Who it's for
Perfect for startups and SMEs that want to professionalize their sales processes. Ideal for founders, sales managers, and marketing teams who need a working CRM system quickly without the hassle of figuring it out themselves.
Automate processes
CRM Setup. Every contact and every opportunity lives in one place.
- Workshop
- Setup
- Sprint
- Build & Support
Fixed price after scoping · proposal within 48 h
Reviewed: September 2026
CRM Setup
CRM Setup: Professional setup and configuration of CRM systems for effective customer management.
A well-configured CRM is the foundation of successful sales and customer management. We set up your CRM system (HubSpot, Pipedrive, Salesforce, Zoho, or Close) according to your specific requirements. This includes pipeline setup, automation rules, data migration from existing systems, and comprehensive team training.
Key Features
- Quick Setup
- Data Migration
- Team Training
- Fully customized
- HubSpot
- Pipedrive
- Salesforce
- Zoho CRM
- Close
We select the optimal tech stack for your specific requirements
How we work on it
- Workshop
- Setup
- Sprint
- Build & Support
(01)
Setup
We set up one clearly bounded system and hand it over ready to use.
1–2 weeks · fixed price after scoping(02)
Build & Support
We build the project out and stay alongside you once it is live.
after scoping, ongoing · fixed price after scoping; support billed monthlyIncluded
(01)
Analysis of your sales process & reasoned tool recommendation
(02)
Configuration of pipelines, stages, fields, roles and permissions
(03)
Automation rules for tasks, reminders and assignments
(04)
Data migration from Excel, CSV or a previous CRM incl. duplicate cleanup
(05)
Training for your sales team
(06)
Setup documentation
(07)
30 days of free bug fixing from final delivery
Not included
(01)
CRM licence costs (contract directly with the vendor)
(02)
Custom software development and custom integrations
(03)
Large-scale data migration from several legacy systems (scoped separately)
(04)
Ongoing support after the 30 days of bug fixing – available as Build & Support
How it runs
(01)
Analysis & Tool Selection
We map your sales process, existing data and requirements and recommend the right CRM
W1(02)
Configuration
Set up pipelines, fields, roles and automation rules to match your process
W1-2(03)
Migration & Review
Clean and import the data and spot-check it together with you
W2(04)
Training & Handover
Team training on your real deals, documentation and handover of admin rights
W2(01)Which CRM is right for us?
We start with your sales process, not a tool list: team size, sales cycle, existing systems and fixed requirements such as data residency in the EU or the budget per user. From that we derive a reasoned recommendation between HubSpot, Pipedrive, Salesforce, Zoho CRM and Close. You decide. If you already use a CRM, we set that one up properly instead of switching.
(02)Can you move over our existing contacts and deals?
Yes – from Excel or CSV lists, address books or a previous CRM. We remove duplicates, map the fields to the new structure and check samples together with you before switching over. Large migrations from several legacy systems are scoped separately.
(03)How long does the setup take, and how much of our time does it need?
As a Setup, one to two weeks, depending on the number of pipelines, fields and records. From you we need a kick-off, feedback on the pipeline draft, sign-off on the migration and attendance at the training. We quote the work as a fixed price after scoping, with an offer within 48 hours.
(04)Who owns the account and the data?
You do. You sign the licence agreement directly with the vendor; we work with an admin login that you grant and can revoke after handover. You do not become dependent on us.
(05)How do you handle data protection?
We configure what the CRM offers for it: roles and permissions, fields for consent and retention periods. You conclude the data processing agreement with the CRM vendor; we show you where to find it. This does not replace legal advice.
(06)What happens after handover?
You receive documentation of every setting and 30 days of free bug fixing from final delivery. Further automations, reports or connections to other systems can follow as Build & Support if you wish.
Ready for your project?
Talk to us for 30 minutes with no obligation, or write to us directly.
Fixed price after scoping · proposal within 48 h