most cost-effective solutions for your needs.
Security is our top priority. We only work with enterprise-grade, encrypted platforms and follow industry best practices for data protection. All integrations are implemented using secure protocols, and we regularly review security settings. We're happy to share our detailed security protocols with you.
Perfect! We're experts at working with existing systems. We'll assess your current setup and find ways to enhance what's working while improving or replacing what isn't. There's no need to start from scratch – we'll build upon your existing investments wherever it makes sense.
We create simple, customized training materials for your team, including video guides and documentation. Our goal is to make the technology intuitive to use. We can also provide live training sessions if needed, and remember – our unlimited email support means your team can always reach out with questions.
Absolutely! Many of our clients start with a single project to see how we work together. It's a great way to experience our service and understand the value we provide. We can suggest a small, high-impact project to get started.
We bring expertise across multiple platforms, tools, and technologies – something that's hard to find in a single IT hire. Plus, you get an entire team's knowledge and availability without the cost of a full-time employee. We specialize in business process automation and AI integration, going beyond traditional IT support.
Yes! We proactively monitor your systems and implement updates as needed. We'll keep your automations running smoothly, adjust them as platforms update, and regularly review your setup to ensure it's performing optimally. You don't need to worry about maintenance – that's our job.
We invest heavily in continuous learning and testing of new technologies. Our team regularly evaluates new AI tools and automation possibilities, but we only recommend proven solutions that deliver real business value. We'll keep you informed about relevant new technologies that could benefit your business.
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Excellent service from Andy, helped me set up and understand so much of what Keap can do. Highly recommend, actually understands the business processes rather than being too technical focused. Thank you! Jill
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Hi. My name's Simon Clark. I'm the author of the upcoming book, Fast Track, How to Sell More Faster. I also have a boutique estate agency based in the heart of the Cotswolds. I predominantly help small businesses and entrepreneurs with gaining more customers and then building relationships with them that last for the life of the business.
Over the last five or six years, I've spent a lot of time working with various internet marketing platforms and e-commerce solutions. I have to say that they all have one thing in common and that's the initial setup is quite time consuming. There's a lot of testing that has to be done, and it generally just takes a really long time to actually get the product from design to launch phase.
That was until I met the team at EXELA, and I have to say they've been absolutely fantastic. I'm in the process of launching a new product, and in the last month we have actually been able to get the whole system in place. I'm not just talking about designing the forms and the follow-up emails. I'm talking about the complete package, so all of the e-commerce solutions.
We've even been able to implement an entire affiliate marketing platform as well. Their help has been absolutely incredible. They're taking me through the whole process step by step, explain the whole process as we've gone, but done it quickly and effectively in a one-to-one basis, so it's just been phenomenal.
So, if you're thinking about implementing any form of e-marketing system, e-commerce, or any kind of marketing strategy like that, you really have to talk to the guys at EXELA. They will explain everything. They will take you through the step-by-step process, and they will shave months, if not years, off of the development of your entire system.
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Hi there. Grant here from Sandler training in Oxfordshire.
Why do I learn from Infusionsoft? Because it turns my pages and pages of notes and idea into an actual campaign that works.
I can get all the information I need to get out to potential clients, existing clients, and also people that just want more information. They can get our newsletters, and get our invitations, and they can get everything that I want to get out, it's simple. I don't have to worry about chasing people up, I don't even have to worry about having sent out on set days. The software does it for me. I just want to say thank you David.
Thank you Infusionsoft for making my job and my time here at work so much more enjoyable and so much more easier. Thanks.
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Hi my names Keith Crockford from Rapid Adventures.
I've been using Infusionsoft with EXELA now for just over a year. I've done all the training courses with David and they were all just brilliant, and taught me everything that I needed to know to get my teeth stuck into Infusionsoft.
I'm still learning with Infusionsoft every day, and the good thing about EXELA is that they are always there at the end of the phone to help you out. Or if you haven't got time to do it yourself, they get on and do it for you.
I would certainly recommend EXELA for anyone looking to use Infusionsoft, especially if you want some training then David's the man to go to. So get your Infusionsoft with EXELA.
Thanks very much.
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Hello, my name is Alejandro Feiges, I'm one of the Global Directors of the International Coaching Community and we really appreciate EXELA help in order to implement Infusionsoft in our organisation.
Within a month, we were able to deploy all the features of the platform and really start seeing the changes that Infusionsoft is causing in our organisation. So we are really happy with the process, the consultancy was really focused on what we want, what we needed and we were helped and the consultant was always listening our needs and providing the best solution in hand in order to make the most of the platform.
So for sure, we are really contacting again EXELA in order to implement further features of Infusionsoft or expanding our knowledge on the platform in that sense. So we appreciate and give our big thanks to EXELA team and we be in touch. Thanks
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Hello, my name is Mark Hammond. I run a marquee high business, specializing in small marquees for going back garden.
I've been using EXELA as my preferred infusion partner since February now. I've been extremely pleased with them. It's my first time using Infusion Soft, and the team at EXELA made sure I was well equipped right from the start.
