CRM setup
A CRM your sales team will actually keep up to date.
What is included
The usual scope. We adjust it to your systems, team and budget, in writing, before work starts.
- Pipeline and field design around how you sell
- Integrations with your website, ads and email
- Data clean-up and import
- Permissions and reporting
- Training and a one-page guide
How it runs
Understand
We agree on your audience, goals, constraints and what success has to look like before anything is designed.
Plan
You get a page structure, a written scope and a delivery sequence, so you know what is being built and in what order.
Build
We work in visible increments with a working preview you can click through, and review points along the way.
Launch and improve
We check the launch, watch the essentials, and agree the next improvement based on what the numbers show.
CRM setup: common questions
Which CRM should we use?
The one that fits your team size, budget and tools. We compare options with you before recommending one.
Can you move our existing data?
Yes. We clean, de-duplicate and map it before import, and check the result with you.
How long does setup take?
It depends on how much data and how many integrations are involved. The scope gives you dated milestones.
Marketing automation
Google Ads management
Web design and developmentBring us the problem, not a polished brief
Tell us what needs to work better. We reply with useful questions and a clear next step, including whether we are the right fit.