What this service solves
We implement the right CRM for your company's operation with AI built in from day one: correct fields, clean pipelines, automations that move opportunities forward with no human intervention, WhatsApp and email integration, and agents that assist your sales team with summaries, next steps and personalized proposals.
What we solve
- A poorly configured CRM, full of useless fields and incomplete data.
- A sales team that doesn't use the CRM because it adds no value.
- Leads that get lost between ad spend and first contact.
- No automated follow-up or real-time reporting.
- An operation dependent on spreadsheets running parallel to the CRM.
What's included
- Selecting the right CRM based on volume and process.
- Designing pipelines, stages and fields.
- Clean migration of existing data.
- Capture, assignment and follow-up automations.
- Integration with WhatsApp Business, email and forms.
- AI agents to enrich leads and suggest next steps.
- Sales management dashboards.
How we work
- Sales diagnostic and mapping of the current funnel.
- CRM selection and technical setup.
- Pipeline and automation design.
- Migration and integration with the existing stack.
- Team training and documented handover.
How we work: 5-phase methodology
- Phase 1 · Intake and diagnostic — assessing the current CRM (or lack of one), sales processes and existing customer data.
- Phase 2 · Architecture design — CRM blueprint: pipelines, fields, automations, integrations with forms, WhatsApp and billing.
- Phase 3 · Configuration and testing — setting up the chosen CRM (HubSpot, Pipedrive or GoHighLevel), automations and sales-support agents, with real-flow testing.
- Phase 4 · Deployment and onboarding — going live, migrating existing data and delivering access with secure protocols.
- Phase 5 · Knowledge transfer — usage manuals, sales SOPs and a live training session for the sales team.
What we need from your team
- Admin access to your current CRM (if one exists) or to the spreadsheets/channels where you manage customers today.
- A description of your sales process: pipeline stages, qualification criteria, owners per stage.
- An inventory of lead-generation channels (forms, WhatsApp, social, referrals).
- Availability for 2 sessions with your sales team to map the process.
Deliverables
- A production, configured CRM.
- Active pipelines, automations and integrations.
- Sales dashboards.
- A usage playbook for the team.
- A technical manual and initial support.
Who it's for
- Companies with an existing CRM that isn't working.
- Businesses that already generate leads and want to organize them.
- Sales teams that rely on a parallel spreadsheet.
- SMBs and mid-market B2B and B2C companies.
Signs you need it
- The CRM is full of fields no one fills in, with incomplete data nobody trusts for decisions.
- The sales team avoids the CRM and keeps real track of their deals in a separate spreadsheet.
- Leads coming from ads or forms take hours or days to get their first contact.
- There's no integration between WhatsApp, email and the CRM, so each channel tells a different story about the same customer.
Measurable KPIs
- Lead-to-meeting conversion rate.
- Average lead response time.
- Active opportunities in the pipeline.
- Team activity rate in the CRM.
Expected outcome
The company ends up with a CRM the team actually uses because it saves time and delivers useful information. Leads get assigned, followed up on, and turned into real opportunities with end-to-end traceability. Leadership sees the business in dashboards, not in emails.
Frequently asked questions about this service
Which CRM do you recommend?
It depends on your size and budget: HubSpot for teams looking for a robust ecosystem, Pipedrive for simple, agile sales pipelines, GoHighLevel when you need CRM + marketing + scheduling on a single platform. We define this during the diagnostic, not before.
Do you migrate my current data?
Yes. Migrating contacts and existing history is part of the deployment, with data-quality validation before the migration is considered complete.
Does my team need prior training?
No. Knowledge transfer includes manuals and a live training session; the system is designed so your team can operate it without depending on us.
Does it include automated lead follow-up?
Yes, it's a core part of the service: automations that classify, assign and follow up on every lead according to your sales process rules.
How long does implementation take?
Between 4 and 8 weeks depending on pipeline complexity and required integrations.
Technology stack
- HubSpot
- Pipedrive
- GoHighLevel
- Zoho
- WhatsApp Business API
- n8n
- Make
- Stripe
- Calendly