GoHighLevel and HubSpot
CRM Setup
Leads from your website, ads, phone, and WhatsApp often end up scattered across inboxes and spreadsheets. Without one system, follow-ups get missed and nobody can see what's working.
How we approach it
CRM Setup as part of your growth system
We set up GoHighLevel or HubSpot around your sales process: every lead captured automatically, pipelines that match your stages, automated follow-ups, and reports that show where deals come from.
It’s one part of our Email & CRM Automation work, and it runs alongside the other channels in your plan, so every piece builds on the last instead of working in isolation.
What’s included
- CRM selection and setup
- Pipelines matched to your sales stages
- Lead capture from forms, ads, calls, and WhatsApp
- Automated follow-ups and task reminders
- Team training and reporting dashboards
How it works
From scattered leads to one organised system
Map how you sell
Where leads come from today, and every step from enquiry to sale.
Choose the CRM
HubSpot, Zoho, Pipedrive or similar, picked for your team and budget.
Set up the pipeline
Stages, fields and tasks that match how your team actually works.
Connect every source
Website forms, ads, calls and WhatsApp feed straight into the CRM.
Train your team
A short session and a guide, so everyone uses it from day one.
Is it right for you?
A good fit if…
Leads are tracked in spreadsheets or not at all
Follow-ups depend on someone remembering
You can't tell which marketing channels bring paying customers
Fixed-price gigs
Prefer to start small?
These one-time tasks have upfront pricing, a good way to work with us before a longer engagement.
FAQ
Common questions
Let’s see where CRM Setup fits in your growth plan
Free audit, no obligation. We reply within one business day.
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