Most businesses have a CRM that's badly configured, inconsistently used, or full of stale data. We audit your current setup, fix the data model, configure pipelines that reflect how your sales team actually works, and build the automation sequences that run in the background.
We work with HubSpot, Salesforce, GoHighLevel, and similar platforms. Beyond setup, we build the integrations — your CRM connects to your website forms, email, WhatsApp, and reporting dashboard.
Timeline: 3–5 weeks for a full CRM audit, clean, configure, and automation build for a team of 5–20 people.
Review current CRM setup, data quality, and how the team actually uses it.
Agree on pipeline stages, data fields, and naming that fits your actual sales process.
Build the new CRM structure and migrate or clean existing data.
Set up sequences, task triggers, and integrations.
Run through your sales process end-to-end with real scenarios.
Training session for your team + documentation so they can maintain it.
We respond to every enquiry within 24 hours and provide an honest scoping estimate at no charge.
