CRM Setup & Management:Automate Your Lead Flow
Why You Need a CRM
A CRM is the central hub of modern marketing and sales. It collects leads, tracks communications and automates follow-ups.
Centralised Data
Keep contacts, deals, tasks and communications in one place.
Consistent Follow-Up
Automated reminders and sequences ensure every lead receives attention.
Improved Collaboration
Sales and marketing teams can see the same data.
Enhanced Customer Experience
Personalised communications build loyalty and trust.
Actionable Insights
Dashboards reveal where leads come from and which campaigns convert.
Scalable Growth
A well-implemented CRM positions your business for growth.
Our CRM Services
From platform selection to ongoing management, we handle every aspect.
Platform Selection
We recommend GoHighLevel, HubSpot or Zoho based on your needs.
CRM Setup
Custom pipelines, opportunity stages, user roles and contact import.
Form & Lead Capture Integration
Forms, landing pages and chatbots connected automatically.
Automation & Workflows
Welcome emails, appointment reminders and nurture campaigns.
Reporting & Dashboards
Lead count, conversion rate and pipeline value at a glance.
Team Training
We train your team on using the CRM and reading reports.
Integrations & Extensions
A CRM gains power when connected with other systems.
Web & Landing Pages
Leads from your website are automatically captured and tagged.
Forms & Chatbots
Feed lead data directly into your CRM from any form or chatbot.
Email & SMS Marketing
Connect with Mailchimp, Klaviyo or Twilio for segmented campaigns.
Calendars & Scheduling
Sync appointments with Google Calendar or Outlook.
Accounting & Invoicing
Integrate with QuickBooks or Stripe to track payments.
Custom APIs
Connect any third-party tool via API for seamless data flow.
Packages & Pricing
We tailor each setup to your specific processes.
CRM Starter
Businesses implementing CRM for the first time
- Platform selection
- Basic pipeline setup
- Form integration
- Basic automations
- One training session
CRM Growth
Growing teams needing more automation
- All Starter features
- Custom fields
- Multi-pipeline setup
- Advanced automations
- Custom dashboards
CRM Enterprise
Complex sales processes or multiple departments
- All Growth features
- API integrations
- Role-based permissions
- Multi-user training
- Ongoing optimisation
Related Services
A CRM is most effective when paired with lead generation and nurturing services.
Frequently Asked Questions
What's the best CRM for my business?
We assess your needs and recommend platforms like GoHighLevel, HubSpot or Zoho.
Do you train my team?
Yes. Training is included with every setup.
Can my CRM send texts and emails?
Yes. We integrate SMS and email platforms for automated messaging.
Is my data secure?
We configure user permissions, enforce two-factor authentication and work with secure platforms.
What happens if I already have a CRM?
We can audit your current setup, migrate data and enhance workflows.
How long does setup take?
Setups typically take 2–4 weeks depending on complexity.
Do I need monthly management?
Monthly management keeps automations current, but you may choose to manage in-house.
Can a CRM integrate with my website and ads?
Yes. We integrate CRMs with forms, chatbots and advertising platforms.
Ready to Streamline Your Sales Processes?
Let's discuss your CRM needs and build a system that captures and nurtures every lead automatically.