Too much[01]
Every field switched on
Forty fields per contact and twelve stages. The team gives up after a week.
CRM · HubSpot · Pipedrive · Zoho
CRM setup
CRM setup
services
CRM setup services for owners who bought a CRM licence, opened it once and went back to email. I configure HubSpot, Pipedrive or Zoho around your sales process, import your contacts, connect your website and ad leads and train the team, for a fixed $3,400.
Free: a 30-minute call, an action plan and a price range in writing.
Why CRMs get abandonedThe CRM isn't the problem.
The CRM isn't the problem.
The setup is.
Empty[02]
Leads still arrive by email
Forms and ad leads aren't connected, so someone has to type everything in. Nobody does.
Untrained[03]
Nobody showed the team
Staff don't know what to do with a new lead, so the CRM becomes the owner's private list.
How it works
The enquiry handles
The enquiry handles
itself, you just call
The form, the message to the client and the CRM task connect into one flow, with no retyping by hand.
- Automatic reply
- Task with a deadline
- Stage visible in the CRM
ProcessCRM setup
CRM setup
in about 15 days
01
Brief and choice
Your process, team size and budget, and a clear recommendation: HubSpot, Pipedrive or Zoho.
02
Pipeline and fields
Stages, required fields, owners and reminders, agreed on one page before I configure anything.
03
Import
Contacts and open deals from spreadsheets, old tools or email, cleaned and de-duplicated.
04
Lead capture
Website forms, Google and Meta lead forms, email and calendar connected so leads arrive on their own.
05
Training
A live session for the team, recorded, plus a one-page cheat sheet for daily use.
Price
CRM setup
CRM setup
pricing
Final prices in Canadian dollars, paid in stages. The CRM vendor's licence is billed to you directly.
■ CRM setup[01]
$3,400 CAD
HubSpot, Pipedrive or Zoho, set up and connected.
- Pipeline, fields, users and permissions
- Data import and clean-up
- Website and ad lead integration
- Email and calendar sync
- Training and launch support
Leads under control[02]
$5,900 CAD
CRM setup plus a chatbot that collects leads into it.
- Everything in CRM setup
- Chatbot on your site or messenger
Consultation[03]
$70 CAD/h
Already set up? I'll review your CRM and suggest fixes.
- Shared-screen review
- Written list of changes
ProofWhere my CRM
Where my CRM
work is running
Boreal Kitchens & CabinetryEdmonton · custom kitchens
CRM as part of a full system with the website, ads, bots and SEO, so enquiries from every channel are tracked in one place.
See the case study →Magik Cleaning GroupWarsaw · commercial cleaning
20 + recurring contracts / month
CRM connected to ads, bots and the website. Most new contracts come from offices.
See the case study →What CRM setup services cover
CRM setup services turn a blank subscription into a tool your team opens every morning. HubSpot, Pipedrive and Zoho are all capable systems, but out of the box they're generic. They don't know your stages, your quote process, your lead sources or who on your team handles what. Without that configuration, the CRM becomes a fancy contact list, and enquiries keep living in inboxes.
For a fixed $3,400 in Canadian dollars, I configure the CRM end to end: pipeline, fields, users, permissions, import, lead capture, email and calendar sync, and training. It's one of the two routes I offer for a CRM for small business; the other is a custom CRM built from scratch.
Choosing the platform
All three platforms handle the basics: contacts, deals, tasks, reminders, email logging and mobile apps. The differences show up in how you work.
| Pipedrive | HubSpot | Zoho CRM | |
|---|---|---|---|
| Feels like | A visual sales board | A marketing and sales suite | A flexible toolbox |
| Often best for | Small teams chasing quotes | Businesses where email and website leads drive sales | Teams on a tight budget who want customization |
| Learning curve | Gentle | Gentle at first, grows with features | Steeper |
| Watch out for | Add-ons for some features | Costs rise in higher tiers | Setup takes more care |
Pricing and plans change regularly, so I check current terms with you rather than quoting them here. The licence is always billed to your account.
A setup that people actually use
The biggest risk with any CRM is that nobody uses it. I design for adoption first:
- Few stages. Usually five to seven, named in your words: New enquiry, Contacted, Site visit, Quote sent, Won, Lost.
- Few required fields. Only what you need to quote and follow up. Everything else is optional.
- Leads arrive by themselves. Website forms, lead generation ads on Facebook and Instagram, Google lead forms and email are connected so nobody types leads in by hand.
- Reminders do the nagging. A task appears when a quote has waited too long or a new lead hasn't been contacted within the hour.
- One-page cheat sheet. What to do with a new lead, how to move a deal, how to log a call.
Speed to lead
One of the quickest wins from a CRM is faster replies. People who fill in a form often contact several businesses at once, and the first to reply has an advantage. With leads landing in the CRM and notifications going to the right phone, the reply can happen in minutes rather than the next day. My article on lead response time explains why that matters so much.
Data import and privacy
I import your contacts and open deals from spreadsheets, old CRMs or email, merging duplicates and mapping fields. It's also a good moment to leave out data you don't need any more, which is easier than deleting it later and fits the principle behind PIPEDA. Most CRM vendors store data outside Canada; that should be mentioned in your privacy policy, and in Quebec it calls for a short assessment under Law 25. I'll point out what to check. Permissions get the same attention: a part-time assistant rarely needs to export the whole customer list.
Timeline and what happens after
A standard setup usually takes about 15 days, with the deadline written into the agreement. Payment is in stages, and three rounds of revisions are included. After launch, many clients run the CRM on their own; others keep me for monthly improvements and reports, with no minimum term. To get a fixed quote, send the CRM brief or book a free consultation.
Related
More on CRM
FAQ
CRM setup
CRM setup
questions
HubSpot, Pipedrive or Zoho: which should I choose?
Pipedrive is often the easiest for small sales teams focused on deals and follow-ups. HubSpot is a good fit when marketing, email and the website matter as much as sales, and its free tier is a gentle start. Zoho CRM is flexible and usually cheaper per user, with a steeper learning curve. I recommend one after hearing how you sell.
Does the $3,400 include the CRM licence?
No. The $3,400 is my fee for setup, import, integrations and training. The licence is billed by HubSpot, Pipedrive or Zoho directly to you, on an account in your name. Some businesses start on a free or entry plan and upgrade later, and I set things up so that upgrade doesn't mean redoing the work.
I already have a CRM. Can you fix it instead?
Yes. Often the fastest win is a clean-up: fewer stages, fewer required fields, proper lead capture and a training session. I start with a paid review at $70 an hour, list what to change, and quote the rework if it's bigger than a few hours. Sometimes it really is better to start fresh.
Will leads from Facebook and Google land in the CRM?
Yes. Lead form submissions from Meta and Google can flow into the CRM automatically, along with website forms and, if you want, chat conversations. Each lead carries its source, so you can later see which campaign brought paying customers rather than just clicks.
How much of my team's time does setup take?
An hour or two for the brief, a review of the pipeline design, and a training session of about an hour. Someone needs to send me exports and logins and answer questions within a business day or so. The rest is my work.
Let's set it up
so the team keeps it
Fill in the CRM brief or book a free 30-minute call. You'll get a fixed quote and a deadline in writing.