CRM Setup & Automation
Organised customer records, sales pipeline, reminders and automated workflows — so no deal gets lost and no follow-up gets forgotten.
A CRM built for how your business actually sells.
CRM Setup & Automation is the work of getting your customer relationship management system set up properly — customer records, sales pipeline, reminders, and automation — and running it in a way that supports the way your business actually works, not the way a template says it should.
It's not just "install HubSpot." It's designing the fields, stages, workflows, and automations that match your actual sales process. Done right, a CRM stops being a data-entry burden and becomes the tool your team actually uses every day.
Deals get lost in the gap between systems.
Most businesses have a CRM — but it's set up as a template, disconnected from how the team actually works. The sales team tracks deals in spreadsheets. Customer information lives across email, calendar, and invoices. Follow-ups happen through memory and sticky notes.
The result is lost deals, missed follow-ups, duplicate work, and zero visibility into what's actually happening in the pipeline. The CRM is technically there — but it's not doing its job.
A properly set-up CRM fixes that. It centralises customer information, makes the pipeline visible, and automates the follow-ups that would otherwise be forgotten.
From scattered data to a working system.
Design
We design the CRM structure around your actual sales process — the fields, stages, and views that match how you work.
Set up
We configure the CRM (HubSpot, Pipedrive, or custom), import existing data, and connect your tools.
Automate
We build the workflows that handle reminders, follow-ups, task creation, and status updates automatically.
Train & tune
We train your team on the new system and refine it based on how they actually use it in the first weeks.
A CRM the team actually uses.
Full pipeline visibility
See every deal, every stage, and every next action in one place.
Automatic follow-ups
Reminders and sequences happen without anyone remembering them.
Centralised data
Customer history, conversations, and files in one location.
Higher conversion
Deals that would have gone quiet get seen and followed up.
Less admin
Status updates and task creation happen automatically.
Better reporting
Real data on pipeline performance, not guesswork.
A CRM that fits your business, not a template.
- CRM selection or review (HubSpot, Pipedrive, or custom)
- Custom pipeline design based on your actual sales stages
- Field structure and data model built around your business
- Data import from spreadsheets, other CRMs, or existing tools
- Email and calendar integration
- Automated task creation and reminders
- Follow-up sequences triggered by pipeline stage changes
- Integration with your website, forms, and lead sources
- Reporting dashboards for pipeline visibility
- Team training and documentation
Businesses with a pipeline and no system.
- B2B companies with longer sales cycles
- Professional services firms with multiple active engagements
- Home services and trades with a quote-to-job pipeline
- Real estate agencies and mortgage brokers
- Any business that's tracking deals in spreadsheets
Often paired with CRM Setup & Automation.
Ready to get your pipeline under control?
Tell us how you currently track deals. We'll show you what a properly set-up CRM would look like for your business.
Get a Custom Quote