CRM Setup Services
CRM setup builds your pipelines and connects the CRM to your forms and ads, so every lead is recorded and followed up. It connects the tools you already use, so leads and customers are followed up without anyone having to remember.
What’s included
- CRM selection or a review of the one you have
- Pipelines and deal stages that match how you sell
- Forms and ad leads sent straight to the CRM
- Automated tasks and follow-up reminders
- Dashboards for leads and sales
- Training for your team
Who it’s for
Businesses losing leads
Enquiries arrive but follow-up is slow or patchy, and some go cold.
Teams doing it by hand
People copy data between tools and send the same messages over and over.
Brands with repeat buyers
Your customers buy more than once and you want to stay in touch with them.
How it works
- 01
Audit
Review your current tools, forms and follow-up to see where leads and customers drop off.
- 02
Plan
Map the journeys and messages, and agree what triggers each one.
- 03
Launch & Manage
Build, test and launch, then refine based on what people do.
- 04
Report
Reporting on what the flows send and what they bring back, with the next improvements.
Related services
- Sales Funnel Setup Landing pages, forms and follow-up that turn clicks into customers.
- Email Marketing Campaigns and automated flows.
- SMS Marketing Timely SMS campaigns and alerts.
- WhatsApp Marketing & Automation WhatsApp journeys, broadcasts and bots.
- Lead Nurturing Follow-up sequences that move leads to a sale.
- Chatbots Website and messaging chatbots that qualify and route enquiries.
CRM Setup FAQs
Which tools do you work with for CRM Setup?
Will it work with my website and CRM?
How is CRM Setup priced?
Talk to me about CRM Setup
Tell me what you're running and where it's stuck. I'll suggest the right starting point, and whether I'm the right person for it.