Business growth
CRM setup & configuration
Overview
HubSpot, Zoho, or Salesforce CRM setup, data migration, pipeline config, and staff training.
Delivery
CRM setup & configuration Delivery Process
Discover
We map your business, your users, and what winning looks like before a single pixel.
Design
Direction, identity, and interfaces: shared early and reviewed with you at every step.
Build
Engineering in weekly slices you can see, click, and comment on as they land.
Launch
QA, performance, SEO, and deployment handled end to end. Nothing left to chance.
Grow
Support, iteration, and new capabilities as your business scales beyond launch day.
Details
Typical timeline
Includes training
Best for
Deliverables & Scope
- → CRM account configured with your pipeline stages and custom fields
- → Contact and deal data migrated from spreadsheets or your old tool
- → Email, calendar, and form integrations connected
- → Two training sessions recorded for your sales and support staff
- → Written admin guide covering how to add a user or change a stage
Post-Delivery
- → 30-Day Bug Warranty
- → Source Files & Ownership
- → Handover Training Session
Investment
CRM setup & configuration Investment & Pricing
Indicative starting ranges - every project is quoted to its real scope.
FAQ
CRM setup & configuration FAQs
How much does CRM setup cost?
US clients pay $800 to $4,000 and Australian clients pay A$1,200 to A$6,000. A single pipeline on HubSpot Starter with 500 migrated contacts sits at the low end. Salesforce with custom objects, several teams, and complex automation sits at the top.
How long does setup take?
Two to four weeks for most small and mid-sized teams. Data migration is usually the longest task, especially when the old records are inconsistent or duplicated.
Who owns the CRM account and the data in it?
You do. The account is in your company name on your billing. We work as a guest admin and are removed once you are comfortable running it.
What happens after launch?
The first month is when people actually learn the system, so we stay reachable for questions and small fixes. After that, most clients want a quarterly tune-up rather than constant involvement.
Which CRM should we pick?
HubSpot suits small sales teams that want to start quickly and keep costs low. Zoho is cheaper at scale and covers more back-office functions. Salesforce is worth the cost when your process is genuinely complex or you need deep customisation. Picking before mapping your process is how teams end up with an expensive tool nobody uses.
Will our old data migrate cleanly?
Rarely without work. Duplicate contacts, missing fields, and inconsistent stage names are normal. We clean and de-duplicate during migration and give you a report of what could not be mapped instead of dropping rows quietly.
Do you charge per user?
No, our fee is for the setup work. Your CRM vendor charges per user per month, and that cost scales with your team. We give you the vendor pricing before you commit so there are no surprises.
Paired Services
Complementary Services for CRM setup & configuration
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