CRM Setup and Implementation
Streamline your sales and service with tailored CRM setup and implementation that aligns with U.S. business practices.
A CRM becomes a growth driver only when it mirrors your sales process. We configure pipelines, deal stages, custom fields, lead sources, and automation so your team spends less time on manual work and more time on closing. From telephony and email integration to web-to-lead forms and GA4 events, we connect every touchpoint to ensure reliable attribution. Dashboards help you monitor conversion at each stage, time-to-close, and real revenue by channel. With SLA rules and automated reminders, you’ll never lose track of a lead. The result is clean data, predictable forecasting, and a unified system where marketing and sales work as one.

Ready to see how our 6-step approach aligns content with business objectives? Learn more about our 6-step approach or explore all services to integrate CRM with performance advertising and analytics.

How soon can we see results? Initial indicators — creative, integrations, pipeline — appear in 2–4 weeks; sustainable growth arrives in 6–12 weeks.

How do you measure success? We focus on business metrics: leads/orders, revenue, and ROMI. Reports tie GA4, CRM, and BI data together.

What’s included in the service? Audit → 90-day strategy → execution (campaigns/content/CRM) → reports/hypotheses → scaling.
We analyze your workflow and select the right CRM platform, configure it to match your processes, integrate with existing tools, and train your team to ensure seamless adoption and improved customer management for the U.S. market.
Our experts handle data migration, workflow automation, and user training so that your CRM system delivers actionable insights, enhances collaboration across teams, and drives customer loyalty among U.S. clients.