CRM Implementation
A CRM your team will actually use
Most CRM projects fail because the system is set up for a vendor's demo, not for the way a real team sells. We build CRMs around your process, your data and your people, so adoption happens naturally, not through enforcement.
What's included
Everything from scoping to handover
Who it's for
Built for businesses that are serious about selling
Growing sales teams
You have outgrown spreadsheets and need a single place to manage your pipeline, track activity and forecast with confidence.
Businesses switching CRM
Your current platform is not working or costs too much. We manage the migration without losing your data or your team's momentum.
Low CRM adoption
You have a CRM already but the team does not use it. We find out why and rebuild it so they will, without starting from scratch unnecessarily.
Teams adding integrations
You need your CRM to connect with your website, email platform or other tools, set up cleanly and reliably from the start.
How it works
A clear process from day one
Most CRM projects drag on because the brief is vague and decisions keep getting deferred. We run a structured process with clear milestones so you always know where things stand and what comes next.
Discovery call
We learn about your sales process, current tools, team structure and what is not working. No questionnaires, just a conversation.
Scoping and proposal
We send a fixed-price proposal covering platform recommendation, scope of work, timeline and what we need from you.
Build and configure
We set up the CRM, migrate your data, build your pipeline and connect your integrations. You review and approve at key checkpoints.
Training and handover
We walk your team through the system, answer questions and provide documentation. You go live with confidence.
Post-launch support
We stay available for two weeks after go-live to handle any questions or tweaks before moving to an optional ongoing retainer.
Common questions
Questions about CRM implementation
How long does a CRM implementation take?
Most implementations take four to eight weeks from kick-off to go-live. Simpler setups with clean data can be done in two to three weeks. Larger projects with complex integrations or significant data migration take longer. We give you a realistic timeline in the proposal, not an optimistic one.
What do you need from us to get started?
Access to your existing data (usually a spreadsheet or export from your current system), a clear point of contact and two to three hours in the first week for a discovery session. After that, your time commitment is mostly reviews and sign-offs at key checkpoints.
Will our data be safe during migration?
Yes. We always work from a copy of your data, never the original. Before anything is moved to the live CRM, you review and approve a data sample. We do not delete or overwrite source data until you are satisfied with the result.
Can you work with the CRM we already have?
Yes. If you are committed to a platform, we will work with it. We will tell you honestly if we think it is not the right fit, but the final decision is always yours. We implement HubSpot, Pipedrive, Zoho CRM and Monday CRM.
What happens after the project ends?
Every implementation includes two weeks of post-launch support. After that, many clients move to a monthly retainer for ongoing changes, new automations and user onboarding. Ad-hoc support hours are also available if you would rather not commit to a retainer.
Do you offer training for the whole team?
Yes. We include a live training session as part of every implementation. We cover the full system walkthrough, key workflows and how to get the most out of the platform day to day. Written documentation is provided alongside the session so your team has something to refer back to.
Want to see what this looks like for your sector?
We'll map your current setup, identify where things are breaking down, and show you what a proper system looks like.
