CRM Setup and Implementation —
For Growing Businesses
CRM setup and implementation that captures every lead, organises your sales pipeline and automates follow-ups — so no enquiry slips through the cracks.
Lead Management System
- ✓ Meta lead forms → CRM (automatic)
- ✓ Google Ads leads → CRM (automatic)
- ✓ Website contact forms → CRM
- ✓ WhatsApp enquiries tracked
- ✓ Data migration from Excel or other CRM
Sales Pipeline & CRM Automation
- ✓ Custom pipeline stages for your process
- ✓ Automated follow-up tasks and reminders
- ✓ Status-based WhatsApp / email messages
- ✓ Team training included
- ✓ Connect with workflow automation
Frequently Asked Questions
Which CRM is best for a small business?
The best CRM depends on your team size, budget and processes. Common options for small businesses include Zoho CRM, HubSpot (free tier) and LeadSquared. Praveer will recommend the right fit based on your needs.
Can my Facebook and Google Ads leads go directly into the CRM?
Yes. Meta lead forms and Google Ads lead forms can be connected directly to your CRM so every lead is captured automatically without manual data entry.
How long does CRM setup take?
A basic CRM setup — pipeline, stages, lead capture and basic automation — typically takes 1–2 weeks. More complex setups with custom integrations take longer.
Will you train my team?
Yes. A walkthrough and basic training session for your team is included in the setup.
Can you migrate data from Excel or another CRM?
Yes. Data migration from spreadsheets or another CRM is part of the setup process.