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CRM implementation

Every opportunity needs a next step.

For teams that receive enquiries but lose the conversation history or ownership. We configure your CRM around the sales process, without tying the work to a single platform.

Discuss your CRMExplore the scope

Example sales workflow

Intake
Record the source and owner.
Qualification
Agree on criteria to move forward.
Follow-up
Assign the next action and due date.
Your stages will reflect the way your team works, not this example.

An enquiry arrived. Who owns it?

Separate spreadsheets and messages make opportunities hard to follow. Clear stages, ownership and tasks help the team keep conversations moving without losing context.

Service scope

A workable sales process

Pipeline and stage criteria

Stages, owners, loss reasons and clear conditions for moving an opportunity forward.

Fields and lead intake

Required data fields and a review of integrations with forms and lead sources.

Follow-up workflows

Agreed tasks, notifications and automations, tested and explained to the team.

YOUR NEXT STEP

How do you handle leads today?

Tell us which tools you use, where enquiries come from and where follow-up tends to stop.

Quoted according to scope, access and required integrations.
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First, a conversation. Then, a proposal that fits.

Process

How we work

01

Map the process

We learn how the team qualifies, negotiates and follows up.

02

Configure and connect

We translate that process into stages, fields and supported integrations.

03

Test with the team

We validate lead intake and stage changes, documenting who is responsible for each action.

Project details

Process, software and data

Choosing a platform

We can work with your existing CRM or assess an alternative. Features, API limits, licensing and usability inform the decision. HubSpot is one option, not a requirement.

Migration and integrations

Imports, deduplication and custom integrations need an agreed scope. Before migrating, we review data formats, permissions and what the operation actually needs to retain.

Related expertise: Data layer
FAQ

Before we start

Do I need a new CRM?

Not necessarily. Revising stages, fields and routines may solve the issue in your current software. A switch should address a specific need.

Are software licenses included?

No. Licenses and connectors are purchased separately. The proposal identifies dependencies and potential third-party costs.

Can you connect our website form?

Yes, it can be included. We assess the platform, fields, API and receipt confirmation before specifying the integration.

How much does implementation cost?

It depends on the process, integrations, migration and team onboarding. We quote after reviewing the operation.

Related services

When the project needs more

Data layer

Data layer implementation, with clear definitions at the source.

Looker Studio dashboards

Reports that answer your questions.

All services on the homepage

Let's give your leads a clear path.

Discuss your CRM