CRM Setup & Integration
Wire your website to the CRM your business actually uses.
CRM setup services for small businesses — HubSpot, Salesforce, Zoho, or GoHighLevel — configured, integrated with your site's forms, and ready to route real leads on day one.
Overview
A CRM is only useful if the leads from your website actually land in it — with the right fields, on the right pipeline, in front of the right person. Most small businesses have the CRM subscription and none of that.
I set up your CRM from scratch or clean up what's already there: pipelines, deal stages, custom fields, and automations that match how you actually sell.
Then I wire your website forms straight in — every contact request, quote, or booking lands as a lead with source, page, and UTM data attached.
What you get
Concrete deliverables.
No vague scope. Every engagement ships with the same list of things, every time.
- CRM account audit or fresh setup
- Pipeline & stage configuration
- Custom fields, tags, and lead sources
- Website form → CRM integration
- Email templates & follow-up automations
- User accounts and permissions
- Training walkthrough (recorded)
- 30-day tuning window
Process
How it works.
Interview
How do you actually sell today? Pipelines follow that, not a template.
Configure
Pipeline, stages, fields, tags, and automations built to match.
Integrate
Website forms and any other lead sources wired straight into the CRM.
Train
A recorded walkthrough so you and your team can actually run it.
Outcomes
The numbers.
FAQ
Common questions.
Don't see yours? Reach out — we answer every message personally.
Which CRMs do you set up?
Most commonly HubSpot, Salesforce, Zoho, GoHighLevel, and Pipedrive. If you already have a subscription to something else, I'll usually work with it.
How much does CRM setup cost?
Setup is a fixed one-time project — priced by the number of pipelines, integrations, and automations. Most small-business CRM setups fit within a single fixed engagement.
Can you migrate contacts from my old CRM?
Yes. I'll clean and dedupe the export, map it to the new fields, and import — no lost history or broken tags.
Will my website forms feed the CRM automatically?
Yes — that's the whole point. Every form submission becomes a lead with page, source, and UTM attached, so you can measure what's actually driving pipeline.
Related services
Pairs well with.
Ready to start crm setup & integration?
One conversation. No pressure. We'll tell you whether we're the right fit within a day.