£797Delivered in 10 days

CRM & Pipeline Setup

Fully configured CRM with deal stages, contact properties, lead scoring, reporting dashboards, and team training.

What's Included

We document your sales process, team structure, and reporting needs to design the perfect pipeline.

Custom deal stages, contact properties, tags, and views set up to match your workflow.

Lead scoring rules, automatic stage transitions, follow-up reminders, and notification triggers.

Dashboards for pipeline value, conversion rates, activity tracking, and team performance.

A recorded training session covering daily usage, reporting, and how to maintain the system.

Which CRM platforms do you set up?+

HubSpot (free and paid tiers), Pipedrive, Close, and Salesforce Essentials. We will recommend the best option for your team size and budget.

Can you migrate data from our existing system?+

Yes, data migration is included. We will clean and map your contacts and deals into the new CRM.

How many team members can use it?+

That depends on the CRM platform. HubSpot free supports unlimited users. We will configure access and permissions for your full team.

Do you provide ongoing support?+

The package includes one week of post-launch support. Ongoing retainer support can be arranged separately.

CRM & Pipeline Setup for £797, delivered in 10 days. No contracts, no fluff.

Not sure if this is for you?

Start with a free brand audit to see if this service is right for you. Your results will highlight exactly which areas need attention.