CRM & ERP Setup
CRM & ERP Setup That Organises Your Growth
We set up and connect CRM and ERP systems like Zoho, Salesforce and HubSpot, so your leads, customers, sales and operations are managed in one clear place.
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Every lead and customer in one place
Growing businesses lose sales when leads live in inboxes, spreadsheets and sticky notes.
We set up Zoho, Salesforce, HubSpot or ERP systems around the way you work, connect your website and marketing tools, automate follow-ups and train your team to use it every day.
- Zoho, Salesforce, HubSpot
- Website and ads connected
- Automated follow-ups
- Team training included
What's included in CRM & ERP Setup
Everything we handle for you, so you get results without the extra work.
CRM & ERP Setup (Zoho, Salesforce, HubSpot)
The right platform configured around how your business actually works.
Sales Pipeline Setup
Clear stages for leads and deals, so nothing slips through the cracks.
Lead Capture Integration
Website forms, ads and email connected directly to your CRM.
Workflow Automation
Automatic follow-ups, reminders, tasks and notifications.
Data Migration
Contacts, deals and records moved safely from spreadsheets or old systems.
Team Training
Simple training so your team uses the system with confidence.
How it works
A simple, clear process from first call to final results.
Discover
We learn how your sales, marketing and operations work today.
Plan
We choose the right platform and design your pipeline and workflows.
Build
We configure the system, integrate your tools and import your data.
Train
We train your team and support you as you get started.
Less admin, more closed deals
A well set up CRM shows you every lead and customer in one place and does the repetitive follow-up work for you.
Every enquiry is captured and followed up.
See your sales, pipeline and team performance at a glance.
Automation handles reminders, emails and data entry.
Your whole team sees the full customer history.
Questions, answered
Quick answers about our CRM & ERP Setup service.
Talk to our team and get a clear answer, with no obligation.
Contact usWhich CRM should I use?
It depends on your size, budget and needs. We often recommend Zoho, HubSpot or Salesforce and help you choose.
Can you move data from spreadsheets?
Yes. We clean and import your contacts, deals and records into the new system.
Can the CRM connect to my website?
Yes. We connect your website forms, email marketing, ads and other tools.
Do you provide training?
Yes. We train your team and provide simple guides for everyday tasks.
More in Digital Marketing
Related services that work well together, all handled by one team.
Ready to organise your sales and growth?
Tell us about your goals and we will share a clear plan on a free call.