Oct – Dec 2025
4.2×
Phone calls
67
Before
282
After
2.2×Form leads
−11%Cost per conversion
CRM Setup and Automation
CRM Setup and Automation Your Team Will Use
We set up HubSpot, GoHighLevel or Pipedrive around how you actually sell: clear pipelines, simple stages and automated follow-up. Every lead is tracked from first contact to sold job, in a CRM you own.
- Google Partner Agency
- Leads Tracked to Sold Jobs
- Month to Month, No Lock-In
- Full Transparency
Sales Pipeline
Stages That Match Your Sales
- New lead Source and campaign saved Set
- Contacted First reply logged Set
- Quote sent Value and follow-up date Set
- Won or lost Reason recorded Set
Automations
Follow-Up Without Reminders
- Lead assignment By service or area On
- Task creation Next step for each stage On
- Quote follow-up Email and text sequence Running
- Stale deals Flagged to the owner On
Data and Reporting
Clean Records
- Lead source From ads and forms Saved
- Duplicates Merged and prevented Clean
- Ad platforms Sales sent back Synced
- Dashboards Pipeline and revenue Live
Quick Answer
What Is CRM Setup and Automation?
CRM setup and automation means configuring a system like HubSpot, GoHighLevel or Pipedrive so it matches how your business sells. That covers pipelines, deal stages, custom fields, lead routing and automated follow-up. Done well, every lead has an owner and a next step, marketing sources are saved, and closed sales can be sent back to your ad platforms.
Led by Jubaer Hasan · Founder & CEO
- Platforms
- HubSpot, GoHighLevel, Pipedrive
- Includes
- Pipelines, stages, fields and automations
- Connects to
- Forms, ads, phone and email
- Account ownership
- Always in your name
What We Do
What Does Our CRM Setup Include?
A CRM built around your sales process, with automation where it saves real time.
- Pipeline Design
- Pipelines and stages mapped to your real sales steps, from new lead to paid.
- Custom Fields
- Only the fields your team needs, with lead source and campaign data captured automatically.
- Follow-Up Automation
- Tasks, emails and texts triggered by stage changes so no deal is forgotten.
- Lead Routing
- New leads assigned to the right person by service, area or availability.
- Connected Tools
- Forms, lead ads, calendars, phone and email linked so data flows in on its own.
- Dashboards
- Pipeline, revenue and lead source reports your team and owners can read at a glance.
How We Work
Four Steps From Audit to Results
We learn how you sell before we touch any settings.
-
01
Audit
We review your current CRM, data, lead sources and how your team sells today.
-
02
Plan
We design pipelines, fields, automations and reports, and agree them with you.
-
03
Build & Launch
We build, import clean data, test every automation and train your team.
-
04
Optimize & Report
We refine automations as your process changes and keep reports accurate.
Case Studies
Results From Systems We Have Built
We have not published an automation case study yet. These results are from call-driven accounts we manage.
Latest Guides and Insights
Google AdsRoofing
How to Market a Roofing Company: Channels That Bring Inspections
Google AdsRoofing
How to Get Roofing Leads Without Buying Shared Leads
Google AdsEcommerce
Product Feed Optimization for Google Shopping: What to Fix First
Conversion Rate OptimizationEcommerce
Abandoned Cart Recovery: How to Win Back Lost Checkouts
Google AdsEcommerce
Ecommerce PPC: How to Run Paid Ads That Actually Make a Profit
FAQ
CRM Setup Questions
Which CRM should we use?
It depends on how you sell. HubSpot suits teams wanting strong marketing and reporting, GoHighLevel suits local service businesses wanting texts and booking in one place, and Pipedrive suits sales-led teams. We recommend one after seeing your process.
Can you move our data from another CRM or spreadsheets?
Yes. We clean, deduplicate and map your contacts, deals and history into the new CRM, then check the import carefully before your team starts using it day to day.
Can the CRM send sales data back to Google Ads and Meta?
Yes. We connect closed deals and lead stages to Google Ads offline conversions and the Meta Conversions API, so your campaigns optimize toward real sales rather than form fills.
Will our team need training?
We include short, practical training and simple written guides for your team. Setups are designed so daily use feels obvious, with automation handling the repetitive steps.
How are you paid?
A monthly fee or a project fee, quoted in writing.
Free Audit
Find Out Where Your CRM Leaks Deals
We'll review your CRM, pipelines and automations and send a prioritized fix list. Reply within 12 hours.