CRM Implementation Done Right the First Time
Most CRM rollouts fail because they're configured for the software, not the sales team. We implement HubSpot, Salesforce, Zoho, and Pipedrive around your actual pipeline — pulling in your existing data, automating the busy work, and training your team until adoption sticks.
Platform Selection & Strategy
Not every business needs Salesforce. We assess your team size, deal complexity, integration needs, and budget — then recommend the platform (HubSpot, Salesforce, Zoho, Pipedrive, GoHighLevel) that fits today and scales for the next 3 years.
Implementation & Configuration
Pipeline stages, custom fields, deal probability, automation workflows, lead scoring, email templates, and user roles — all configured around your sales process, not the CRM's default settings.
Data Migration
Clean migration from spreadsheets, legacy CRMs, ERP systems, or email platforms. We dedupe, normalize, and validate every record before import — and run reconciliation reports so you know exactly what moved and what didn't.
Integration & Automation
Connect your CRM to your website forms, Google Ads, Meta Ads, email tools (Mailchimp, Klaviyo), accounting (QuickBooks, Xero), e-commerce (Shopify, WooCommerce), and 100+ apps via Zapier or native API.
Reporting & Dashboards
Custom dashboards that show what management actually cares about: pipeline value, conversion rates by stage, rep performance, source attribution, forecast accuracy. Live, accurate, no spreadsheets required.
Training & Adoption
Recorded onboarding modules, live workshops, and a 30-day adoption coaching period. We don't leave until your team is actually using the CRM daily — because a CRM no one logs into is worse than a spreadsheet.
Need website forms feeding directly into your new CRM? See Web Design Services →
CRMs That Actually Get Used Every Day
The most expensive CRM is the one your team won't open. We measure success by adoption rate after 60 days — not by features enabled at go-live. Our implementations average 90%+ daily-active-user rates within the first quarter.
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A 4-Phase Implementation Process
Predictable timelines, transparent pricing, and zero scope creep. Most implementations finish in 30-90 days depending on data complexity and integration scope.
Discovery & Audit
Map your sales pipeline, audit your existing data sources, identify must-have integrations, and define KPIs. Output: a written implementation scope with fixed timeline and price.
Configuration
We build out the CRM environment — pipelines, custom fields, automation, user roles, templates, and dashboards. All configured in a sandbox you can review before going live.
Migration & Integration
Clean your data, dedupe records, and migrate in a controlled batch. Connect all the apps in your stack and validate every integration with end-to-end test cases before cutover.
Training & Go-Live
Live training sessions for sales reps, sales managers, and admins. We sit alongside your team for the first 30 days post-launch to fix issues fast and lock in daily usage.
Want lead-gen ads pushed straight into your CRM pipeline? Explore Google Ads Management →
CRM Implementation Plans
Starter
Small teams adopting a CRM
- ✓ Platform selection guidance
- ✓ Pipeline + field setup
- ✓ Basic automations
- ✓ Data import
- ✓ Email support
Growth
Teams scaling CRM workflows
- ✓ Everything in Starter
- ✓ Custom workflow automations
- ✓ Email + form integrations
- ✓ Reporting + dashboards
- ✓ Monthly strategy call
Enterprise
Multi-team or multi-system CRM stacks
- ✓ Everything in Growth
- ✓ Multi-system integrations
- ✓ Advanced data architecture
- ✓ Sales + service workflow design
- ✓ Dedicated CRM strategist
Month-to-month, no long-term contract.
Frequently Asked Questions
Ready to Roll Out a CRM That Sticks?
Schedule a free 30-minute scoping call. We'll review your current setup, identify the biggest gaps, and recommend the right platform and implementation path — no obligation.