{CRM Setup}

CRM setup means configuring a customer relationship management system so every lead lands in one place, gets tagged correctly, and automatically triggers the next action — instead of living across scattered spreadsheets, inboxes, and chat threads. We build a clean pipeline around forms, WhatsApp, email, and simple dashboards that your team will actually use.

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Tools we use

HubSpotAirtableNotion

Timeline

3-10 days

Investment

Project based

Who this is for

Teams tracking leads across spreadsheets, WhatsApp, and email with no single source of truth

Growing sales teams that need visibility into pipeline stage and follow-up ownership

Businesses that bought a CRM but never properly configured it

Who this isn't for

Solo founders with under 10 active leads at a time — a simple spreadsheet may still be enough

Teams unwilling to log activity consistently — a CRM is only as good as the data going into it

How It {Works}

STEP 1

Pipeline mapping

We define your actual sales stages, from first contact to closed-won.

STEP 2

Configuration

We set up the CRM, custom fields, and automation rules around your real pipeline.

STEP 3

Integration

Forms, WhatsApp, and email are connected so leads flow in automatically.

STEP 4

Team training

We train your team on the day-to-day workflow so adoption actually sticks.

Frequently Asked {Questions}

Which CRM platform do you recommend?

It depends on team size and budget — HubSpot for growing teams needing robust automation, Airtable or Notion for lean teams wanting flexibility without a steep learning curve. We recommend a fit after understanding your pipeline.

Can you migrate our existing lead data into the new CRM?

Yes, data migration from spreadsheets or another CRM is part of the setup, cleaned and mapped to the new pipeline structure.

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