CRM (Customer Relationship Management)
We set up and configure your CRM (customer relationship management) system to organize your customer relationships, keep information in one place, and speed up communication. You'll never again have to guess the answer to "how many leads turned into sales last month?"
200+ businesses have
already made the call.
Benefits
- Your whole sales pipeline in one place
- Stay in touch with customers and sell more to people who already bought
- More personalized promotions that convert better
- See exactly where each opportunity got stuck
- A database that backs every budget decision
How it works
A clear process built for quality work and consistent results.
Evaluation
We review what you use today (spreadsheets, an old system) before recommending a switch.
Configuration
Pipeline, fields, and automations set up around your real sales process.
Migration
Contacts and history imported, with no data lost.
Training
Your sales team trained to use the CRM every day, not just to have a login.
What you get
This is the floor, not the ceiling. The actual scope is built around your business, and it's always focused on growth.
Frequently asked questions
Which CRM do you recommend?
It depends on your sales process, the size of your team, and the tools you already use. We don't push one system on every client. We review what you have today, whether that's spreadsheets or an old CRM, and recommend the option that fits how your team actually sells. Sometimes the right answer is properly configuring the CRM you already pay for.
How much does CRM setup cost?
CRM setup pricing depends on how complex your sales process is, how much data needs to be migrated, which tools the CRM has to connect to, and how many people need training. The CRM software subscription itself is usually paid directly to the vendor and is separate from our fee. Your free marketing audit ends with a recommendation and a quote.
Will my team actually use the CRM?
That's why training is part of every CRM setup. We configure the pipeline around your team's real sales process, not a generic template, so the CRM reflects how they already work. Then we train your team to use it every day. A CRM nobody updates is just an expensive spreadsheet, so adoption is the goal from day one.
Does the CRM connect to my website forms, calls, and messages?
Yes. With marketing automation, your ad forms, website forms, calls, texts, and social DMs can flow straight into the CRM. A lead from a Google or Meta ad lands in your pipeline automatically, with its source attached, so nobody has to copy and paste. That also lets you see which channels bring in leads that actually close.
Will I lose my contacts when I move to a new CRM?
No. We import your contacts and history from what you use today, whether that's spreadsheets, an email inbox, or an old system, and we check the data before you switch. Duplicates and outdated records get cleaned up along the way, so your team starts with a pipeline it can trust instead of a copy of the old mess.
Does a CRM help me sell again to existing customers?
Yes. With purchase history and conversations in one place, it's much easier to follow up with past customers, send reminders, and run personalized promotions for people who already bought. For many businesses, selling again to existing customers costs less than finding new ones, and a CRM makes that work repeatable instead of depending on someone's memory.
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Every number that matters in one dashboard, including the leads that call you.
Ready to get started with CRM (Customer Relationship Management)?
Start with a free marketing audit. A strategist will review your info and show you where this service fits.