Every lead that falls through the cracks is money left on the table. A properly set-up CRM means every enquiry is tracked, every follow-up happens on time, and your sales pipeline is always visible.
We set up and configure a CRM system that fits how your business actually works — not a generic template you spend months fighting. We map your sales stages, configure your pipelines, import your contacts, and train your team so they actually use it.
The CRM we typically implement is HubSpot (free tier or paid), Zoho CRM, or a custom solution depending on your budget and requirements. We start with a discovery session to understand your sales process, then build the system around it.
Service businesses, consultancies, and product companies that are tracking leads in spreadsheets, WhatsApp, or memory. If you are losing leads because nothing is tracked properly, a CRM will change everything.
We set up your CRM from scratch. You get a fully configured system — pipeline, contacts, forms, and basic automation — ready to use
Full setup plus comprehensive training for your entire team — the complete package to ensure your team actually uses the system
We manage and maintain your CRM every month — adding contacts, cleaning data, tweaking automation, and running your monthly sales reports
Managed CRM requires a prior setup engagement. CRM platform licensing (HubSpot paid, Zoho paid) is separate from our fees. We will recommend the right platform tier for your volume and budget.
We map your current sales process: how leads come in, how you follow up, and where deals fall apart. We design the CRM around your reality.
We set up the platform: pipelines, stages, custom fields, forms, email templates, and automation. You see it live and give feedback.
We import your existing contacts, leads, and deal history. We clean and format the data so nothing is lost and everything is structured correctly.
We train your team in live sessions and hand over written SOPs. After handover you have 30–60 days of support to ask questions and request adjustments.
For most small businesses, we recommend HubSpot CRM (free tier) — it is powerful, well-supported, and the free version handles a serious sales operation. For more complex requirements or larger teams, we evaluate Zoho CRM or other platforms. We recommend based on your team size, sales volume, and budget — not a fixed preference.
Yes, this is one of the most common scenarios. Low adoption usually comes from a system that was set up incorrectly or without training. We audit what you have, rebuild the configuration to fit how your team actually works, and run training sessions. A CRM that your team trusts and understands will get used.
Yes. We connect lead capture forms on your website so every submission goes directly into the CRM. WhatsApp integration depends on the platform and your usage volume. HubSpot has native integrations with many tools; we evaluate what is possible for your specific setup during the discovery session.
Typically 1–2 weeks from kick-off to handover, depending on the complexity of your sales process and the size of your contact database. The setup engagement includes a discovery session, build phase, data import, and training sessions scheduled around your team.
Book a free discovery call. We will review how you currently track leads and show you what a properly configured CRM would look like for your business.