CRM Setup: we configure your CRM to organise customers, opportunities and sales
One place for your contacts, opportunities and follow-ups.
In many small companies, sales information is scattered: an Excel file of contacts, WhatsApp conversations, emails in each person’s inbox and plenty of details in the team’s memory. When someone is on holiday or forgets to call, the opportunity goes cold and nobody notices.
CRM Setup is the initial configuration of your CRM (Customer Relationship Management): the tool that stores your contacts, your sales opportunities and the stages they go through. We adapt it to the way you sell, not the other way round.
It makes sense when you already receive enquiries fairly regularly and follow-up is starting to depend on manual tasks. With the CRM in place, every lead (a person or company who is interested but has not bought yet) has a record, a history and a next step.
It is the foundation for everything else: lead-capture automations, automated emails and sales dashboards work better when the CRM is well structured from the start.
- Analysis of your sales
- Pipeline design
- Setup
- Review with you
- CRM in use
We understand how you sell
We talk with you about where your customers come from, what steps a sale follows and what information you need to keep about each contact.
We design the pipeline
We define the pipeline (the journey of a sale through stages, for example: new, contacted, proposal sent, won, lost) and the properties each record will have.
We set up the tool
We create the stages, the contact structure and the properties (custom fields, such as service of interest or contact source) in the chosen CRM.
We review and hand over
We go through the setup with you, adjust whatever is needed and leave the CRM ready for you to start working.
- Analysis of your current sales process
- Pipeline design with your business’s sales stages
- Contact structure ready to receive your data
- Custom properties for contacts and opportunities
- Initial configuration of the CRM account
- Final review with you before handover
- CRM licences: purchased and paid for directly with the tool provider
- Lead-capture, email or WhatsApp automations: available as additional services (CRM-02, CRM-03, CRM-04)
- Migration or clean-up of large databases: available as an additional service
- Custom integrations with other software: quoted separately
- Dashboards and reports: available as additional services (CRM-05 to CRM-08)
Imagine an estate agency with three sales agents. Enquiries come in through the property portal, the website and the phone, and each agent keeps their own list.
Before
Nobody knows for sure how many viewings are pending or which client has been waiting days for a reply. If an agent is off, their contacts are left on hold.
After
All opportunities sit in a shared pipeline, each with its stage, owner and next task. Management sees the status of every deal at a glance.
- All your sales information in one place
- Fewer opportunities forgotten for lack of follow-up
- Visibility of how many sales are at each stage
- Knowledge about your customers stays with the company, not with one person
- A foundation ready for automating and measuring later on
- It can reduce the hours spent searching for information in emails, chats and spreadsheets
- It can avoid meetings held just to find out “how each client is doing”
- It lets a new team member get up to speed by reading the history
- CRM configured and ready to use
- Pipeline with defined sales stages
- Contact and opportunity properties created
- Walkthrough of the structure at handover
The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.
- Choose services
- Leave your details
- See your quote
Which CRM do you use?
We choose with you the tool that fits your size, budget and way of working. If you already have a CRM subscription, we can configure that one.
Is the CRM licence included?
No. Licences are paid directly to the provider. Some tools have free or entry-level plans; we explain the options before we start.
Why is the price “from”?
Because it depends on the number of pipelines, stages and properties you need. After our first conversation we confirm the scope and the final price.
Will you move my current contacts into the CRM?
We leave the structure ready to receive them. Migration or clean-up of large databases is available as an additional service.
Do I have to change the way I sell?
No. We configure the CRM around your real process. If we see steps that could be simplified, we suggest them, but the decision is yours.
Next step
Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.