A CRM set up around how your team sells
CRM selection, data import, pipelines and training. For GHL-specific funnels see GoHighLevel Setup. For lead routing and follow-up rules on an existing CRM see CRM & Sales Automation.
What you get with CRM Implementation
- Sales process mapping
- CRM selection and setup
- Data import and clean-up
- Pipelines, fields and permissions
- Email, calendar and phone integration
- Team training and SOPs
CRM Pipeline Template
Stages, fields and SOPs so sales and marketing share one pipeline.
Phases, timelines and what you receive
Audit
Current funnel, CRM and process map
Build
Automations, integrations and dashboards
Launch
Go-live, training and SOPs
Optimise
Reporting and improvements
Get a plan for CRM Implementation
A few fields, no sales script. We reply within 1 business day with next steps.
Where we've done this before
1,760+ clients served
A GoHighLevel system that captures every lead, follows up instantly and books calls
Lead-to-deal pipeline
A sales CRM that moves leads from capture to closed deal with role-based access
What we build with
Ways to work with us
Every project gets a written quote after a short scoping call.
Fixed-scope project
Clear scope and timeline. Scope agreed before code starts; change requests quoted separately.
Dedicated team / AI Pod
Evolving roadmap or AI systems in production. Monthly, scale up or down with notice.
Support & maintenance retainer
Live products that need fixes, updates, monitoring and small features each month.
Frequently asked questions
Straight answers on cost, timelines, ownership and data.
Yes. We move contacts, deals, history and automations with a cut-over plan.
Implementation is the foundation (fields, pipelines, data). GHL Setup is funnel/platform-specific. Sales Automation adds routing and follow-up on top of a working CRM.
Ready to talk about CRM Implementation?
Book a short call with a senior engineer. No pitch deck, just a clear next step.
- We reply within 1 business day.
- NDA available on request
- You own all code from day one