Revenue systems · CRM setup
A CRM your team actually trusts and keeps up to date
We set up or clean up HubSpot, Pipedrive, Zoho and other CRMs so the pipeline reflects reality, data stays tidy, and nothing depends on someone remembering to update it.
New lead
Qualified
Proposal
Won
Revenue systems
Signs your CRM needs attention
A CRM is only useful if people believe what it shows. These are the usual reasons they stop believing it.
- Deals sit in the wrong stage, or stages mean different things to different people
- The same company or contact exists several times
- Leads from your website or campaigns have to be entered by hand
- Reports take hours to prepare because the data cannot be trusted
Deliverables
What we do
Scope is agreed in writing before work starts. You can take the whole list or only the parts you need.
- Pipeline designStages with clear entry and exit rules, agreed with the people who use them every day.
- Data clean-upDuplicates merged, missing fields filled where possible, and outdated records archived.
- Fields and propertiesOnly the fields you need, named consistently, with required fields where they matter.
- Lead routingNew leads assigned to the right owner automatically, with a task so nothing waits unnoticed.
- IntegrationsWebsite forms, booking tools and outreach platforms connected so records arrive complete.
- Reporting viewsA small number of views or dashboards that answer the questions you actually ask.
Process
How we approach it
You get a short update at each stage: what was done, what we found and what happens next.
Review
We look at how the CRM is used today and talk to the people who use it.
Design
Agree stages, fields and routing rules on paper before changing anything.
Implement
Clean the data and configure the CRM, with a backup taken first.
Adopt
Short training and written notes, then a check-in once the team has used it for a while.
Tools
Platforms we use for this work
Green tags are tools we have used hands-on. The rest are platforms we support when they are already part of your stack. Listing a tool does not imply a partnership.
Hands-on
- HubSpot
- GoHighLevel
- Pipedrive
- Close
- Copper
- Freshsales
- monday CRM
- Attio
- Bitrix24
- Odoo
- Insightly
- Keap
- ActiveCampaign
- SugarCRM
Also supported
- Zoho CRM
- Zapier
- Make
- n8n
- Salesforce (on request)
- Microsoft Dynamics 365 (on request)
Enterprise platforms such as Salesforce and Microsoft Dynamics 365 are available on request and scoped case by case.
Which CRMs do you work with?
We have hands-on experience with HubSpot and GoHighLevel, and we support other common CRMs such as Zoho, Pipedrive and Close. The full list is on our Technology page.
Will we lose data during the clean-up?
We take an export before changing anything, merge records rather than delete them where possible, and agree with you which old records can be archived.
Can you migrate us from one CRM to another?
Yes, when it is the right decision. We map fields between the two systems, move data in tested batches and check the result before you switch over.
Do you provide ongoing CRM support?
Yes. Some clients want occasional help when processes change; others prefer a monthly check of data quality and automations.
Related services
Often combined with
Introductory call
Let’s make your CRM something people trust.
A 30-minute call about your sales process, current CRM and data, and what a clean setup would look like.
- Map your sales stages and hand-offs
- Review the state of your current data
- Agree a setup or clean-up plan