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CRM implementation

A CRM only works if your team uses it. We set up HubSpot, Salesforce or Zoho around your real sales and service process, move your data across cleanly, automate the busywork and train your people so adoption sticks.

Best for: sales and service teams that need one source of truth about every customer.

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What's included

  • Platform selection advice — HubSpot, Salesforce or Zoho
  • Pipelines, deal stages, properties and custom objects
  • Data cleansing, de-duplication and migration
  • Email, phone, website, Xero and app integrations
  • Lead scoring, sequences and workflow automation
  • Sales and service dashboards
  • Team training, documentation and admin support

How it works

  1. Workshop your sales and service process.
  2. Configure the CRM to match it.
  3. Migrate and test your data.
  4. Train and support adoption.
  • HubSpot
  • Salesforce
  • Zoho CRM
  • Data migration

Ready to talk about CRM implementation?

Book a free consultation. We'll map out what's possible, what it costs and how long it takes — no obligation.

Book a free consultation