Business CRM Setup Built With You
No wrestling with CRM configuration on your own. We build it with you in live sessions: pipeline designed, automations set up, tools connected, your team trained, with AI agents doing the heavy lifting. Properly set up, from day one.
Sound Familiar?
You signed up but never set it up
You're paying for a CRM but it's basically a glorified contact list. No pipelines, no automations, no integrations. You imported some contacts and gave up trying to figure out the rest.
Your team won't use it
The CRM is clunky, confusing and adds work instead of removing it. Your team reverts to spreadsheets, sticky notes and their own methods. The data is a mess and you've got no visibility.
Leads fall through the cracks
No automated follow-ups. No reminders for overdue tasks. No visibility on which deals are stuck. You're losing business because your systems don't talk to each other.
A CRM That Actually Works
Pipeline Design
Custom sales pipelines built around how your business actually works. Stages, automations, and notifications designed so deals never get stuck or forgotten.
Workflow Automation
Automated follow-ups, task assignments, status updates, and notifications. When a lead comes in, the right things happen automatically, no manual intervention needed.
Email & SMS Sequences
Welcome sequences, nurture campaigns, booking confirmations and review requests, all set up and ready to send. Personalised communication at scale.
App Integrations
Connect your CRM to Google Workspace, Xero, Stripe, WhatsApp, Outlook and thousands more. Data flows between your tools without anyone touching a spreadsheet.
Lead Capture Forms
Website forms, landing pages and booking widgets that feed directly into your pipeline. Every enquiry tracked, tagged and followed up automatically.
Training & Onboarding
Hands-on training for your entire team. We walk through every feature, every workflow and every automation until everyone is confident. No manuals, real training.
How We Set Up Your CRM
1. Discovery & Strategy
We map your sales process, identify bottlenecks, and design pipelines that match how your business actually works. No cookie-cutter templates, everything tailored to you.
2. Build & Configure
We set up your CRM, build automations, create email templates, configure integrations and import your data. You review and approve everything before it goes live.
3. Train & Launch
Full hands-on training for your team, followed by a supported go-live period. We're on hand to tweak, adjust and answer questions until everything runs smoothly.
Setup Packages
Businesses We've Set Up
CJ Challoner Cleaning
From scattered enquiries to a fully automated pipeline. AI-powered quoting, automated follow-ups, and a CRM that handles leads 24/7 while CJ is out on jobs.
Read case studyActifire
Four systems replaced with one CRM. Compliance tracked automatically, certificate renewals chased before they lapse, and the re-inspection booked without anyone prompting it.
Read case studyCommon Questions
How much does CRM setup cost for a small business?
Setup is done with you in one-off sessions: a £297 +VAT Onboarding Session gets your foundations live, then half-day (£1,800 +VAT) and full build day (£2,950 +VAT) sessions with Bertie ship the rest, with AI agents doing the heavy lifting. Fully done-for-you builds are quoted after a short qualification. A session covers pipeline design, automations, lead capture forms, email sequences and AI chatbots as needed, plus training and 30 days of support.
How long does CRM setup take?
Custom builds are scoped individually based on the work involved. Typical timelines run from 14 to 28 working days. Every build includes full training so your team is confident using the system from day one.
Can you migrate data from our existing CRM?
Yes. We handle data migration from most CRM platforms including HubSpot, Salesforce, Pipedrive, and spreadsheet-based systems. Your contacts, deals, and history come across cleanly.
Do you provide CRM training?
Every setup package includes hands-on training for your team. We walk through every feature, workflow and automation so you're fully confident. Ongoing support is included in all monthly plans.
What CRM platform do you use?
We use GoHighLevel, a powerful all-in-one platform that combines CRM, email marketing, SMS, automation, website builder, booking calendar, and pipeline management. It replaces multiple tools you might be paying for separately.
Ready to Get Your CRM Set Up Properly?
Book a free 30-minute call and we'll map out exactly what your business needs, no obligation, no hard sell.