---
type: "Service"
title: "CRM Setup"
description: "HubSpot, Pipedrive & Co."
resource: "https://www.contextstudios.ai/services/crm-setup"
language: "en"
generated:
  by: "process:contextstudios-md/1"
  at: "2026-10-09T14:02:37.975Z"
status: "stable"
---

# CRM Setup

Get your CRM up and running quickly. We configure your CRM system, migrate your data, and train your team for maximum productivity.

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.

## Perfect 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.

## Benefits



- Quick setup, typically 1–2 weeks

- Seamless data migration

- Custom pipeline configuration

- Team training included

## How we work on it

- Setup — 1–2 weeks · fixed price after scoping: We set up one clearly bounded system and hand it over ready to use.
- Build & Support — after scoping, ongoing · fixed price after scoping; support billed monthly: We build the project out and stay alongside you once it is live.

### Included

- Analysis of your sales process & reasoned tool recommendation
- Configuration of pipelines, stages, fields, roles and permissions
- Automation rules for tasks, reminders and assignments
- Data migration from Excel, CSV or a previous CRM incl. duplicate cleanup
- Training for your sales team
- Setup documentation
- 30 days of free bug fixing from final delivery

### Not included

- CRM licence costs (contract directly with the vendor)
- Custom software development and custom integrations
- Large-scale data migration from several legacy systems (scoped separately)
- Ongoing support after the 30 days of bug fixing – available as Build & Support

### How it runs

- **W1 — Analysis & Tool Selection**: We map your sales process, existing data and requirements and recommend the right CRM
- **W1-2 — Configuration**: Set up pipelines, fields, roles and automation rules to match your process
- **W2 — Migration & Review**: Clean and import the data and spot-check it together with you
- **W2 — Training & Handover**: Team training on your real deals, documentation and handover of admin rights