CRM Setup
Creative thinking, digital technology and practical execution for modern brands.
CRM Setup
Lead stages, fields, processes and integrations that simplify follow-up.
When leads sit in inboxes and spreadsheets without a shared status.
We structure pipeline, fields, ownership and follow-up so the team can see where each enquiry stands.
Core deliverables
- Pipeline and lead-stage model
- Field and data model
- Form/import and contact structure
- Simple automations and tasks
- Dashboard, documentation and user handover
Before we recommend a scope
When this fits
When leads sit in inboxes or spreadsheets and the team lacks shared stages, ownership and follow-up routines.
First decision
Pipeline, lead stages, fields, ownership and which systems feed data into the CRM are defined first.
When we should choose something else
If data quality, consent or ownership is unclear, the foundation should be resolved before messaging journeys and automations are activated.
How the system around customer communication is built.
- Data & consent — We make stages and ownership unambiguous so the same lead does not carry conflicting status across teams or systems.
- Structure & ownership — We define only fields that serve a clear purpose in follow-up, reporting or automation.
- Build the journey — We build this part around lawful data, clear ownership and a testable follow-up flow.
- Test & fallback — We test triggers, data flow, ownership and fallback before an automated journey affects real contacts.
- Documentation & operations — We document the definition, data source and refresh cadence for each important metric before visualizing it.
Practical framework
Data, consent & ownership
current lead sources, sales process, field/stage requirements, responsible roles and integrations
Journey & follow-up
data quality, share of leads with correct status, follow-up speed and fewer lost leads
System & consent boundaries
Data, consent and third-party system access must be lawful and available. We do not activate messaging journeys based on assumed consent.
FAQ
When is CRM Setup the right next step?
When leads sit in inboxes or spreadsheets and the team lacks shared stages, ownership and follow-up routines. Pipeline, lead stages, fields, ownership and which systems feed data into the CRM are defined first.
What do you need from us before starting?
We clarify current lead sources, sales process, field/stage requirements, responsible roles and integrations. If something is missing, we explain what can be done without it before scope and price are approved.
What do we concretely receive?
The core delivery is normally built around Pipeline and lead-stage model, Field and data model, Form/import and contact structure. Exact included and excluded work is confirmed in writing before starting, and we follow relevant signals such as data quality, share of leads with correct status, follow-up speed and fewer lost leads.
Which data and consent boundaries do we need to respect?
Data, consent and third-party system access must be lawful and available. We do not activate messaging journeys based on assumed consent.