CRMImplementation&Setup
CRMSetupcentralizesyoursales,marketing,andcustomerdataintoonepowerfulsystem.
Weprovidecrmsetupservicessoyourteamclosesdealsfaster,nurturesleadsautomatically,anddeliversexceptionalcustomerexperiencesatscale.
Metrics
BuilttoDeliverResults
ResultsfromourCRMimplementationworkflows
+
CRM Systems Deployed
4–10 Days
Avg. Setup & Go-Live Time
%
Client Adoption Rate
+
Automated Pipelines & Workflows Built
Deliverables
Start-to-FinishDeliverables
CRMplatformselection&architectureplanning
HubSpotsetup/Zohocrmimplementation/Salesforcecrmsetupaccountconfiguration
Leadmanagementcrm&sourcetrackingintegration
Customsalespipelines&dealstages
Salespipelineautomation&follow-upworkflows
Email,WhatsApp&taskautomation
Customerlifecycle&segmentationsetup
Supportticketing&customerservicemodulesetup
Role-baseduseraccess&permissions
Salesdashboards&performancereports
Website,payment&adplatformintegrations
CRMdatamigrationfromspreadsheetsorlegacysystems
Documentation,usertraining&onboardingsupport
Why this matters
WhyThisMatterstoYou
Eliminatesleadleaksandfollow-updelays
Givesreal-timevisibilityintosalesperformance
Improvesteamproductivity&accountability
Strengthenscustomerrelationships&retention
Automatesrepetitivemanualsalestasks
Enablesaccurateforecastingandrevenuetracking
Alignsmarketing,sales,andsupportunderonesystem
Process
StepByStep
Discovery&SalesProcessMapping
Weunderstandyourbusinessmodel,salesflow,customerjourney,andteamstructure.
PlatformSelection&SystemArchitecture
WechoosetherightCRManddesignpipelines,fields,andmodules.
CRMConfiguration&Customization
Automationrules,dashboards,permissions,andintegrationsarebuilt.
DataMigration&Testing
Existingleads,customers,anddealsaresafelymigratedandvalidated.
AutomationDeployment
Leadrouting,follow-ups,reminders,andnotificationsgolive.
Training&Go-LiveSupport
Teamonboarding,trainingsessions,andpost-launchoptimization.
Timeline
EstimatedTimeline
Basic CRM Setup
4–7 days
Advanced CRM with Automations
1–2 weeks
Enterprise CRM & Multi-Team Systems
3–5 weeks
Who It's For
TargetAudience
Startupsbuildingstructuredsalesoperations
Growingbusinessesscalingleadmanagement
Salesteamsstrugglingwithfollow-ups&visibility
E-commerce&servicebusinessesmanagingrepeatcustomers
Enterprisesrequiringmulti-departmentCRMsystems
Tools
ToolsWeUse
HubSpot CRM
Zoho CRM
Salesforce
WhatsApp API & Email Automation Platforms
Google Workspace & Microsoft 365
Payment Gateway & Website API Integrations
Custom middleware & automation tools
Case Study
MeasuredProductOutcomes
AB2Bservicecompanystrugglingwithmissedfollow-upsimplementedourcustomCRMworkflow.Within60days,leadresponsetimedroppedby71%,dealclosurerateincreasedby39%,andmonthlysalesrevenuegrewby44%.
Pricing
Pricing&Packages
Starter
$399 – $699
Basic CRM setup, lead capture, and simple sales pipeline.
Standard
$899 – $1,499
Advanced pipeline setup, automations, dashboards, and team roles.
Premium
$1,800 – $3,600
Full CRM automation, multi-channel integrations, reporting & training.
Enterprise
$5,000+
Large-scale CRM architecture, multi-team deployments, custom automation.
FAQ’S
FrequentlyAskedQuestions
TakecontrolofyoursalesandcustomerrelationshipswithapowerfulCRMsystem.
StartyourCRMSetuptodayandscalewithclarity,automation,andconfidence.