Stop Losing Leads in Your Inbox.
We implement simple, effective CRM systems so you know exactly where every lead is, who needs a follow-up, and what quotes are outstanding.
What Is It?
CRM Setup for small businesses that want things sorted properly
A CRM (Customer Relationship Management) system is the beating heart of a modern business, but only if it's set up correctly. We don't just hand you software; we architect your CRM to perfectly mirror your unique sales process. From tracking leads to managing the pipeline and closing deals, we ensure your team has a centralized, intuitive system that stops prospects from falling through the cracks.
If you are unsure where this fits, start with the full service structure or tell us what needs sorting.
Ask About This Service
Practical support built to help small businesses get results without extra hassle.
Who This Is For
- Businesses tracking leads in spreadsheets
- Owners losing track of follow-ups
Why Do You Need This?
Why businesses ask us for crm setup
Zero Dropped Leads
Every enquiry is captured, tracked, and followed up automatically.
Complete Visibility
See exactly what stage every deal is at and what revenue is pending.
Team Alignment
Your entire team works from the same playbook and the same data.
What You Get
What is included in crm setup
CRM Selection
Pipeline Setup
Website Integration
Email Connection
Staff Training
How It Works
How we handle crm setup
We keep the process practical, clear, and easy to follow so you know what is happening, what comes next, and where the work is heading.
No bloated process and no vague handover. Just clear steps that move the job forward.
Map
We map out how you currently handle enquiries.
Build
We set up the CRM to match your workflow.
Train
We show you how to use it without the headache.
What clients say
Real Results from Real Businesses
"Before GOWI, we tracked our £5k+ deals on sticky notes and whiteboards. Now, everything is automated. We know exactly who to call and when. Best investment we've ever made."
£45k Additional Revenue Tracked
Tom Richards
TR Construction
Construction
CRM Setup pricing
Advanced CRM Setup
- Multiple pipelines
- Automated follow-ups
- Quote integration
- Team training
Custom CRM Build
- End-to-end custom build
- Complex automation rules
- API connections
- Full team onboarding
Management Plans
Common Questions
Many good CRMs have free tiers that are perfect for small businesses. We'll recommend the right one.
We provide comprehensive training and set the system up to be as intuitive as possible.
Yes, we integrate it directly with your existing contact forms, whether you use WordPress, Wix, or a custom site.
We securely migrate all your historical customer and lead data into the new CRM for you.
Need help with crm setup?
Tell us what is going on and we will point you to the right next step.
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