---
type: "FAQPage"
title: "FAQ: CRM Setup"
description: "Frequently asked questions about CRM Setup at Context Studios."
resource: "https://www.contextstudios.ai/services/crm-setup/faq"
language: "en"
generated:
  by: "process:contextstudios-md/1"
  at: "2026-09-26T16:37:27.961Z"
status: "stable"
---

# FAQ: CRM Setup

## FAQ

**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.

**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.

**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.

**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.

**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.

**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.