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CRM SETUP & AUTOMATION

A CRM Your Team
Actually Uses.

CRM setup, migration and automation built around your sales process — so every lead is tracked, every deal moves and nothing falls through the cracks.

Let's Talk Free Business Audit

THE PROBLEM

Leads Live In Inboxes, Spreadsheets And Memory.

  • Nobody knows the true status of every lead or deal.
  • The CRM was set up once, never fitted to your process and now nobody trusts it.
  • Updating records feels like admin, so it doesn't get done.

THE SHIFT

What Changes
When It Works.

BEFORE

  • Leads scattered across tools
  • An untrusted, messy CRM
  • Manual data entry
  • No pipeline visibility

AFTER

  • Every lead captured automatically
  • A clean CRM that mirrors your process
  • Records updated by automation
  • A live view of the pipeline

WHAT WE DO

Capabilities
Built Around Outcomes.

01

CRM Selection

Choose the right platform for your size, process and budget.

02

Pipeline Design

Stages and properties that reflect how you really sell.

03

Data Migration

Clean and import contacts, companies and deals.

04

Lead Routing

Assign leads to the right person automatically.

05

Integrations

Connect forms, email, calendars, ads and accounting.

06

Team Training

Make adoption easy with training and simple workflows.

HOW IT WORKS

A Clear Process,
Start To Finish.

  1. STEP 01

    Map the Process

    Document how leads become customers today.

  2. STEP 02

    Configure

    Build pipelines, fields and permissions.

  3. STEP 03

    Connect & Migrate

    Integrate tools and import data.

  4. STEP 04

    Train & Support

    Onboard your team and refine.

WHAT YOU GET

Deliverables

Process mapCRM configurationPipeline stagesData migrationLead routing rulesTool integrationsDashboardsTeam training

USE CASES

Where This
Makes The Difference.

01

Sales teams

Give reps a clear pipeline and fewer admin tasks.

02

Service businesses

Track enquiries, quotes and follow-ups in one place.

03

CRM rescues

Clean up and rebuild a CRM nobody uses.

INDUSTRIES

Who We Build This For

Real EstateProfessional ServicesSaaSConstructionFinancial ServicesEducation

FAQ

Questions, Answered.

Which CRMs do you work with?

Common platforms such as HubSpot, GoHighLevel, Salesforce, Pipedrive and Zoho.

Can you migrate our data?

Yes, we clean, map and import your existing data.

Will our team need training?

We include training and documentation so adoption is smooth.

Can the CRM connect to our website?

Yes, website forms and bookings can flow straight into the CRM.

RELATED

Related Services

01

AI Agents & Chatbots

Custom AI agents and chatbots for lead qualification, customer support, bookings and internal tasks, trained on your business knowledge.

Explore

02

Lead Follow-Up

Automated lead follow-up via email, SMS and call tasks: instant responses, nurture sequences and reminders that increase conversion.

Explore

03

Workflow Automation

Business workflow automation: triggers, approvals, notifications and data movement across your apps using Zapier, Make, n8n and custom code.

Explore

LET'S TALK

Ready To Fix
What's Holding You Back?

Tell us where things are stuck. We'll tell you honestly what we'd change.

Let's Talk
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