A CRM your team actually uses, and no lead goes cold.
Most small businesses lose sales in the gaps: enquiries sitting in inboxes, follow-ups that never happen and spreadsheets nobody trusts. We set up HubSpot or the CRM that suits you, connect it to your website, ads and email, and automate the follow-up, so every lead is captured, tracked and chased.
HubSpot & CRM setup services
CRM choice & setup
HubSpot, Pipedrive, Freshsales, Salesforce, Dynamics 365 or Act!, set up around how you actually sell.
Pipelines & deal stages
Clear stages, owners and next steps, so you can see every deal at a glance.
Lead capture from every source
Website forms, ads, LinkedIn and email, all flowing into one place with the source recorded.
Automated follow-up & nurture
Personal follow-up sequences and reminders, so no enquiry waits a day for a reply.
Integrations & AI workflows
Connect your website, calendar, email and ad platforms, with AI drafting replies and updating records.
Reporting dashboards & training
Dashboards for leads, pipeline and revenue, plus training so your team uses it every day.
Karl has worked across multiple CRMs, including HubSpot, Pipedrive, Freshsales, Salesforce, Microsoft Dynamics 365 and Act! CRM, and led marketing automation at ChildFund using ClickDimensions on Microsoft Dynamics. Not sure where your gaps are? Take the free AI marketing scorecard, which scores your CRM and lead follow-up, or see our AI agents and automation service.
Our process
- MapHow leads arrive today, where they stall and what your team needs to see.
- Set upCRM, pipelines, properties and lead capture, built around your sales process.
- Automate & connectFollow-up sequences, integrations and AI workflows, tested end to end.
- Train & improveTeam training, then monthly reviews of the pipeline and what to refine.
HubSpot & CRM questions
Which CRMs do you work with?
We work with HubSpot, Pipedrive, Freshsales, Salesforce, Microsoft Dynamics 365 and Act! CRM, among others. If you already have a CRM, we improve the one you have rather than starting again.
Do I need HubSpot, or will a simpler CRM do?
It depends on your team size, sales process and budget. HubSpot suits many growing businesses, but a simpler or cheaper CRM can be the better fit. We'll recommend what suits you, not what's fashionable.
Can you move us from spreadsheets or another CRM?
Yes. We clean and import your contacts and deals, map the fields, and make sure nothing is lost when you switch.
Can you connect the CRM to our website and ads?
Yes. We connect website forms, Google and Meta lead ads, LinkedIn, email and calendars, so every lead arrives in the CRM with its source recorded.
How much does CRM setup cost?
Every project is quoted after a short scoping chat, based on your CRM, integrations and how much automation you need.
Will my team actually use it?
That's the goal. We keep it simple, build it around how your team already works, and train everyone, with a check-in after launch.
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