CRM setup & automation
A pipeline your team actually uses
Set-up and clean-up of HubSpot, Zoho, GoHighLevel or Salesforce, with pipelines, automations and reports built around how you sell.
Priced per project
Get a quote
You get a written proposal with the scope, timeline and a fixed price or milestones within three business days.
Included
What you get
- Pipeline design
- Data import and clean-up
- Automated tasks and reminders
- Team training
Deliverables
What you'll have in hand, shared in your client portal.
- 01Configured CRM
- 02Training session
Onboarding
How we get started
When you go ahead, these steps become your onboarding project in the client portal, so you can watch each one get done.
- 1Process mapping session
- 2Connect the tools we will automate
- 3Build the first automation and test it on real data
- 4Team walkthrough and hand-over notes
Free proposal
Tell us about your project
Describe the project in a few lines. We reply within one business day and send a written proposal within three.
Or call +1 (310) 402 2252Mon–Fri, 9am–6pm PT
One team for the whole job
Most clients combine services: a website with SEO, an AI assistant with lead follow-up, a video with paid ads. We plan them together so they work together.