CRM implementation
We choose, configure and roll out your CRM: sales pipeline, automatic lead capture, follow-up tasks and team training.
The problem
Contacts are scattered across email, a salesperson’s phone and a spreadsheet. Nobody knows how many deals are open or which ones are going cold.
What’s included
- CRM selection based on your process
- Pipeline, stages and custom fields
- Automatic lead intake from web and ads
- Data migration and training
Who it’s for
- Sales teams of 2 to 30 people
- Businesses losing track of follow-ups
Tools and integrations
- HubSpot
- Pipedrive
- Zoho CRM
- Salesforce
How we work
- 01Process map
How information flows today, who touches each step and where it gets stuck.
- 02Business case
Hours saved, errors avoided and cost — before building.
- 03Implementation
Build, testing with real data and team training.
- 04Monitoring
Alerts when something fails and improvements with use.
Frequently asked questions
Which CRM do you recommend?
The one your team will actually use. For many SMEs, Pipedrive or HubSpot are good starting points, but the decision depends on your sales process, budget and what needs connecting.
Discuss this service.
Tell us your situation in a couple of lines and we will tell you honestly whether we can help.