Martin
Founder, strategy and audits
Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010.
CRM Integration
CRM Setup & Configuration
Built Right the First Time.
We set up your CRM around how your team really sells: the fields you fill in, the stages a deal moves through, and the automatic steps in between. Data stays clean from day one, and the CRM is easy enough that your team actually uses it.
Get a Free CRM Setup Audit arrow_forward↑ 2.3×
Avg Sales Efficiency
98%+
Data Completeness
↓ 65%
Manual Data Entry
70+
CRM Setups Delivered
Why Most CRMs Are Set Up Wrong
Common Setup Mistakes
- Default fields that don't match your actual sales process
- One flat list with no stages and no rules for what counts as a qualified lead
- No custom fields for the information that actually matters
- Broken or missing automations from day one
- Data you cannot trust for reports or for your ads
Our Philosophy
A CRM is only as good as the way it is set up. We build the fields, stages, and automatic steps around how your team actually sells, not from a generic template. People use it because it makes their job easier.
How We Configure CRMs Properly
Data Architecture
- Custom Fields & Properties: Only the fields you actually use, with proper validation and naming conventions.
- Pipeline Design: Deal stages that match your real sales process, with clear rules for moving in and out, and a win chance for each stage.
- Objects & Relationships: Deals, contacts, and companies linked correctly, plus any custom record types you need, so reports and automations work.
Automation & Workflows
- Smart Routing: Automatic lead assignment based on territory, source, deal size, or any rules you define.
- Behavioral Triggers: Tasks, notifications, and sequences based on form submissions, website activity, or email engagement.
- Data Hygiene: Rules that stop duplicate contacts, required fields, and checks on what gets entered, so your data stays clean.
Our CRM Setup & Configuration Process
01
Discovery & Sales Process Mapping
Deep dive into how your team actually sells, what data matters, and where the current CRM is failing.
02
Data Model & Architecture Design
Define the fields, record types, pipelines, stages, and links between them, built around your exact process.
03
Build & Configure
Set up the CRM with clean structure, proper permissions, and the automations that will actually get used.
04
Integration & Data Migration
Connect marketing sources and migrate or clean existing data so nothing important is lost.
05
Training & Documentation
Role-specific training and clear documentation so your team adopts the system instead of fighting it.
06
Ongoing Optimization
Regular reviews to refine fields, stages, and automations as your process evolves.
FAQ
Common questions
What to know before you get started.
How long does a proper CRM setup usually take?
For most teams, 3-6 weeks for a solid foundation (fields, pipelines, basic automations, and key integrations). More complex sales processes or heavy data migration can take 8-12 weeks. We deliver in phases so you see value quickly.
Do you work with our existing CRM or help us choose a new one?
Both. We can optimize and properly configure what you already have (HubSpot, Salesforce, Zoho, Pipedrive, etc.), or help you evaluate and migrate to the right platform if your current one is fundamentally wrong for your needs.
Why do most CRM setups fail?
They are built around generic templates instead of your actual sales process. Fields don't match reality, stages are meaningless, automations are brittle, and no one trusts the data. We start by mapping how your team actually sells.
Can you fix a CRM that is already messy?
Yes. We frequently do "CRM rescue" projects - audit the current mess, clean up fields and data, redesign the pipeline and automations, and retrain the team. It's more work than doing it right the first time, but very doable.
How do you decide what custom fields and objects we actually need?
We map your sales process first. We only add fields that are used in routing, scoring, reporting, or automation. Everything else is noise. We ruthlessly prioritize the data that drives decisions and revenue.
What about permissions and data visibility?
We set up role-based access, team hierarchies, and sharing rules so the right people see the right data - and sensitive information is protected. This is especially important for larger or multi-team organizations.
Do you help with data migration and cleanup?
Yes. Messy data is one of the biggest adoption killers. We deduplicate, standardize, enrich where possible, and migrate history so the new configuration starts with trustworthy information.
How do you make sure the team actually uses the new setup?
We design for usability first. If the system makes reps' jobs harder, they will resist. We involve users early, keep the interface clean, automate repetitive tasks, and provide excellent training and documentation.
Can you set up scoring and lead routing that actually works?
Yes. We build scoring based on fit and intent signals, and routing that matches your territories, capacity, and specialization. The key is that the rules are transparent and the data feeding them is accurate.
What about ongoing maintenance after setup?
Ongoing work is $500 USD a month, month to month, free to cancel with 1 month's notice. That covers regular reviews, new automations, field additions, process changes, and training as your team grows. A good CRM configuration evolves with the business.
How much does a proper CRM setup cost?
It varies widely based on complexity and whether we are starting fresh or rescuing an existing mess. Most projects fall in the mid-five to low-six figure range. We provide clear scoping after the free audit.
Can you integrate the CRM with our existing marketing tools during setup?
Absolutely. Proper setup includes connecting forms, ads, email, and website activity so leads arrive with full context. This is one of the highest-value parts of the project.
What if we have multiple teams or brands that need different processes?
We design for that. Multiple pipelines, team-specific fields and automations, and consolidated reporting for leadership are all standard in a good enterprise or multi-team configuration.
How do you measure whether the CRM setup was successful?
We track adoption rates, data completeness, time from lead to first activity, forecast accuracy, and ultimately the lift in sales efficiency and marketing attribution. We set clear success metrics upfront.
How do we get started with a proper CRM setup?
Book a free audit. We'll review your current CRM (or lack of one), your sales process, and your marketing stack, then deliver a clear configuration roadmap with priorities and realistic timelines.
Ready to stop fighting with a broken CRM?
Get a free CRM setup audit. We'll show you exactly what a properly configured system would look like for your sales process.
Get My Free CRM Setup Audit arrow_forwardMarketing from $500 USD a month
Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts.
Starting at
$500 USD per month
Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix.
Get a Free AuditWhat $500 a month covers
Pages
IncludedPages built around the searches your buyers actually type.
Search and ads
IncludedSearch and ads aimed at people ready to inquire.
Tracking
IncludedCalls, forms and bookings tagged to the search, ad or page behind them.
Our team
The same people on the audit and on the work
Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010.
Yoana
Social and app development
Shapes social strategy and builds practical app experiences that turn attention into action.
Mike
SEO
Owns technical, local and content SEO so the right buyers find you when demand is highest.
Robert
Paid media
Plans and manages paid search and social campaigns around qualified leads.
Elmer
Analytics
Connects tracking, attribution and reporting so decisions are based on revenue-quality data.
Dino
Design
Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences.
Certified and experienced
Certified where it matters. Accountable for the outcome.
Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010.
Google AdsCertified
✓Google AnalyticsCertified
✓Google Tag ManagerCertified
✓Operating since 2010Proven experience
✓