The trainer I got early on gave me a real good head start. Gave me a feeling that I wanted to jump in as soon as I left the classroom. The training that David and EXELA gave me was well worth it, and when we've started to build my first campaign, it was an absolute breeze because of what I had learned. The training team had totally patience with us Infusion newbies, and sent us on our way. Now, using Infusionsoft is dead simple. I can even call EXELA if I have a minor issues, and having trouble with, and they'll help me resolve it.
Would I recommend David and EXELA to my friends and colleagues? Yes, of course. I still do, and I've probably recommended about half a dozen people to them already. The return on investment with Infusion and EXELA's training is far too great to turn down, and Infusion soft is a very large cog running my business. Without EXELA , my business wouldn't have grown anywhere near as much as it has done this year, so a big, big thank you to David and the team at EXELA for being a part of that.
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Okay, so hello to David and EXELA and Infusionsoft fans. I've been asked by David to leave a quick video detailing why I love EXELA, which I do, not just saying that and probably why I like Infusionsoft. So, my name is Michael Joslin, I'm from Marlin Catering Solutions and I suppose I'll take you from the top.
There's lots of CRM systems out there. Some very good, some not so good. Came across Infusionsoft, contacted their offices in the States who put us in touch with EXELA, bought the full package and they have impressed me continually from the start, both Infusionsoft and EXELA, from the setup process and acquiring the system, right the way down to the training. The best way I can describe that is, wanting to get into a new hobby such as fishing, not having a clue how to do it, but going out and buying the best rod, bait, tackle box and all the things that go with it and going to a lake and then wondering why you're not catching any fish. You need someone to show you how to fish, you need someone to show you how to work the equipment that you've purchased and that's something that I think the other CRM systems lack, is that you spend loads and loads of money and you can buy a really good system, but you don't know how to make the most of it, how to access its full potential and if you can't access that full potential, then you're not going to access the full potential of you and your business.
So, I'm Marlin Catering Solutions. Our business rapidly started to grow and we needed a way of keeping track of everything, that's why we decided to get a CRM system. We've since opened another company and then put a group structure in place, so that I can now send via Infusionsoft emails, news broadcasts and things like that, from my group, but target specific customers depending on which company they fall underneath and I can do that really nicely and easily using the tags, which I don't think the other CRM systems have and I don't think without EXELA and the training that I got on my start course, I don't think I would know how to utilise those and I probably would have given up.
The other thing I would definitely recommend if you're going to go with Infusionsoft and you're going to go EXELA, is almost certainly get the data capture through Outlook app, that you can get, so during your course EXELA will show you how to download different attachments and apps, most of which are free. The useful ones are free and they just round off and make your experience of using Infusionsoft a little bit better and the one that I absolutely love is the app that links Infusionsoft direct to your Outlook, so if someone sends me an email I can pull up all their details really, really quickly from within Outlook. I don't even have to go into Infusionsoft. If that person sending me the email is someone that's not known to me, I can then just click on the Infusionsoft sidebar and grab their details, their email address, phone numbers and everything, straight from their email that they've sent me and they're in my CRM system. So, it makes capturing data really easy. It makes using that data really easy and getting the most out of your business by target marketing to your customers, to your potential customers.
So, I'm loving it. Looking forward to going onto a new course doing some of the life cycle marketing as and when I've got time. The good thing and it's a nice problem to have, the good thing about EXELA's training and the Infusionsoft software is, that you will get busier and so as and when I've got the time to go back down to Cheltenham, I'm definitely be going to do the life cycle marketing course and I'm employing a new member of staff. I'm in Essex, he's going to be Taunton, so Cheltenham's really, really local for him. He's going to drive up and he's going to have to do the start course so I can get a bit of help from someone else who can use Infusionsoft in the company, and that's the good thing is that, EXELA can always do the training for as many members of staff or as many users as you've got, so that the whole company can get the use out of the software.
So, anyway, hope that's enough. I'm guessing my name's going to be on this video, so if there's any people that want to ask questions on how I utilise it, then please feel free to send me a direct Facebook message and I'll either put you back in touch with David at EXELA or answer the question myself if I know the answer.
So, good luck and hope everyone's running very successful businesses. If you're not, get Infusionsoft and then you'll probably start. So, see you later, take care, bye bye.
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Hi, my name is Chris from CDC Accounting Limited, and today I just wanted to send a video testimonial for David Holland and all the guys over at EXELA. I've known David for about a year now, and 12 months ago I went on some Infusionsoft training, very informative days.
Actually been on four or five days training since.
It really helped me understand Infusionsoft and how it can help my business. I've also used their support team. I had a particular issue with what I was doing with the campaign, sent an email off to their support team. Within minutes somebody had arranged a call. Later that day we had that call and solved the issue. Fantastic service.
