CRM Setup & Migration
One place every lead and client lives
Nothing falls through a gap again.
If your contacts live in a spreadsheet, an inbox and your head, you are losing money you cannot even see. The lead that never got followed up does not show up in any report.
We set up the Engine as your CRM, migrate what you already have, and wire your pipelines so every enquiry lands somewhere with an owner and a next step.
Five to ten hours of setup and migration is included with your plan. Genuinely complex builds are quoted before anything is charged.
What you get
- Every contact in one system your team actually uses
- Pipelines that show where deals really are
- History you can search instead of remember
- Clean data to automate on top of
One place every lead and client lives
Stop losing money to the follow-up nobody remembered.
This runs on the EngineSee the CRM itself, what it replaces and what it costsSetup and migration
We bring your contacts across from wherever they are now, including the spreadsheet.
Pipelines with an owner
Every deal sits at a stage with a person responsible and a next step, visible to everyone.
Searchable history
Every call, text and email against the contact, so nobody has to remember what was said.
Clean data to build on
Automation is only as good as the data underneath it, so we sort that out first.
Our 3-step approach to CRM Setup & Migration
Here is exactly what to expect. We walk it with you rather than handing it over.
- 1
Look at what you have
We go through where your contacts actually live today, including the places nobody admits to.
- 2
Set it up and move it across
We build your pipelines, migrate the data, and check it landed rather than assuming it did.
- 3
Get your team using it
A CRM nobody opens is worse than none. We train the people who have to live in it every day.
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Often paired with
Stop losing leads
Every lead in one place, by the end of the month.
If your contacts live in a spreadsheet, an inbox and your head, you are losing money you cannot even see, because the lead nobody followed up never appears in any report. Moving it all into one system is the single change that pays for itself fastest, and it is the first thing we do for new clients.
- Your data moved across for you, included in your plan
- Most migrations are done inside the first fortnight
- It stays yours. Leave whenever and take it with you
Thirty minutes, free, and you will speak to Basim rather than a salesperson. If we are not the right fit we will say so and point you somewhere better. Not ready for a calendar? Leave us a sentence instead and we will ring you.