CRM Setup & Automation
We set up a CRM (one place where all your customer details and deals live) and automate the reminders, so no lead is forgotten.
- Contact & pipeline setup
- Lead routing & reminders
- Reporting & team training
Is this for you?
Teams that get the most out of CRM Setup & Automation.
Sales teams tracking leads in spreadsheets or notebooks
Real-estate and education businesses with many enquiries
Owners who can't see which deals are close to closing
Before and after
Leads are spread across phones, chats and spreadsheets.
- Leads scattered across phones and sheets
- Follow-ups forgotten
- No view of the sales pipeline
- Every lead in one place
- Automatic reminders for the next step
- A clear view of deals and results
See every deal and who owns it.
Leads come in from your website and WhatsApp, get assigned, and nobody forgets a follow-up.
Built around your stages
CRM configuration around your contacts, deal stages, and team responsibilities.
Rules, reminders, imports
Lead imports, assignment rules, reminders, and agreed tool integrations.
Reports your team uses
Useful reports, data migration checks, and training for your sales team.
What you get
Keep contacts, conversations, and next steps together so your team knows who to follow up with and when.
- A CRM set up around your sales stages
- Import of your existing contacts
- Leads from website forms and WhatsApp flowing in
- Assignment rules and follow-up reminders
- Simple sales reports
- Training for your team
How it works
Short call, clear plan, then weekly progress you can see.
- 01 // Step
We map how you sell
Your stages, from first enquiry to paid, and who handles each step.
- 02 // Step
We set up the CRM
Contacts, deal stages and fields that match your business, not a template.
- 03 // Step
We bring in your leads
Existing contacts are imported and new ones arrive from your website and WhatsApp.
- 04 // Step
We automate and train
Reminders, assignments and simple reports, plus training for your team.
Common questions
Which CRM should we use?
It depends on your team size, budget and how you sell. We compare options with you, including ones you may already pay for.
Can you move our data from spreadsheets?
Yes. We clean and import your existing contacts and deals, and check them with you.
Will my team actually use it?
We keep it simple, match it to how they already work, and train them. That's what makes people use it.
How much does it cost and how long does it take?
It depends on what you need. After a free consultation you get a written plan, timeline and quote.
Related services
Services that plug into this one.
- Lead Generation SystemsConnect campaigns, landing pages, and follow-ups so interested prospects reach the right person on your team.
- WhatsApp AutomationConnect customer enquiries, order messages, and follow-ups through your official WhatsApp business channel.
- AI Sales & Lead AgentReply to every new enquiry in seconds, ask the right questions, and pass ready-to-buy customers to your sales team.
Want to know if CRM Setup & Automation is right for your business?
Book a 30-minute call with our team in Lahore. We listen first, then send you a written plan, timeline and quote.