- CRM setup for up to 5 users
- Pipeline stages
- Website form connection
- Lead import from Excel
- 1 training session
Service presentation · 2026
CRM Setup
A CRM that captures every lead from your website, ads and WhatsApp, with follow-ups that happen on time.
What you get
CRM selection and setup for your team size and budget
Lead capture from website forms, Google, Meta and WhatsApp
Pipeline stages that match how you sell
Automatic lead assignment to team members
Follow-up reminders and task automation
WhatsApp and email templates for common replies
Sales dashboard and reports
Team training and documentation
CRM setup pricing
- Up to 15 users
- Website, Google and Meta lead capture
- WhatsApp connection
- Lead assignment and reminders
- Sales dashboard
- 2 training sessions
- Changes and new fields
- New automations
- Team help on WhatsApp
- Monthly data clean-up
- Quarterly review
CRM licence fees are paid to the CRM provider directly. Larger teams and custom integrations are quoted separately.
Example approach · not a client result
CRM playbook: interior design studio
An interior design studio gets enquiries from Instagram, Google ads, its website and referrals. Leads sit in WhatsApp chats and a spreadsheet, and follow-ups depend on who remembers.
Full playbook: digisolvers.in/playbook-crm-setup
- 01
Map the sales steps
- 02
Choose the CRM
- 03
Capture every lead
- 04
Assign and remind
- 05
Add templates
- 06
Build the dashboard
- 07
Train the team
How a project runs
We learn about your business, your customers and what success means: traffic, leads or sales.
We map out the work in the order that reaches your audience fastest.
We build, launch and manage the work so your brand looks good and performs.
We track every click, view and conversion, then refine the plan using the numbers.
Let’s get started
Book a free consultation for CRM Setup. We reply within one business day with a plan, not a sales script.
digisolvers.in/services/crm-setup
- Phone
- +91 8588851951
- +918588851951
- info@digisolvers.in
- Website
- digisolvers.in
Click “Download PDF”, then choose “Save as PDF”. Each slide prints as one A4 landscape page.