Consulting
CRM implementation
Hands-on CRM setup that survives contact with your team: pipelines, data migration, automation, training and adoption follow-through.
Who this is for. Businesses that have chosen a CRM — HubSpot, Pipedrive, Zoho or another mainstream platform — and want it configured properly the first time, or teams whose existing CRM has decayed into an expensive address book.
What we do. We configure pipelines and stages around your actual sales process, migrate and de-duplicate legacy data, wire up email and calendar integration, build the automations that remove admin (lead routing, follow-up tasks, stage-change notifications) and set up the reports management will actually read. Training is role-based: salespeople learn the daily workflow, managers learn the reporting.
Why adoption is the deliverable. Most CRM implementations fail socially, not technically. We define the minimum data discipline the team must keep (and strip out every field that is not worth its friction), then run a 30-day post-launch review to fix what reality has revealed.
How an engagement works. Typical implementations run three to six weeks depending on data complexity. Fixed-fee scope for standard implementations; time-and-materials only where legacy data is genuinely unknowable in advance. We say which applies before you commit.
Make your CRM the system your team actually uses.
Describe your chosen platform and current setup, and we will scope what a proper implementation would involve — including whether you genuinely need one.