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CRM Setup & Marketing Automation

Your CRM implemented properly — pipelines, lead capture, scoring, automated follow-up and reporting wired across HubSpot, Zoho, Pipedrive or your stack, so no lead ever falls through again.

2–4 weeks depending on stack and data

$899.00

One-time payment. Any tax is calculated at checkout.

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  • 2–4 weeks depending on stack and data
  • 2 revisions included
  • One-time fee
  • Secure checkout — your details are never resold or shared.

About this service

Every business that generates leads eventually discovers the same expensive truth: the leak is not in the marketing, it is in the follow-up. Inquiries sit unanswered overnight, hot prospects cool in someone's inbox, and nobody can say which campaigns produce customers rather than contacts. A properly implemented CRM with automation closes that leak permanently — and "properly implemented" is the part this service delivers.

Designed around your sales reality

We start by mapping how deals actually happen in your business: where leads come from, what qualifies them, who follows up, what stages a deal passes through, and where things currently stall. From that we design your CRM architecture — pipelines and stages that match reality, custom fields that capture what matters, ownership rules, and the discipline layer: required next-actions so no deal can silently rot. Then we implement it in the platform that fits (HubSpot, Zoho, Pipedrive and others — we are vendor-neutral and will say plainly which tier you actually need).

Automation where speed wins deals

Every lead source — website forms, landing pages, WhatsApp, ads, marketplaces — is wired directly into the CRM with attribution intact. New leads trigger instant acknowledgment to the prospect and instant assignment with an alert to your team; research consistently shows response within five minutes multiplies conversion, and automation is the only way to guarantee it at 11pm. Behind that first touch we build the nurture layer: follow-up task cadences, email sequences by segment, lead scoring that surfaces buyers, meeting scheduling links, and rescue automations for deals gone quiet.

Reporting your Monday morning deserves

Dashboards show pipeline by stage and owner, conversion rates between stages, response-time compliance, and revenue by original source — finally answering "which marketing actually pays". We migrate your existing contacts and deals from spreadsheets or an old CRM, dedupe them, then train your team on the daily rhythm in a recorded session. Adoption is the real product: we design for the lazy path being the right path.

Typical implementation is two to four weeks. Optional monthly care keeps automations tuned and reports honest as the business evolves. Stop paying for leads you fail to call; make follow-up a law of physics instead of a good intention.

Outcomes you can expect

Five-minute lead response, guaranteed by automation

Pipelines that mirror how your deals really work

Every lead source captured with attribution

Scoring surfaces buyers from the noise

Reports that tie revenue to its source

What's included

  • Sales process mapping workshop
  • CRM architecture: pipelines, fields, ownership
  • Lead capture integration from all sources
  • Instant assignment and response automations
  • Nurture sequences and task cadences
  • Lead scoring model
  • Dashboards and source-revenue reporting
  • Data migration, dedupe and team training

What you receive

The exact assets and documents handed over when the engagement closes.

Implemented CRM with documented architecture

Live capture, assignment and nurture automations

Migrated, deduplicated database

Reporting dashboards

Recorded training and admin guide

Frequently asked questions

It depends on team size, budget and how heavy your marketing automation needs are. Roughly: Pipedrive for pure sales simplicity, Zoho for breadth on a budget, HubSpot when marketing and sales should live in one system and the budget allows. We implement all three (and others) and have no reseller incentives — the recommendation is yours, not ours.

It is the normal starting point. Migration includes cleaning: deduplication, formatting, dead-contact pruning and field mapping, so the new system starts trustworthy instead of inheriting the mess.

That is the design constraint we take most seriously: automations do the data entry wherever possible, required fields are minimal, and the pipeline view is genuinely easier than the old spreadsheet. Training is recorded, and the optional care plan includes adoption checkups in the first 90 days.

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