Software

CRM Setup & Automation

Stop losing leads. We set up a CRM tailored to your actual sales process pipelines, tasks, and automation so your team uses it and your data finally drives revenue.

Typical Timeline

1–2 weeks

Best For

Businesses losing leads in spreadsheets and email.

Who This Service Is For

  • Leads in spreadsheets
  • Inconsistent follow-up
  • Growing sales teams
  • Need sales visibility

Business Problems It Solves

  • Lost leads
  • No follow-up system
  • No sales visibility
  • Manual tracking

Benefits

Never lose a lead

Consistent follow-up

Sales visibility

Automated tasks

What's Included

Included

  • CRM configuration
  • Pipeline setup
  • Task automation
  • Contact import
  • Team training
  • Reporting

Optional Upgrades

  • Email/SMS automation
  • AI lead scoring
  • Custom dashboards
  • Integrations

Future Enhancements

  • Full automation suite
  • AI assistant
  • Advanced analytics

Recommended Services

Businesses that choose CRM Setup & Automation often benefit from these complementary services.

Frequently Asked Questions

Which CRM do you use?

We configure the CRM that fits your stack or recommend one.

Can it automate follow-up?

Yes tasks and sequences are built in.

Do you train my team?

Yes training and documentation are included.

Related Resources

Ready to start your CRM Setup & Automation project?

Book a free strategy call and we'll map out the right scope for your business - with CRM Setup & Automation already in mind.