CRM Setup & Optimization

Streamline your sales and marketing processes with a professionally configured CRM system tailored to your business needs. Whether you’re starting from scratch or looking to optimize your current setup, this service ensures your CRM works efficiently to manage leads, close deals, and nurture client relationships.

What’s Included:

• CRM Selection & Initial Setup
  Assistance choosing the right CRM platform (Zoho, HubSpot, Pipedrive, or similar) based on your business type and workflow. Includes full installation, workspace configuration, and settings.

• Sales Pipeline Customization
  Design and implement sales pipelines to reflect your business stages — from lead capture to deal closure. Multiple pipelines for different services or teams can be added if needed.

• Lead Capture Forms & Fields
  Creation of custom lead capture forms, tailored contact fields, and form embedding on your website or landing pages.

• Automation Rules
  Setup of workflows and automation triggers — like sending welcome emails, lead scoring, deal assignments, or task reminders — to reduce manual effort and increase follow-ups.

• Third-Party Integrations
  Integration with tools like Gmail, Outlook, Slack, Stripe, Google Sheets, website forms, or other marketing tools for seamless data flow and centralized operations.

• User Training & Onboarding Support
  Step-by-step training via live session or recorded video so your team knows how to use the CRM confidently.

• Dashboard & Reporting Setup
  Custom dashboards with key metrics, lead reports, sales activity tracking, and funnel views for decision-making.

Perfect For:

• Small Businesses & Startups

• Freelancers & Agencies

• Sales & Marketing Teams

• Coaches & Consultants

Optional Add-ons (extra cost):

• Multi-user roles with permissions

• WhatsApp or SMS automation

• Advanced analytics dashboards (via Google Data Studio or Power BI)

• Custom integrations with proprietary tools