CRM setup
CRM setup for small and growing businesses
CRM setup around how you sell: the right tool, pipelines, website lead capture, follow-up automation, reports and training. HubSpot, Zoho CRM or Pipedrive.
A CRM (customer relationship management) system only helps if it matches how your team really sells. Many small businesses keep leads in inboxes, chat threads and spreadsheets, so follow-ups are missed and nobody can see what is happening. A well-set-up CRM puts every lead, conversation and next step in one place.
genaitex chooses and sets up the right CRM with you, for example HubSpot, Zoho CRM or Pipedrive. We build your pipeline, fields and user roles around your sales process, connect your website forms so leads arrive automatically, set up follow-up emails and tasks, import and tidy your existing contacts, and train your team.
CRM setups are quoted per project because teams differ. Tell us how you sell today and we reply with a plan and a quote.
Pricing
Priced per project. Tell us what you need and we reply with a clear quote, usually within one business day.
What you get
What’s included with crm setup
The right CRM for you
We help you choose a tool that suits your team and budget.
Pipelines built for how you sell
Stages, fields and user roles shaped around your process.
Website lead capture
Your website forms connected straight into the CRM.
Follow-up automation
Emails and tasks that remind and reach out for you.
Contacts imported and tidied
Your existing contacts brought in cleanly.
Reports and training
Dashboards you will read, plus a walkthrough for your team.
Built with
- HubSpot
- Zoho CRM
- Pipedrive
- Webhooks
- Google Workspace
How it works
How a crm setup project runs
- 01
Map how you sell
We learn your sales steps, your team and where leads come from.
- 02
Choose and configure
We pick the tool and set up the pipeline, fields and roles.
- 03
Connect and automate
Website forms, email and follow-up tasks are connected and tested.
- 04
Import and train
We bring in your contacts and walk your team through it.
Who it is for
Is this right for you?
- Small teams whose leads live in inboxes and spreadsheets
- Businesses whose enquiries come from a website, ads and messages
- Sales teams that need a clear view of their pipeline
- Companies moving from one CRM to another
Questions
CRM setup: common questions
What is a CRM?
A CRM is software that keeps your leads, customers, conversations and follow-ups in one place, so your team always knows who to contact next and what has already been said.
Which CRM should my business use?
It depends on your team size, budget and how you sell. We work with tools such as HubSpot, Zoho CRM and Pipedrive, and we help you choose the one that fits rather than the one that is most popular.
Can my website forms feed into the CRM?
Yes. We connect your website forms and other lead sources, so new enquiries appear in the CRM automatically.
Can you import my existing contacts?
Yes. We import and tidy your existing contacts so you start with clean data.
Will you train my team?
Yes. A walkthrough for your team is part of the setup, so people know how to use it from the first day.
How much does CRM setup cost?
CRM setup is quoted per project, based on your team, your process and the tools involved. Tell us how you sell today and we reply with a quote.
Related
Related services
- AI automation and integrationsAI assistants grounded in your own content, document search and workflow automation that connect your store, CRM, email and payments, with human review.Read more
- Digital marketingSEO, content, social, email and paid ads planned around your goals and tracked so you see what works. No promised rankings, just steady work and clear reports.Read more
- Web app developmentCustom web applications, dashboards and customer portals built around how your team works, from first version to production. Quoted per project.Read more
Let's build it
Have a project in mind? Let's talk.
Tell us what you're building. You'll get a thoughtful reply with next steps, usually within one business day.