We design and implement your CRMs, finance tools, project trackers, and everything in between. That means selecting the right software, setting it up properly, and making sure your systems are aligned with how your team works. No bloat. No guesswork. Just fit-for-purpose tools that make work easier.
We eliminate time-wasting manual tasks by building smart, no-code automations across your key workflows. Including syncing leads between forms and CRMs, automating invoice creation, or triggering updates from reporting. We use platforms like Make, Zapier, and native integrations to free up hours each week.
We turn scattered data into clear, actionable dashboards. From financial performance to team productivity, we help you track what matters - in tools like Power BI and others with full visibility of what’s working, where money’s being made, and where things are stuck. And if the data isn’t ready? We’ll fix that too.
Used right, AI can be a game-changer. We help you cut through the noise and find real, practical ways to embed AI into your business. Whether that’s streamlining processes, enhancing decision-making, or improving customer experience, we’ll build a strategy that fits your team, your tools, and your goals, no jargon, no tech overload. Just simple, focused solutions that make a difference.
Clear Advice. Solid Results.
We work with you, from first fix to long-term clarity.
Book a call and let’s start building something solid.
© 2025 Castle Avon Limited. All rights conjured wisely.
© 2025 Castle Avon Limited. All rights conjured wisely.
Real Problems. Real Distractions.
The Dragons You’re Battling
We replace fragile spreadsheets with smarter tools that scale. Dashboards, automation, and data models that won’t break under pressure or get lost in someone’s desktop folder.
✖ "We're drowning in spreadsheets.”
✔︎ We threw them a dashboard.
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Smart Fixes. Built to Scale.
How We Help You Win
✖ "Great team, terrible tools - no clarity.”
✔︎ We fixed the second bit.
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Ongoing Support. Without the Jargon
We've got you.
✖ "No idea where the money's going.”
✔︎ We built a map (with warning signs).
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Proof, Not Promises
Here now. Isn't this fancy.
✖ "Reporting takes all day, multiple days sometimes.”
✔︎ Now it runs while they make coffee.
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we've helped here before.
Clients Who Get the Most From Us
✖ "It worked last week...”
✔︎ We fixed it. Updates every hour.
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Smart data. Straight-talking advice. Systems that scale.
Let’s explore how Castle Avon can support your growth.
Not ready to book a meeting yet? Get in touch with a quick enquiry.
✖ "We're making money, just not sure on what.”
✔︎ We showed them where, how, and why. Then automated it.
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Straight Answers. No Waffle.
Got a question? Here are the ones we get most. If it’s not covered, just ask.
Can you work with our current tools?Yes. We work with tools like Power BI, Excel, QuickBooks, Xero, Salesforce, HubSpot, Zapier, Make, and more. If you’re already using it, we can probably work with it.What if we don’t know where to start?That’s normal. We’ll help you untangle things, figure out priorities, and build a roadmap that actually makes sense.What kind of businesses do you work with?Mostly 10–100 person teams with no in-house data/systems resource. Often owners or ops leads juggling too much. Industries include Professional Services, Manufacturing & Engineering, Retail/E-commerce, Logistics & Supply Chain and Construction & Trades.What exactly do you do?We help small and scaling teams use data, systems, automation and AI to run more smoothly and grow smarter. Without hiring in-house.Do you only do dashboards?Nope. Dashboards are just one part. We also help with process design, automation, systems setup, reporting, and AI strategy.
Do we need to be "techy" to work with you?Not at all. We keep things simple, explain every step in plain English, and make sure you’re never lost in the jargon. You’ll always know what’s happening and why.Will you just leave us with a pile of dashboards?Absolutely not. Everything we build is designed to be used, maintained, and understood, not just tick a box.What’s your background?Castle Avon was established in 2024. Here and at prior roles we’ve helped multiple businesses, from £1M to £60M+, scale from the inside and outside. We know what growing businesses actually need, and what wastes time
Can you come to us?Certainly, we operate both in-house and remotely. We usually hold our initial meetings via Teams but can be flexible.
How fast can you get started?Usually within 1–2 weeks. If you need something urgent, let us know, we’re flexible.
something else?
✖ "Data in silos. Teams in silos.”
✔︎ We knocked down the walls.
© 2025 Castle Avon Limited.All rights conjured wisely. Privacy Policy.
Terms 0f Service Agreement
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Last Updated: 1st Aug 2025
Version: 1.101Castle Avon Limited
Registered Company No: 160090201. Scope of Services
Castle Avon Limited (“we”, “us”, “our”) provides the following services under these terms:Project Work: One-off deliverables such as dashboards, integrations, data models or automation builds.Support Retainer: Ongoing support, advice and minor development work on a monthly basis.Embedded Systems & Data Lead: A fractional service (e.g. 2 days/week) acting as your Head of Data/Systems.Each service is detailed in a separate scope of work (SOW) and/or invoice.2. Term & Termination
Project Work: Ends upon completion and acceptance of deliverables.Support & Embedded Services: Minimum commitment of 3 months, then rolling monthly.Either party may terminate with 30 days’ written notice after the minimum term.Immediate termination allowed for breach of terms or non-payment.3. Fees & Payment
All pricing will be outlined in the agreed SOW or proposal.Invoices will be issued monthly in advance.Payment is due within 7 days of invoice date unless otherwise agreed.Late payments may incur interest at 8% above the Bank of England base rate.4. Intellectual Property
We retain IP of any underlying tools, templates, or frameworks.You gain full rights to any bespoke deliverables upon full payment.Castle Avon may showcase anonymised work in future marketing unless agreed otherwise.5. Liability & Indemnity
We are not liable for indirect or consequential loss.Our total liability under this agreement is limited to the total amount paid by you in the prior 3 months.You agree to indemnify us against third-party claims resulting from misuse or misrepresentation of our work.6. Confidentiality
Both parties agree to keep all non-public information confidential.This clause survives termination.7. Data Protection
Each party agrees to comply with the UK GDPR and Data Protection Act 2018.We will only process your data as necessary to deliver the agreed services.8. Support Response Times (for Support & Embedded Plans)
Standard: Response within 2 business days.Critical Issues: We aim to respond same day, subject to availability.Channels: Email, Slack, or Teams – as agreed during onboarding.9. Working Practices
For Embedded roles, Castle Avon will integrate into your team and communication tools as agreed.Availability is capped at the days/hours outlined in your plan. Additional hours may be quoted separately.10. Governing Law
This agreement is governed by English law and subject to the exclusive jurisdiction of the courts of England and Wales.Signatures
By proceeding with services or paying your first invoice, you accept these terms.
