CRM Setup & Configuration
No lead falls through the cracks.
Full CRM design, configuration, automation, and training so your pipeline actually runs.
Everything needed for a CRM that runs.
- Platform evaluation and selection
- Data architecture and lifecycle stage design
- Lead scoring setup
- Automation workflows (5–10 workflows)
- Sales and marketing handoff process
- Data import and cleanup
- Team training (2 sessions)
- 30-day post-launch support
Common questions
What is CRM setup and configuration?
CRM setup is the process of building your customer relationship management platform to match the way your business actually works — defining lead stages, automating handoffs, cleaning your data, and training your team so the system gets used instead of ignored.
Which CRM platforms do you work with?
HubSpot, Pipedrive, and Salesforce are our primary platforms. We recommend based on your budget, team size, and sales complexity.
What if we already have a CRM but it's a mess?
That's our most common scenario. We audit what you have, clean what's salvageable, rebuild what isn't, and retrain your team.
How long does CRM setup take?
3 to 5 weeks depending on platform complexity and the volume of data to migrate or clean. We'll give you an accurate timeline after the discovery call.
Do we need CRM setup before running marketing campaigns?
If you want to track what's working and route leads to the right rep, yes. Getting your CRM right before launching campaigns is always more efficient than rebuilding it after the fact.
Ready to build a pipeline
you can trust?
Book a discovery call. We'll audit your current setup and map out exactly what needs to be built, cleaned, or configured.
Book a Discovery Call