CRM Setup
Stop losing deals in spreadsheets and memory.
CRM setup, cleanup, automation, and daily upkeep — HubSpot, Pipedrive, GoHighLevel, Zoho — so every lead gets followed up, every time.
From $349 per project
Overview
What this looks like in practice
Most businesses don't lose deals to competitors; they lose them to silence — the enquiry nobody answered, the follow-up that never happened, the quote that expired unnoticed. A working CRM makes silence impossible.
We set up (or rescue) your CRM around how your sales process actually works, automate the follow-ups humans forget, and can even staff the daily hygiene so the data stays clean enough to trust.
Quick facts
- Starting at
- $349 per project
- Turnaround
- Most setups and cleanups finish within two weeks
- Our promise
- Team training and documentation included
- Quote turnaround
- Priced proposal within 24 hours of your enquiry
Benefits
Why businesses hand this to us
CRM setup, cleanup, and automation so no lead ever slips through.
A pipeline you can trust
Stages that match your real sales process, so the pipeline view tells the truth about your month.
No lead left behind
Automated capture from every channel and follow-up sequences that fire without anyone remembering.
Adoption, not just setup
Training and simplification so your team actually uses it — the #1 reason CRMs fail isn't software.
Managed upkeep available
Our admin team can own data hygiene, imports, and reporting so the CRM never rots again.
Deliverables
What this service can cover
Every engagement is scoped in writing before we start, so you always know exactly what's included.
- CRM selection & implementation
- Pipeline & stage design
- Data migration & deduplication
- Lead capture integrations
- Follow-up & task automation
- Sales dashboards & reporting
- Team training & documentation
- Ongoing CRM administration
Process
How an engagement runs
A predictable path from first call to delivered work — you always know what happens next.
- 01
Map
Your actual sales process, sources of leads, and where deals currently leak.
- 02
Build
Pipelines, fields, automations, and integrations configured — with your messy old data cleaned and migrated.
- 03
Train
Short, role-specific training plus cheat-sheets. If the team won't use it, we've failed — so we make it easy.
- 04
Maintain
Optional monthly administration: hygiene, reports, and tweaks as your process evolves.
Proof
Related work
How CRM setup has played out for real clients.
FAQ
Common questions
Straight answers about CRM setup — pricing, process, and what to expect.
Something else on your mind? Browse the full FAQ or ask us directly.
HubSpot for marketing-led teams, Pipedrive for simple sales pipelines, GoHighLevel for agencies, Zoho for budget-conscious breadth. We'll recommend based on your process — we don't resell licenses, so the advice is clean.
Ready to start with CRM setup? Get your free quote today.
Tell us what you need — you'll get a clear scope and a fixed price for CRM setup within 24 hours. No pressure, no obligation.
Free consultation · Response within 24 hours · No contracts required