A CRM your team actually uses.
Most CRMs fail because they’re set up generically and nobody adopts them. We implement Kommo, HubSpot, or Zoho around your real sales process — configured, integrated, and built for adoption.
CRM implementation, done for adoption.
A CRM is only as good as whether your team uses it. The failure mode is always the same: bought, set up with default settings, abandoned within months because it doesn’t match how people actually work.
We implement your CRM — Kommo, HubSpot, or Zoho — around your real pipeline: your stages, your fields, your process. Then we integrate it with the tools it needs to talk to (your website, your email, your other systems) so data flows in automatically.
This is the one-time setup. If you want us to run the nurturing and automation afterward, that’s our Marketing Automation service — but the implementation stands on its own.
How we implement a CRM.
Map your process
We document how your sales actually works — stages, handoffs, and what data matters — before touching any settings.
Configure
Pipelines, stages, custom fields, and automations set up to match that process, not a generic template.
Integrate
Connect the CRM to your website forms, email, and other tools so leads and data land automatically.
Train & hand off
We train your team so they actually adopt it, with documentation they can come back to.
What you get.
- Sales-process mapping and audit
- CRM selection guidance (Kommo / HubSpot / Zoho)
- Pipeline and stage configuration
- Custom fields and data structure
- Core automations and notifications
- Website, form, and email integrations
- Team training and onboarding
- Documentation and handoff
This is a one-time setup engagement. Ongoing operation and nurturing is our separate Marketing Automation service.
What to expect.
Map
Process mapping and CRM selection. We understand your sales motion before configuring anything.
Configure & integrate
Pipelines, fields, automations, and the integrations that feed data in automatically.
Train & launch
Team training, documentation, and go-live — set up so it actually gets used.
CRM rollouts that stuck.
Three engagements that span the spectrum — from full-stack brand-to-marketing programs to marketing-only growth work.
MONTACO
Brand identity, custom website with roofing calculators, and multi-channel marketing program running since 2017.
Moldasig
Custom Laravel insurance platform with policy calculators, payment integrations, and full online purchase flow.
2FL Enterprises
Multi-year SEO and lead-generation program for a US-based home services contractor.
CRM gathering dust?
Tell us what you use (or want to) and how your sales process works. We’ll show you how to set it up so your team actually adopts it.
- Free CRM & process review
- Reply within 1 business day
- No long-term lock-in contracts
Verified on ClutchThey offered tailored solutions that made the most sense for where my business was at the time.
★★★★★ Mastery Cabinetry