CRM setup
A CRM set up around how you sell: contacts imported, pipelines built and connected to your website, WhatsApp and ads, with automatic follow-ups.
- Pipeline design
- Lead capture
- Auto follow-ups
- Dashboards
Why crm setup matter
When leads live in notebooks, phones and inboxes, follow-ups get missed and deals quietly disappear.
We choose a CRM that fits your budget, import your contacts, build a sales pipeline that matches how you actually sell, and connect it to your website, WhatsApp and ads. Then we automate the follow-ups, so every lead gets attention.
Sound familiar?
Leads everywhere
Enquiries are scattered across WhatsApp, email and paper. The CRM gathers them in one place.
Missed follow-ups
Busy teams forget to call back. Automatic tasks and messages make sure nobody is missed.
No visibility
You can’t see what’s in the pipeline. Dashboards show it at a glance.
Everything you get
CRM selection
We recommend a CRM for your size and budget, often with a free tier.
Data import
Contacts and past customers cleaned and imported.
Pipeline design
Stages that match how you sell, from new lead to won deal.
Channel connections
Website forms, WhatsApp, Facebook lead ads and email flow straight in.
Automatic follow-ups
Tasks, reminders and messages triggered at the right time.
Dashboards & training
Clear dashboards and a training session for your team.
How we deliver it
Understand your sales
We map how leads arrive and how deals are won today.
Set up the CRM
We configure fields, pipelines and permissions.
Connect & automate
We connect your channels and build follow-up automations.
Train & support
We train your team and support adoption in the first weeks.
What you receive
- CRM recommendation and setup
- Contact import and clean-up
- Custom sales pipeline
- Website and WhatsApp lead capture
- Facebook lead ads connection
- Automatic follow-up workflows
- Sales dashboard
- Team training
Built with
Perfect for
Sales teams
Who need to see and manage every deal.
Agencies & consultants
Tracking proposals and clients.
Real estate
Managing buyers, sellers and viewings.
B2B services
Long sales cycles with many follow-ups.
Common questions
It depends on your team and budget. We often start with free or low-cost tiers and only upgrade when needed.
Works well with
Let AI take the busywork.
Book a free call. We’ll show you exactly what we can automate in your business.