A CRM your team actually uses: GoHighLevel, HubSpot and Salesforce
A forgotten quote is a lost job. We build clear pipelines from first enquiry to installed and paid, automate the follow-ups and add simple dashboards, so you can see every deal and your team always knows the next step.
What our crm setup and automation service includes
Pipeline design
Stages that mirror how you really sell and deliver: enquiry, site visit, quote, signed, install, paid.
Lead capture
Website, Facebook and Instagram leads flowing straight into the CRM.
Automated follow-ups
Email, SMS and WhatsApp sequences, reminders and no-show recovery.
Calendars and booking
Online booking linked to pipelines and confirmations.
Migration and cleanup
Contacts moved from spreadsheets or old tools, deduplicated and tagged.
Dashboards and training
Simple reports and a recorded walkthrough for your team.
Built for teams like yours
- Contractors tracking leads in spreadsheets or inboxes
- Sales teams that need a clear pipeline from enquiry to install
- Schools and clinics managing enquiries, bookings and follow-up
- Businesses moving to GoHighLevel, HubSpot or Salesforce
- Teams that want follow-up that never gets dropped
Tell us your budget. We will design a pipeline that fits it.
Whether you need a clean GoHighLevel, HubSpot or Salesforce setup or a fully customised CRM, share what you have in mind and what you can invest. We will tell you what is realistic and send a written quotation.
Make your tools work together
From idea to a launched system
For websites, AI and workflow automation, CRM setup and custom software. 50% to start and 50% before launch, with a signed agreement and an invoice at every stage.
Discovery
A short call to understand your goals, customers, current tools and where leads or time are being lost.
Requirements and acceptance criteria
We write down what will be built, what is out of scope and how we will both know it works.
Proposal and quotation
A clear scope, price and timeline in writing, with the dates your assets and feedback are needed.
Contract, NDA and deposit
Agreement and NDA are issued within 24 hours of your onboarding form. The 50% start payment secures your build slot.
Assets, access and design options
You provide logos, content and access by the agreed dates. We test options and flag risks before building.
Design and build
We design and build in a private staging area using the agreed structure, tools and integrations.
Review and revisions
You review and send feedback within three business days. Agreed changes are made and anything new is quoted.
Testing and quality checks
We test devices, forms, email delivery, speed, security and your acceptance criteria before anything goes live.
Final payment and launch
The remaining 50% is settled, then we go live, connect your domain and email, and confirm everything works.
Handover and control
Documentation, training and your support period begin. We monitor and support so the result keeps performing.
About crm setup and automation
Which CRMs do you work with?
Mainly GoHighLevel and Salesforce, plus lighter CRMs built in Notion, ClickUp or Google Sheets for small teams.
Can you migrate our existing contacts?
Yes. We import, clean and tag your existing contacts and deals so you start with reliable data.
Do you offer ongoing CRM management?
Yes, as a monthly retainer covering updates, new automations and reporting.
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Learn moreReady to see every deal and never drop a follow-up?
Tell us how you sell today and we will quote the pipeline, automations and dashboards.