CRM Setup
A CRM that captures every lead from your website, ads and WhatsApp, with follow-ups that happen on time.
Leads come from your website, Google and Meta ads, WhatsApp and calls. When they live in different inboxes and notebooks, some never get a follow-up.
We set up a CRM that collects every lead in one place, shows each one’s stage, and reminds your team to follow up.
What’s included
- 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
Who it’s for
- Businesses getting leads from many sources
- Sales teams of 2 to 50 people
- Owners who want to see the pipeline without asking every day
How it works
- Map your sales process. We list where leads come from and the steps to a sale
- Choose and set up the CRM. We recommend a CRM that fits, then set up stages, fields and users
- Connect lead sources. Website, ads and WhatsApp leads flow in automatically
- Automate and train. Assignments, reminders and templates, then training for your team
Frequently asked questions
Which CRM do you use?
We pick what fits your team and budget, for example Zoho CRM, HubSpot or a CRM built for your industry. Licence fees are paid to the CRM provider directly.
Can you move our existing leads?
Yes. We import leads from Excel or your old system during setup.
Will my team actually use it?
We keep it simple, train the team, and set up reminders so the CRM becomes the easiest way to work.
Do you offer support after setup?
Yes. The monthly support plan covers changes, new automations and help for your team.