CRM Setup
HubSpot, GoHighLevel and Pipedrive setups, properly configured, properly automated, properly trained.
Built to compound, not to one-off.
We set up CRMs the way they should have been set up the first time: clean stages, automated handoffs, real reporting.
Every engagement ships with these as a baseline.
HubSpot implementation
GoHighLevel for agencies
Pipedrive sales setup
Team training and SOPs
A four-phase build, milestones not timesheets.
Senior operators, weekly demos, no junior bench, no surprise change orders.
Diagnose
A 5-day audit of your stack, funnel and goals. You leave with a one-page report ranking the three highest-ROI moves to ship next.
- Audit report
- Priority roadmap
- 30-min walkthrough
Design
We map the system end-to-end before writing a line of code, lead capture, qualification, hand-off, fulfilment, reporting.
- System architecture
- Integration plan
- KPI definition
Build
Senior operators ship against milestone-based pricing, weekly demos, no surprise change orders. The work goes live.
- Production launch
- Documentation
- Team handover
Scale
Monthly improvement sprint, conversion tests, automation tuning, reporting against KPIs that move the business.
- Optimisation cycles
- Monthly reporting
- Continuous improvement
What the work returns.
Real systems we have shipped with this service.
Operators we work with.
“Responsive, thoughtful, fast. Every milestone shipped on time and the work raised the bar for our internal team.”
What operators ask before kicking off.
For depth on any of these, book a 30-minute strategy call, no deck, no junior intake.
HubSpot, GoHighLevel, Pipedrive, what do you set up?
HubSpot for marketing-led companies and B2B SaaS. GoHighLevel for agencies and home-services. Pipedrive for outbound sales teams who want simple. We pick on day one based on team size, budget and integrations.
Will my reps actually use it?
Yes if it is set up right. We train the team in 2 sessions, build mobile workflows, and remove every required field that does not drive a downstream behavior.
Can you migrate from another CRM?
Yes. Data audit, deduplication, mapping, and a phased import with a rollback plan. We have migrated from Salesforce, HubSpot, Zoho, Copper.
Plan a CRM Setup build.
Tell us about your business and goals. We will scope a system and reply with a written proposal within 3 business days.
Related services
Workflow Automation
Production-grade automations that route leads, sync data between systems and run notifications quietly, every minute.
Care Plan
Monthly care plans that keep your site fast, secure and improving, Basic, Standard or Growth tier.
AI Integration
AI chatbots, lead qualification and content generation wired into your existing tools, not yet another silo.