_
Acceptance
© 2025 Castle Avon Limited. All rights conjured wisely.
Privacy Policy.
Castle Avon Limited (“we”, “us” or “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect your personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and other applicable data protection laws.1. Who We Are
Castle Avon Limited
Company Registration Number: 16009020
Registered Address: Suite2a Blackthorn House, St Pauls Square, Birmingham, United Kingdom, B3 1RL
Email: [email protected]We provide data strategy, analytics, and system integration services for UK-based organisations.2. What Data We Collect
We may collect and process the following data:Contact details: Name, email address, phone number, job title, company nameBusiness information: Project requirements, communications, and enquiry detailsTechnical data: IP address, browser type, operating system, and activity on our website (via cookies or analytics tools)Marketing preferencesAny data submitted via forms, bookings, or emailsWe do not knowingly collect data from anyone under 18.3. How We Collect Your Data
We collect data when you:Fill in a form on our website (e.g. enquiry or booking)Contact us via email, phone, or social mediaBook a meeting through our scheduling systemUse or browse our website (via cookies or analytics)Engage with us as a client, partner or supplier4. Why We Use Your Data
We use your personal data to:Respond to enquiries and provide servicesBook and manage meetingsSend relevant updates or marketing (only if you opt in)Analyse website performance and improve user experienceComply with legal or regulatory obligationsWe only process your data where we have a legal basis, including your consent, our legitimate interest, or fulfilling a contract.5. How Long We Keep Your Data
We only keep your data for as long as necessary:Enquiries: up to 12 monthsClients and partners: up to 6 years (for legal and tax purposes)Marketing data: until you unsubscribe or withdraw consentWe regularly review our retention policies.6. Sharing Your Data
We may share your data with trusted providers for:Website and CRM systems (e.g. HubSpot, Microsoft 365)Meeting and communication tools (e.g. Microsoft Teams, Zoom)IT and analytics support servicesAll third parties are under strict data protection agreements. We do not sell or rent your data.7. Your Rights
Under the UK GDPR, you have the right to:Access your personal dataCorrect inaccurate dataDelete your data (in certain circumstances)Restrict processingObject to processing for marketingWithdraw consent at any timeLodge a complaint with the ICO (www.ico.org.uk)To exercise any of these rights, contact us at [Insert contact email].8. Security Measures
We use appropriate technical and organisational measures to protect your data, including:Encrypted cloud storageAccess controls and secure loginsStaff confidentiality agreementsDespite this, no system is 100% secure. You provide data at your own risk.9. Cookies and TrackingWe use cookies and similar tracking technologies to improve your experience, understand how our website is used, and personalise content and services.9.1. What Are Cookies?
Cookies are small text files stored on your device when you visit a website. They help the site recognise your device and remember information about your visit, like preferences or activity.9.2. Types of Cookies We Use
Cookie Type Purpose
Essential Cookies Required for website functionality (e.g. navigation, page loading).
Analytics Cookies Help us understand how visitors use our site (e.g. HubSpot, Google Analytics).
Functionality Cookies Remember user choices (e.g. language, preferences).
Marketing Cookies Track browsing habits to deliver relevant ads or services.9.3. Cookies in Use
We may use cookies from third-party providers such as:HubSpot – for contact forms, analytics, and customer support tools.Google Analytics – for website usage insights.You can view each provider’s cookie policy on their respective sites.9.4. Your Consent
When you visit our website, you’ll be prompted to accept or reject non-essential cookies. You can update your preferences at any time by clearing cookies or using your browser settings.9.5. How to Manage Cookies
Most browsers allow control of cookies through settings. You can:Delete existing cookiesBlock third-party cookiesSet preferences for specific websitesNote: Disabling some cookies may affect site functionality.10. Marketing and Communication Preferences
We will only send you marketing communications if:You’ve given explicit consent (e.g. opted in), orYou’re an existing customer and it's related to similar servicesYou can unsubscribe at any time using the link in our emails or by contacting us.11. Changes to This Policy
We may update this Privacy Policy from time to time. We recommend reviewing it regularly. Material changes will be highlighted on our website.12. Contact Us
If you have any questions, concerns or would like to exercise your rights, please contact:Castle Avon Limited
Suite2a Blackthorn House, St Pauls Square, Birmingham, United Kingdom, B3 1RL
Email: [email protected]