CRM Implementation & Automation
A CRM your team actually uses. We set up HubSpot, Zoho or Podio around your real sales process, migrate your data cleanly and automate the follow-ups that slip through the cracks.
Sound familiar?
- Leads sit in inboxes and spreadsheets, and some never get a reply
- Your CRM is half set up and the team works around it
- No clear view of the pipeline or what's actually converting
After working with us
- Every lead captured, assigned and followed up automatically
- One source of truth your whole team relies on
- Dashboards that show where revenue comes from
Everything you need to go live with confidence
- 01
Process mapping
We map your pipeline stages, roles and handoffs before touching any settings.
- 02
CRM setup & configuration
Pipelines, properties, permissions and views tailored to how your team works.
- 03
Data migration
Clean, deduplicated import from spreadsheets or your old system.
- 04
Workflow automation
Lead routing, follow-up sequences, task creation and reminders.
- 05
Integrations
Forms, calendars, email and your other tools, connected end to end.
- 06
Training & handover
Team training, documentation and a support window after go-live.
Platforms we work with
- HubSpot
- Zoho CRM
- Podio
- Zapier
- Power Automate
- Calendly
[Client name]: [headline result]
[Two or three sentences: the client's challenge, what we built, and the measurable outcome.]
Discuss a similar project →Common questions
It depends on your team size, budget and processes. In our free assessment we compare the options against your needs and recommend one, even if it's the CRM you already have.
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