Built around your process
The CRM fits how your team works, so they actually use it.
CRM Setup
Every Lead, Customer And Deal In One Place.
CRM selection, setup, migration and automation, so every lead is captured, every deal has a next step and your team stops working from inboxes and spreadsheets.
What's includedCRM Setup
- CRM selection and recommendation
- Pipeline and stage design
- Data cleanup and migration
- Website, email and form integrations
- Automated tasks and reminders
- Team training and documentation
Best for: Sales and service teams tracking leads in spreadsheets, inboxes or memory.
Signs You Need It
Sound Familiar? You're Not The Only One.
The problems we hear most often from businesses before they bring us in.
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/01
Leads live in spreadsheets and inboxes.
Nobody has a full picture of who's interested or where deals stand.
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/02
Follow-ups get forgotten.
Opportunities go cold because no one was reminded.
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/03
You have a CRM nobody uses properly.
It was set up once and never fitted how the team works.
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/04
Reporting is guesswork.
You can't easily see pipeline, conversion or performance.
How It Works
A Clear Process. No Surprises.
You'll know what happens at each stage. Scope, price and timeline are agreed in writing before work starts.
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01 / Map your process
Map your process.
How leads arrive, who handles them and what each stage means.
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02 / Configure
Configure.
Pipelines, fields, views and permissions set up around your process.
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03 / Connect & migrate
Connect & migrate.
Forms, email and other tools connected, existing data imported.
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04 / Train & refine
Train & refine.
Your team trained, then adjustments once they're using it.
Our Approach
What You Can Expect Working With Us.
Automation included
Reminders, assignments and follow-ups happen automatically.
Your system, your data
The account is in your name and the data is yours.
Want to know if CRM Setup is the right place to start? Tell us what's going on and we'll be straight with you.
Talk To UsQuestions
CRM Setup: Common Questions.
More about timelines, payment and ownership on the FAQs page.
It depends on your team, process and budget. We work with common CRMs like HubSpot, Zoho and Pipedrive, among others.
Yes. We clean and import existing contacts, companies and deals.
We design it around your process and train the team, which is what makes adoption stick.
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