CRM Setup & Automation

The CRM That Your Sales Team Will Actually Use

Most CRMs get abandoned within 90 days. We configure, automate, and train your team so your pipeline management system becomes your competitive advantage — not another ignored subscription.

View Pricing & ScopeSee How It Works
What We Fix

Complete CRM Setup, Automation & Pipeline Optimization

From choosing the right CRM to building automations that eliminate manual data entry — we handle the full setup so your team spends time selling, not inputting data.

🏗️
Pipeline Architecture
Custom deal stages, probability weighting, and pipeline structure aligned to your actual sales process — not a generic template.
⚡
Workflow Automation
Automatic task creation, follow-up reminders, lead routing, and status updates so nothing falls through the cracks.
🎯
Lead Scoring & Segmentation
Score leads based on behaviour, company size, and engagement so your reps focus on the hottest opportunities first.
📧
Email Sequence Integration
Connect your outreach sequences directly to the CRM — track opens, clicks, replies, and automatically update deal stages.
📊
Reporting & Dashboards
Custom sales dashboards showing pipeline velocity, conversion rates, and revenue forecasting — the numbers that actually matter.
👥
Team Training & Adoption
Live training sessions, process documentation, and ongoing support to ensure your entire team uses the CRM consistently.
3×
Pipeline visibility improvement
40%
Reduction in manual data entry
2×
Faster follow-up speed
90%
Team adoption rate
Our Process

From Messy Spreadsheets to Automated Pipeline

A structured 4-step process to get your CRM live, automated, and actually being used within 2–3 weeks.

1
Audit & Strategy
We map your current sales process, identify bottlenecks, and select the right CRM platform for your team size and budget.
2
Build & Configure
Custom pipeline stages, contact properties, deal fields, and integrations — built to match exactly how you sell.
3
Automate
Workflow automation rules, email sequences, lead scoring triggers, and notification systems to eliminate manual work.
4
Train & Optimise
Team onboarding, process documentation, and 30-day check-ins to ensure adoption and refine based on real usage data.
CRM Platforms We Work With
HubSpotPipedriveSalesforceClose CRMZoho CRMActiveCampaignMonday CRMNotion
Pricing & Scope

Three Tiers to Fit Your Business Stage

Choose the scope that matches your immediate needs. You can always upgrade as your team and pipeline grow.

Quick Setup
$1,500

Perfect for teams just getting started

  • CRM configuration & basic setup
  • Custom fields & deal stages
  • 1–2 Make.com automations
  • Admin training (2 hours)
  • 1–2 weeks timeline

Start Here

Most Popular
Full Implementation
$2,500

Complete CRM + automation setup

  • Full CRM customization
  • 5+ Make.com workflows
  • Email integration & templates
  • Admin + team training (4 hours)
  • Documentation & video guides
  • 2–3 weeks timeline

Get Started

Strategic + Ongoing
$3,500 + $300/mo

Setup + optimization & support

  • Everything in Full Implementation
  • Monthly optimization reviews
  • New workflows as you grow
  • Priority support & access
  • Ongoing training & refinement

Schedule Consultation

Get Started Today

Tell Us About Your Business

Answer a few quick questions so we can understand your needs, timeline, and the best fit for your team. We’ll review your info and send you a custom proposal within 24 hours.

Thank you! Your inquiry has been submitted. We’ll review your info and send you a custom proposal within 24 hours.












Questions? Let’s Talk.

Not sure which tier is right for you? We’ll review your setup and recommend exactly what you need — no pressure.

Email Itai