The system that connects marketing spend to closed revenue
It's a common pattern: solid ad spend, decent lead volume, but no clear picture of what actually closed. Without a CRM tracking leads through each pipeline stage, marketing and sales end up arguing about lead quality with no shared data to settle it. A properly configured CRM fixes that gap.
We set up your CRM (or configure the one you already have) with a pipeline structure matched to your actual sales process — not a generic template. Every lead source is tagged, every stage has clear entry and exit criteria, and automated reminders keep leads from sitting untouched.
Where it adds value, we connect the CRM directly to your ad campaigns and WhatsApp, so marketing can finally see which channels produce leads that close, not just leads that arrive.
What a properly configured CRM changes
No lead falls through the cracks
Every lead is logged automatically the moment it arrives, from any channel.
Clear pipeline visibility
See exactly how many leads sit at each stage, and where they're getting stuck.
Marketing-sales alignment
Shared data ends the guessing game about which campaigns actually produce revenue.
Automated follow-up reminders
Sales reps get nudged before a lead goes cold, not after.
Source-level attribution
Track which campaign, keyword or platform each closed deal originally came from.
Reporting your team can trust
Dashboards pull from real pipeline data, not manually updated spreadsheets.
How we set up your CRM
Sales process mapping
We document your actual sales stages before configuring any software around them.
CRM selection or audit
We recommend a CRM if you don't have one, or audit and fix your existing setup.
Pipeline configuration
Stages, fields and automation rules are built to match your real process.
Channel integration
Ad platforms, WhatsApp and web forms are connected to feed leads in automatically.
Team training
Your sales team is trained on daily usage, so adoption doesn't stall after setup.
30-day usage review
We check adoption and data quality a month in, and fix any gaps that appear.
What's included in a CRM setup engagement
- Sales process mapping and pipeline stage design
- CRM selection guidance or full configuration of your existing tool
- Integration with Meta, Google, WhatsApp and web form lead sources
- Automated reminders and follow-up task assignment
- Custom fields and tagging for accurate source attribution
- Sales dashboard setup with pipeline and conversion reporting
- Team onboarding and usage training
- 30-day post-launch review and adjustment
A CRM is only as useful as its adoption. We spend as much effort on training and the first-month follow-up as we do on the initial configuration, because a perfectly built pipeline that nobody updates is worse than a messy spreadsheet everyone actually uses.
Where this service works best
Real Estate
Multi-project pipelines tracking site visits through to booking.
B2B Services
Longer sales cycles tracked from demo request to signed contract.
Education
Admission pipelines from enquiry to enrolment.
Agencies
White-label CRM setup for agencies managing multiple client pipelines.
Common questions
Get a CRM setup quote
Tell us what you're currently using to track leads (even if it's just a spreadsheet) and we'll recommend the right setup.