Home / Services / CRM and Marketing Automation / CRM Setup
A CRM your team will actually use
Pipeline, lead capture, ownership and reporting set up around how you sell — in HubSpot, GoHighLevel or the platform that fits.
Leads you paid for should never sit in an inbox. A working CRM gives every enquiry an owner, a next step and a record.
We keep it simple enough that it gets used.
CRM Setup is one service inside layer 06 of the Growth System. The hub covers the full scope and how it connects.
What usually goes wrong
The patterns we see most often before we are involved.
Leads live in email
No record, no owner, no follow-up once the inbox scrolls.
The CRM was bought and never configured
Default pipeline, no automation, half the team ignoring it.
No source on any lead
Sales cannot say which channel produced the customers.
Reporting is manual
Someone builds a spreadsheet each month and nobody trusts it.
The work inside CRM Setup
Scoped to what your business needs, not a fixed package.
Pipeline and process
Stages that reflect how deals actually move.
- Pipeline and stage definitions
- Lead status and qualification rules
- Ownership and routing
- Required fields and hygiene
Lead capture and source
Every enquiry in, with where it came from.
- Web forms, calls and chat integration
- UTM and source capture
- Deduplication and enrichment
- Booking and calendar links
Rollout and reporting
Configured for the people using it.
- Views and dashboards per role
- Templates and sequences
- Team training and documentation
- Ads feedback from pipeline stages
CRM Setup sits in layer 06 of nine
Highlighted below. We check the layers either side as part of the work, because that is usually where the result is decided.
Outputs you keep
Documented, in your accounts, readable without us in the room.
CRM blueprint
Pipeline, fields, routing and automation documented before build.
Configured CRM
Built, integrated with your site and tested.
Sales and follow-up views
Dashboards that show speed to lead, stage and source.
Training and handover
Short sessions and documentation your team keeps.
How it runs
Three stages, with a review before anything scales.
Map
How leads arrive, who handles them and how deals close today.
Output: CRM blueprint
Build
Pipeline, capture, routing, automation and reporting configured.
Output: working CRM with test leads
Adopt
Training, first weeks monitored, adjustments made.
Output: adoption review and next steps
Is CRM Setup the right next move?
We will say so plainly if another layer should come first.
Good fit
- You generate leads from several channels
- More than one person handles enquiries
- You want to know which channel produces customers
Fix something first
- One person, a handful of leads a month
- Sales process changes every week
- The CRM choice has not been made and needs strategy first
Connected services
Start with the parent hub, or follow the layer that concerns you most.
CRM Setup FAQ
Which CRM do you recommend?
It depends on team size, sales process and budget. HubSpot and GoHighLevel cover most cases we see; we will say which and why.
Can you migrate from our current CRM?
Yes, with data cleaned rather than copied wholesale.
Do you write the automations?
Yes — lead routing, reminders and follow-up sequences are part of setup. Marketing automation is scoped separately under Email Automation.
How do you get the team to use it?
Keep it simple, match their real process, give each role a view that helps them, and review adoption in the first month.
Find out where your leads go after the form
The free growth plan maps the path from enquiry to sale and shows where leads are lost.