CRM setup. A pipeline your team will actually keep up to date.
We set up or clean up your CRM, including stages, fields, automations, integrations and reports, so it reflects how you really sell and serve.
For sales and service teams whose CRM is new, half-configured or ignored, and for leaders who cannot trust the pipeline report.
CRM setup
We map your sales and service process, then configure the CRM to match: pipeline stages, required fields, lead routing, follow-up automations, email and calendar sync, and the reports leaders need. Existing data is cleaned and imported, and the team is trained on the new setup.
- (01)A pipeline that mirrors your real process
- (02)Lead routing and follow-up automation
- (03)Clean, deduplicated data
- (04)Reports leadership can trust
Tools we use for this.
- HubSpot
- Pipedrive
- Zoho CRM
- Salesforce
- n8n
- Make
We choose the stack that fits your requirements. Tool names describe our skills, not partnerships.
Setup.
1–2 weeks.
One clearly bounded piece of work, such as a system configured or a review completed, handed over ready to use.
Included
- (01)Process mapping session
- (02)Pipeline, fields and permissions
- (03)Automations and lead routing
- (04)Data cleanup and import
- (05)Integrations with email, calendar and forms
- (06)Team training and documentation
Not included
- (01)CRM licence fees
- (02)Custom CRM development
- (03)Ongoing administration after handover
How it runs
- (01) · Days 1–3
Map
Agree stages, fields and ownership with the people who sell.
- (02) · Weeks 1–2
Configure
Set up the CRM, automations and integrations; import clean data.
- (03) · End of week 2
Hand over
Train the team and agree who maintains what.
Also available as: Workshop (½–2 days) · Build & Support (Staged, ongoing). Compare the formats.
You might also
look at these.
Which CRM should we choose?
It depends on your process, team size and budget. If you have not chosen yet, we compare two or three options against your requirements before setup.
Can you migrate our existing data?
Yes. We clean, deduplicate and map existing records before import, and agree with you what is left behind.
Will you add AI to the CRM?
Where it helps, for example drafting follow-ups or summarizing calls, and always with a person deciding what gets sent.