I've also been quite recently to an event that they put on for full business owners. It wasn't a how to use Infusionsoft or how to sell Infusionsoft day. It was a how to make your business better day, networking with other businesses, with other uses, and it was really informative, really great day.
Thanks again to David and your team for putting that on. We love Infusionsoft and we'd recommend it to anybody, and EXELA. Cheers.
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Hi, I'm Andy Brown of Artisan Interiors. I first came in touch with EXELA, through Entrepreneur Circle of which they're a trusted supplier. It was at one of the EC events, EXELA introduced me to Infusion Soft. I had a little chat with Keith on the stand there, and he told me about the killer deal they had on at the time. I signed up, and haven't looked back since.
I was using mailchimp at the time, but wanted something more powerful. It just wasn't doing what I wanted it to do. Yes, so since signing up to Infusion Soft, have not looked back. Not only do EXELA put you in touch with the best deal, they offer some amazing training packages.
Keith was fantastic, got me set up, did my first initial training call, and yeah. Away I went. The rest is history. I'm now an Infusion Soft ninja thanks to EXELA.
Can't recommend them enough. Give them a call. They've got some great deals.
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Infusionsoft has transformed how we function with our business.
We are now able to “multi-task” in all areas. Having the ability to really focus on our customers and prospects and funnel them in a way that we couldn’t before, making sure they receive only the information of interest to them.
The EXELA training has been invaluable to us. Working through key modules laid out by our coach enabled us to fully understand how we could best leverage implementing the key tasks quickly and efficiently. We have received ongoing support and interest from EXELA, it’s great knowing that they really want us to succeed and will keep in touch with us regularly, checking on our continued progress.
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Taking my Infusionsoft coaching with EXELA enabled me to learn quickly what at first sight seemed to be a huge and somewhat daunting piece of software. What I appreciated was the helpful and easy manner of the coach in my 1:1 training who made me comfortable straight away, was very approachable, informative and helpful. The ongoing support from EXELA after my training has been remarkable and much appreciated. I look forward to a long term relationship with EXELA.
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We love the fact that EXELA continue to take an interest in our business story as it unfolds - long after completing our Infusionsoft training with them. Similar to EXELA, customer service and care is really important to us—in fact our first automated campaign in Infusionsoft is based on interacting with our clients to ask them “how are you?”
Learning a new system can be challenging, but with EXELA we received informative, straightforward coaching that enabled us to progress forward confidently.
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EXELA Infusionsoft training was a practical and thorough process which enabled us to jump-start quickly and efficiently in to reaping benefit from Infusionsoft. The key for us is that now we are able to track our customers clearly, and automate delivery of our content accordingly.
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We undertook the EXELA training in Infusionsoft and were able to bring back everything we had learned and share it with our team.
What is great about this kind of learning is the flexibility. Given the nature of our business where we work in a very hands-on-way, working with EXELA allowed us to incorporate this same method into building what we needed from Infusionsoft—we took away with us a clear and full understanding which we could then implement.
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Good afternoon. Jonathan here, from AgentCentric, and this is just a quick video testimonial in support of David Holland and his fantastic team there at EXELA Cheltenham.
We came on board with Infusionsoft a few months ago and I have to say that from point one through all the various training sessions and also the one-to-one coaching with people like Jamie, have just been invaluable. Our own business has been growing rapidly since, but it's also helped, in a huge way, our internal management.
As well as automatic lots, the stuff that had previously taken us an absolute age to do, we're also able to much better manage our internal workflow and staff by using the Infusionsoft features such as tasks, and such like. But yeah, I couldn't recommend Infusionsoft and the support that comes with it through EXELA high enough. I would give it a go, so do have a look.Get in touch with Dave and the guys on his team, as they're absolutely fantastic. Very open, very warm, and more than happy to help.Cheers for now, and have a great afternoon. Bye.
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Hello, my name's Adam and I've done two courses and was referred to them by Infusionsoft after signing up with them and I've since done the Life Cycle Marketing course, as well as the Infusionsoft start course.
Now, the Infusionsoft start course is for the purpose of tackling Infusionsoft if you're an absolute beginner. Obviously, which I was. It lasted a day, and in that time myself and the other class members ended up completely out [inaudible 00:00:25] with the system. Everybody left happy and I actually had several campaigns ended up working the very next day.I've not actually needed any help myself, but I'm a member of the Facebook support group, which is brilliant. Everyone's asking questions and they get answered immediately. As [inaudible 00:00:44] to do the Life Cycle marketing course, which was led by David Holland.
I was incredibly impressed with this. If you're a business owner, I would strongly recommend doing it, particularly if you're a start-up. I thought I'd quite a good idea about marketing, but I left after that course looking at it in a completely different light. David is a very smart bloke and he knows what's he's talking about. He actually came up with lots of ideas that I would ... actionable ideas that I went on and actually did in my own business.Infusionsoft skills paired with Life Cycle Marketing knowledge is a killer combo. I guarantee you will see returns from it, because I have. It's worth every penny. So, I strongly recommend booking yourself in, if you haven't already. Good luck.