A badly configured CRM creates more problems than it solves — cluttered pipelines, missing data, manual data entry, and reporting you don't trust. We implement and configure your CRM correctly from da...
Full-service crm setup & integration — no outsourcing, no shortcuts.
Discovery sessions with your sales, marketing, and CS teams to define requirements: deal stages, pipeline structure, custom properties, reporting needs, and integration requirements — before any configuration begins.
Full CRM configuration: deal stages with exit criteria, contact and company property structure, pipeline setup, user permissions, and team organization — built to your actual sales process, not a template.
Clean data migration from your existing CRM, spreadsheets, or scattered sources: data mapping, deduplication, normalization, and import — with validation to ensure data integrity after migration.
Integration with your existing tech stack: email (Gmail, Outlook), calendar, marketing automation, billing (Stripe, QuickBooks), support desk, and other business tools via native integrations or Zapier.
Sales workflow automation: lead assignment rules, deal stage progression triggers, follow-up task creation, notification routing, and data enrichment — eliminating manual CRM data entry for your team.
Custom reporting dashboards for leadership and individual reps: pipeline health, forecast accuracy, activity metrics, win/loss analysis, and revenue attribution — data your team actually uses.
Role-specific training for sales reps, managers, and admins — covering daily workflows, data entry standards, reporting, and CRM best practices to maximize adoption.
A proven 4-step process from discovery to delivery.
Requirements gathered from all stakeholders. CRM architecture designed: pipeline structure, property taxonomy, integration map, and automation logic. Design reviewed before any configuration begins.
CRM configured to spec. Integrations connected and tested. Automation workflows built and validated. Reporting dashboards created.
Historical data migrated, deduplicated, and validated. Data quality report delivered. Issues resolved before team access is granted.
Team training delivered by role. CRM launched with your team actively using it. 30-day hypercare support period for questions and adjustments.
We primarily implement HubSpot, Salesforce, and Pipedrive. We can also configure Close, Monday CRM, Zoho, and other platforms. If you haven't chosen a CRM yet, we advise on the right fit for your team size, budget, and sales motion.
Yes — data migration is a core part of every CRM implementation. We handle mapping, cleaning, deduplication, and import. Complex migrations (multiple sources, inconsistent data) take longer but are fully manageable.
Standard HubSpot or Pipedrive implementation: 4–6 weeks. Salesforce implementation: 6–10 weeks. Timelines extend for complex data migrations, custom development, or large team sizes.
Adoption is the hardest part of CRM implementation — and we address it directly. Role-specific training, simplified data entry workflows, and automation that removes manual work are all designed to make adoption the path of least resistance.
Yes — we offer monthly CRM administration retainers for ongoing support: new workflow automation, reporting additions, integration updates, and user training as your team grows.
Book a free strategy call. We'll review your current situation and show you exactly how we can help.
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