CRM Setup and Implementation
One clear place for every customer, lead and follow-up.
Free 30-minute Google Meet call · No obligation · Clear quote within 24 hours
When customer details live in notebooks, chats and several spreadsheets, follow-ups get missed and deals slip away. A CRM puts everything in one place. Our CRM setup and implementation makes sure it fits the way your team really works.
What we set up
- A clean list of contacts, companies and past conversations
- A pipeline with stages such as new enquiry, quote sent and booked
- Automatic capture of website and WhatsApp enquiries
- Reminders so nobody forgets a follow-up
- Simple reports on sales and sources
Keep it simple
Complicated systems are rarely used. We start with the fields and stages you need on day one, then add more as your team gets comfortable. We also train your staff, record short how-to videos and write a one-page guide.
Where an off-the-shelf tool is not enough, our custom plugin team can build features around it, and our automation service connects it with your other tools.
Process
- Choose. Pick the tool and plan the data.
- Build. Set up pipelines, forms and users.
- Import. Move and clean existing records.
- Train. Teach your team and refine.
Related services
Talk to us about a CRM
Ready to talk? Book Free Consultation and we will go through it together on Google Meet, or discuss your project by message. Replies usually come within one business day.
Frequently asked questions
Which CRM is best for a small business?
It depends on your team size, budget and workflow. We compare a few options and recommend the simplest one that fits.
Can you build a custom CRM in WordPress?
Yes. For some businesses, such as tour operators, a custom CRM inside WordPress is a better fit. See our <a href="/services/travel-crm-booking-systems/">travel CRM and booking systems</a>.
Will you move my existing data?
Yes. We clean and import contacts from spreadsheets and other tools.
How long does setup take?
A simple setup takes one to two weeks. Custom builds take longer.