Services · CRM Setup & Integration
One place to track every enquiry, so no customer slips through the cracks
We set up one place to track every enquiry, so no customer slips through the cracks between email, phone and forms.
- One system for every enquiry
- Connected to your website & ads
- Set up around your sales process
Why choose us
Why businesses choose us for CRM Setup & Integration
Honest advice, a flexible approach and clear communication, from the first conversation to long after launch.
Scattered enquiries mean lost customers.
When leads live across email, spreadsheets and sticky notes, some inevitably get missed.
A CRM should fit your process, not fight it.
We configure the system around how your team actually sells, not a generic default setup.
Adoption matters more than features.
The best CRM is the one your team actually uses. We keep setups simple and practical.
Connected beats isolated.
A CRM disconnected from your website and ads is just another spreadsheet. We integrate it properly.
Results that matter
The results we work towards
A good CRM means no enquiry slips through the cracks and every follow-up happens. We start by understanding what you want to achieve, then recommend the right solution for your business, situation and budget, case by case. We never use a one-size-fits-all package.
No lost enquiries
Every lead captured in one place.
Better follow-up
Reminders and automations that keep opportunities moving.
Clearer reporting
See where enquiries come from and how many convert.
Better teamwork
Everyone working from the same customer history.
What we do
What we set up.
We configure, connect and train your team on a system built around your real sales process.
CRM selection & setup
We recommend and configure the right CRM for your size, budget and sales process.
Website & form integration
Enquiries from your website land directly in the CRM, automatically.
Pipeline & automation setup
Deal stages, reminders and follow-up tasks configured around how you actually sell.
Team training
We train your team so the system gets used properly from day one.
How we help
How We Set Up Your CRM
We build around your existing sales process rather than forcing you into someone else’s.
Process Mapping
We learn how enquiries currently move from first contact to sale.
CRM Configuration
The CRM is set up to match that process, not a generic default.
Integration
Your website, forms and other tools are connected so data flows automatically.
Training & Handover
Your team is trained and supported until the system is second nature.
Why it matters
A CRM Your Team Actually Uses
A powerful CRM nobody logs into is worse than no CRM at all.
- Simple by Design: We configure only what your team needs, not every possible feature.
- Nothing Falls Through: Every enquiry is captured and tracked automatically.
- Clear Reporting: See exactly where enquiries come from and how many convert.
- Grows With You: The setup can expand as your team and process mature.
FAQs
Frequently asked questions
Straight answers to the questions businesses ask us most.
Which CRM platforms do you work with?
We work with popular platforms such as HubSpot, Pipedrive and Zoho, and recommend the one that fits your budget and needs.
Can you migrate our existing data?
Yes, we can import existing contacts and deal history from spreadsheets or another CRM.
Will our website enquiries feed in automatically?
Yes, we connect your website forms so new enquiries land directly in the CRM without manual entry.
Do you provide training for our team?
Yes, training is included so your team is confident using the system from launch.
How long does a CRM setup take?
Simple setups can take 1–2 weeks; more complex integrations take longer depending on your existing tools.
Tell us what you want to achieve.
Tell us how enquiries reach you today, and we’ll reply within one business day with a clear plan to bring it all together.
Prefer to start small? Ask about our Free Digital Health Check.
Prefer email? hello@pinkybraindigital.com