A CRM set up around how you actually sell

The CRM gets bought with good intentions. Then the pipeline doesn't match how the business really sells, the contacts are full of duplicates, half the team never logs in, and leads still live in inboxes and spreadsheets.

A good CRM setup starts from your sales process, makes the right action obvious for every lead, and automates the reminders people forget.

Our recommendation: GoHighLevel for most local service businesses that want follow-up and booking in one place. HubSpot for B2B sales and teams that need strong reporting. We also work with Pipedrive and Zoho on request.

• Pipelines and stages that mirror how your deals actually progress
• Custom fields for what matters to you: service type, budget, source, location
• Contact import from spreadsheets or your old CRM, deduplicated and cleaned
• Forms and calendars connected so leads and bookings flow in automatically
• Lead source tracking so you know which channels bring in customers
• Automations for assigning leads, creating follow-up tasks, sending reminders and nudging stale deals
• Email templates and sequences for your most common messages
• Dashboards showing new leads, pipeline value, conversion and team activity
• User roles so each person sees what they need

1. 1

   Choose a package and pay online.

2. 2

   Sales process call

   (30 minutes): how leads arrive, who handles them and what happens next.

3. 3

   Design:

   pipeline, fields and automations proposed for your approval.

4. 4

   Build and import:

   configured in your account, with data imported and checked.

5. 5

   Test

   forms, automations and notifications end to end.

6. 6

   Train your team

   and hand over admin documentation.