Service: CRM Setup, Integration & Automation
Stop losing leads to spreadsheets and disconnected tools. We build and integrate CRM systems that give you a single view of every customer, automate your follow-ups, and help your team sell smarter.
Purpose-built CRM solutions tailored to your sales process, industry, and team size, not a one-size-fits-all template.
Connect your CRM to email, invoicing, marketing tools, and more. We ensure your systems talk to each other seamlessly.
Automate lead scoring, follow-up sequences, task assignments, and reporting so your team focuses on closing, not admin.
Moving from spreadsheets or another CRM? We migrate your data cleanly and structure it for maximum usability.
Whether you need a simple setup or a fully custom system, we have a package that fits your business.
Get set up with a proven CRM platform
Fully integrated CRM for growing teams
Fully custom CRM built for your business
All prices are base rates, final pricing may vary depending on project size and scope. Contact us for a custom quote.
We don't just set up software, we build systems that match how your team actually works, so adoption is natural and ROI is immediate.
We map your sales workflow first, then configure the CRM to match, not the other way around
Your CRM connects to your email, website, invoicing, and marketing tools out of the box
As your business evolves, we optimise your CRM to keep pace with new requirements
No. We help you pick the right platform as part of the engagement — HubSpot, Pipedrive, Zoho, Salesforce, or something custom, depending on your team size, budget, and sales process. The free CRM audit includes a recommendation.
Yes. Data migration and cleanup is included in every package. We deduplicate records, standardise formats, and map your existing fields so nothing gets lost and your pipeline is usable from day one.
Adoption is our biggest focus. We configure the CRM around how your team actually sells, automate the boring admin, and include training sessions so reps see the benefit immediately rather than treating it as more paperwork.
Services that pair well with crm setup, integration & automation.
Let's build a CRM system that gives your team the visibility and automation they need to close more deals.
Book a Free CRM Audit