Services / CRM setup
One clear pipeline for every lead and customer.
We set up or clean up your CRM so every lead is captured, assigned and followed up — and connect it to your website, WhatsApp, phone calls and email so nothing lives in someone’s inbox.
What’s included
CRM setup, done properly.
Set up or clean up your CRM — pipelines, fields, lead routing, follow-up sequences and dashboards — and wire it to your website, WhatsApp, calls and email.
- Pipeline design
- Data import & clean-up
- Lead routing & follow-ups
- Reports & dashboards
- source of truth for every lead
- 1
- source of truth for every lead
- lead routing and follow-ups
- Auto
- lead routing and follow-ups
- pipeline dashboards
- Live
- pipeline dashboards
Is this for you?
A good fit if…
- 01Leads are tracked in spreadsheets or WhatsApp chats
- 02Your CRM is set up but nobody trusts the data
- 03You can’t see where deals get stuck
- 04You want follow-ups to happen automatically
How we work
From first call to launch.
Simple, transparent and predictable. You always know what’s being built, when it’s due and what it costs.
Step 1
Discovery call
A short call on WhatsApp, phone or video. We learn how your business works and what you need.
Step 2
Fixed quote
You get a written scope, timeline and fixed price — starting from our published rates.
Step 3
Build & review
We build in short rounds and show you working progress, so there are no surprises at the end.
Step 4
Launch & support
We launch, hand over access and documentation, and stay on for fixes and improvements.
Which CRM should I use?
It depends on team size, budget and the tools you already use. We commonly work with HubSpot, Zoho CRM and Salesforce, and recommend one after a short discovery call.
Can you move my data from spreadsheets?
Yes. We import, de-duplicate and clean your existing contacts and deals as part of the setup.
How is CRM work priced?
CRM setup is quoted together with automations, which start from $750. You get a fixed price before work begins.
Guides
Learn more about crm setup
- CRM · 7 min read
HubSpot vs Zoho CRM vs Salesforce: which CRM fits a small business?
An honest comparison of HubSpot, Zoho CRM and Salesforce for small and growing businesses — ease of use, cost approach, customisation and who each one suits.
Read the answer - Websites · 7 min read
How much does a business website cost in 2026?
What a business website really costs in 2026 — what drives the price, the ongoing costs people forget, and how to get an accurate quote. Landing pages from $200.
Read the answer - AI voice · 8 min read
What is an AI voice agent and how does it work?
An AI voice agent answers and makes phone calls in natural speech, books appointments and updates your CRM. Here's how it works, what it can do and its limits.
Read the answer
Have a project in mind?
Send us a message on WhatsApp or give us a call — you’ll talk to the people who build it.
Contact
Tell us what you need.
We’ll take it from there.
WhatsApp, call, text or use the form — a short description is enough. We reply with questions, a plan and a quote.
Visit us
Offices in Ahmedabad, India and Hillside, New Jersey.