CRM Setup Bespoke Marketing System Setups for Local Service Businesses
We configure powerful Customer Relationship Management systems that organise your leads, streamline your sales pipeline and integrate your marketing tools. Stop managing your business from chaotic spreadsheets and start scaling efficiently.
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Are Disorganised Systems Costing You Clients?
When customer data is scattered across emails, notepads and spreadsheets, follow-ups get missed and professional standards slip. Fragmented processes directly limit your ability to scale and increase daily stress.
Centralise Your Customer Data
Searching for client details wastes valuable time. To combat this, we build a single, secure hub where every contact detail, past communication and project note is instantly accessible to you and your team.
Streamline Your Sales Pipeline
Knowing who to follow up with and when is critical for closing deals. We configure visual sales pipelines that track every lead from initial enquiry to final payment, ensuring no opportunity is ever forgotten.
Simplify Invoicing & Contracts
Chasing payments and managing paperwork breaks your professional frame and costs time. We set up systems that allow you to generate digital contracts and send invoices directly from your CRM, accelerating cash flow and reducing manual admin.
CRM Setup Experts
We handle everything from the complex technical settings to the bespoke strategic nuances to ensure your CRM perfectly matches the way your specific service business actually works.
Custom Build & Pipelines
Considering every business operates slightly differently, we configure the CRM architecture to reflect your exact services and processes. We build custom fields to capture the data you need and design pipeline stages that mirror your real-world sales process, from initial contact to job completion.
Integrations & Data Migration
A CRM is only effective if it holds accurate data. To set you up, we’d help you import existing customer lists before connecting website forms, social media channels, calendar systems and any other third party platforms so that all data flows automatically through your CRM.
Communication Hub Setup
We consolidate your communication so you can manage emails, SMS messages, social media chats, Google reviews and website chat widget messages all from one unified inbox. On top of this, we establish the foundations for automated review generation and lead nurturing sequences.
Dashboards & Reporting
To gain clarity over your business performance, we set you up with custom dashboards that track lead volume, conversion rates and pipeline value. This auto-updates based on CRM activity to provide you with clear insights to make data-driven decisions about your marketing and operations.
"A properly configured CRM transforms a chaotic business into a scalable operation. When every lead, conversation and contract is managed in one place, you stop doing admin and start driving revenue."
Our CRM Setup Process
We take a highly structured approach to deploying your CRM, ensuring the software is moulded precisely to your operational needs and that your team is fully equipped to use it from day one.
1. Operational Consultation
We begin by speaking with you and thoroughly auditing your current sales process, lead generation methods and data storage. This allows us to map out exactly how your business functions to determine the exact configuration you’ll need.
2. Platform Configuration
We set up the core CRM environment with visual pipelines, platform integration, custom fields and all automated workflows.
3. Data & Customisation
We securely import your existing client data correctly formatted and then tailor the communication templates, automated workflows and reporting dashboards to match your specific business goals.
4. Training & Support
A CRM only works if you know how to use it. We provide comprehensive, hands-on training to ensure you are confident navigating the system, managing leads and utilising the tools effectively before we hand over the keys.
What Our Clients Say
CRM Setup FAQs
What platform do you use for CRM setups?
We utilise our own sales and marketing platform, Grafty, built on the robust and ever-evolving HighLevel infrastructure. It provides an all-in-one ecosystem specifically suited to the needs of local service businesses.
How long does the setup process take?
The timeline depends on the complexity of your sales system and the volume of data to be migrated. However, for most service businesses, we complete the full consultation, configuration and training within 2 to 4 weeks.
Can I import existing email lists or customer data?
Absolutely. We manage the secure migration of your existing customer lists into the new system. If you are currently using another CRM or spreadsheets, we ensure the data is formatted and transferred seamlessly without any loss of information.
Do you provide support after the setup?
Yes. We provide thorough initial training so you are comfortable using the system. Following the launch, we offer ongoing support to help you refine your pipelines, add new features and ensure the software continues to support your growth.
How much does it cost?
The platform software fee is £97 per month. The cost for our bespoke setup and configuration is priced separately based on your specific requirements. After our discovery call, we’ll provide a clear quote outlining exactly what the setup entails and what you can expect.