A CRM That Actually Works for Your Business
We set up and configure your CRM so every lead gets tracked, every deal has a next step, and your pipeline tells you what's really happening.
The Problem
When your business was smaller, keeping track of prospects in a spreadsheet or shared inbox worked well enough. You could hold the full picture in your head. But as the company grew, that approach started showing cracks.
Maybe leads are coming in from more places now and there's no single system capturing all of them. Maybe your sales team has grown but everyone has their own way of tracking deals, so pipeline reviews turn into guessing games. Or you invested in a CRM a while back, but the person who set it up is gone, the data has gone stale, and your team treats it more like a chore than a tool.
For some businesses, the problem is that they've never had a real CRM at all. For others, it's that the CRM they have doesn't reflect what's actually happening in the business. If your situation is more complex, such as migrating between platforms or rescuing a failed implementation, our CRM Consulting team handles those projects too. But for most businesses, the symptoms are familiar: follow-ups slip, promising deals go quiet, and when someone asks "what's closing this month," it takes too long to get a reliable answer.
None of this is unusual. We see it in companies at every stage, from 5-person firms to teams of 100. The underlying issue is almost always the same: the system wasn't built around how the team actually works, or it was never configured well to begin with.
Common symptoms
- —Follow-ups slip through the cracks
- —Promising deals go quiet without warning
- —Pipeline reviews based on memory and guesswork
- —Reports take hours and nobody trusts the numbers
- —CRM data hasn't been updated in weeks
- —Team treats the CRM like a chore, not a tool
What We Do
We get your CRM up and running in about two weeks. Not a generic out-of-the-box setup, but a system configured around your team's actual sales process, with the automation and reporting to keep it running smoothly.
CRM selection guidance
We're vendor-neutral and work with HubSpot, Salesforce, and Microsoft Dynamics. We recommend the platform that fits your business, your team, and your budget rather than pushing one product over another.
Contact import and data cleanup
We bring over your existing contacts, remove duplicates, and standardize your data so the system starts clean. If you're migrating from another CRM or from spreadsheets, we handle the full transition.
Sales pipeline design
We build deal stages with clear definitions, exit criteria, and consistent structure across your team. Not just labels in a dropdown, but a real process everyone can follow.
Automated workflows
Lead notifications, follow-up reminders, stale deal alerts, stage-based task assignments. We can also layer in AI-powered capabilities like automated lead prioritization and AI-drafted follow-up messages.
Pipeline dashboard and reporting
A clear view of where deals stand, what's closing soon, and how the team is performing. Designed so leadership can get answers in seconds, not hours.
Training and documentation
Hands-on sessions for your team and a quick-reference guide so the system gets used long after we leave. We tailor training to different roles because your sales reps and your managers need different things from the CRM.
Sales process consulting
(Professional and Premium tiers). Before we touch the software, we work with your leadership team to define what your sales process should actually look like. What stages make sense. What triggers a deal to move forward. Where handoffs happen. This is the part most CRM projects skip, and it's the main reason implementations fail to stick. For businesses with more complex CRM needs, including multi-department rollouts or enterprise-scale customization, see our <a href="/consulting/crm-consulting">CRM Consulting</a> services.
Before / After
- ✕Leads tracked across disconnected systems
- ✕No standard sales process across the team
- ✕Pipeline reviews based on memory and best guesses
- ✕Reporting takes hours of manual work and nobody fully trusts the numbers
- ✓Every lead tracked from first contact
- ✓Deals organized by stage with clear next steps and ownership
- ✓Follow-ups and task assignments triggered automatically
- ✓Pipeline and performance reporting available on demand
How It Works
- 1Free CRM Health CheckWe review your current setup and show you where the gaps are and what to prioritize. No cost, no commitment.
- 2Scope and configureWe define your pipeline, map your sales process, import your data, build automations, and configure the system around how your team works. This typically takes one to two weeks.
- 3Train and launchYour team gets role-specific training so everyone knows how to use the system and why it matters. Managers learn how to use the reporting. Reps learn how to work deals efficiently. You go live with confidence.
- 4Optimize over timeYour business evolves and your CRM should evolve with it. We offer ongoing support retainers so your system keeps improving as you grow, add reps, or expand into new markets.
Pricing
Transparent pricing, defined deliverables, no surprises.
Best for businesses setting up their first real CRM or replacing a basic system.
- ✓Single sales pipeline setup
- ✓Contact import and basic data cleanup
- ✓One automated workflow (lead notification or follow-up reminder)
- ✓Basic pipeline dashboard
- ✓One training session and quick-reference guide
Best for businesses that need to fix, rebuild, or upgrade an existing CRM.
- ✓Everything in Starter
- ✓Multiple pipelines or deal types
- ✓2 to 3 automated workflows
- ✓Sales process definition and stage consulting
- ✓Operational reporting for sales leadership
Best for businesses that need their CRM connected to the rest of their operations.
- ✓Everything in Professional
- ✓Integration with one additional system (QuickBooks, marketing tools, etc.)
- ✓Custom automation workflows
- ✓Advanced reporting and dashboards
- ✓Operational assessment identifying additional improvement opportunities across the business
All tiers support HubSpot, Salesforce, or Microsoft Dynamics. Typical turnaround is two weeks.
Who This Is For
This works well for businesses that know their sales tracking and pipeline management need to be better but don't have a dedicated operations or technology team to fix it.
We work with professional services firms, including law offices, accounting practices, consultancies, and financial advisors that manage long sales cycles and need to track relationships over time. Contractors and home services companies that receive leads from multiple channels and need a reliable system to make sure every one gets followed up on. Agencies and creative firms where business development has outgrown the founder's personal network and needs a repeatable system. Distributors and manufacturers with field sales teams that need pipeline visibility across reps and territories.
Whether you're a business owner who's been managing sales personally, a VP of Sales trying to bring consistency to a growing team, or an operations director looking to get reliable data out of your sales process, this is built for your situation.
If you set up a CRM on your own and it didn't stick, had someone configure it years ago and the team stopped using it, or you've outgrown your current setup, that's exactly where we do our best work.
Frequently Asked Questions
Everything you need to know before getting started.
Most of our implementations are complete in about two weeks. More complex setups with integrations or larger data migrations can take three to four weeks. We set a timeline upfront and keep to it.
It depends on your business. We work with all three and will recommend the best fit based on your team size, budget, sales process, and the other tools you already use. We don't have a preferred vendor and we don't earn commissions from any platform.
That's one of the most common situations we walk into. We'll look at what you have, figure out where adoption broke down, clean up the data, reconfigure it to match how your team actually works, and retrain everyone on the new setup.
Yes. We handle data migration from spreadsheets, legacy CRMs, and other structured data sources. Deduplication and cleanup are part of the process so you don't carry old problems into the new system.
We do. Monthly CRM administration retainers start at $500 per month and cover ongoing maintenance, data hygiene, workflow adjustments, and optimization as your business changes.
Our packages range from $2,000 to $5,000 depending on scope. Every tier has clear deliverables and fixed pricing. No hidden fees, no open-ended billing, no hourly estimates that balloon.
We'll review your current CRM or contact tracking setup in a 30 to 45 minute session, identify the biggest gaps, and deliver a one-page summary of what's worth fixing first. No charge, no obligation.
Not at all. If you're not sure which platform is right, we'll help you evaluate options as part of the engagement.
Get a Free CRM Health Check
Not sure where to start? We'll take a look at your current setup and tell you what's working, what's not, and what to tackle first. Takes about 30 minutes, no cost, no obligation.
Rather talk it through first? Book a Consultation