CRM setup & management

A CRM your whole team
actually trusts.

We set up, clean up and run the CRM behind your sales team, so every lead has an owner, every deal has a next step and every report tells the truth.

Start your CRM project
  • 25 CRMs supported
  • New setups and migrations
  • Live in 5–10 working days
25
CRMs we set up and manage
550
Ways to connect a CRM and dialer
5–10
Working days to go live
1
Team from setup to support

What we do

Everything your CRM needs.

From a blank account to a system your team runs the day on.

New CRM setup

Pipelines, fields, users and permissions, built around how you actually sell.

Switching CRMs

Contacts, deals, notes and history moved across cleanly, with nothing lost on the way.

Clean-up

Duplicates merged, dead fields retired and records your team can finally rely on.

Automation

Lead routing, follow-up tasks and reminders that run without anyone chasing them.

Reporting

Dashboards built on numbers your managers and your team agree on.

Ongoing management

New users, changes and fixes handled month to month, so the CRM keeps up with you.

Platforms

Your CRM is on the list.

We work with 25 CRMs and sales tools. Choose yours to see how we set it up and look after it.

All-in-one CRMs

HubSpotSetup & management GoHighLevelSetup & management Zoho CRMSetup & management ActiveCampaignSetup & management FreshsalesSetup & management Bitrix24Setup & management Keap (Infusionsoft)Setup & management

Enterprise CRMs

SalesforceSetup & management Microsoft Dynamics 365Setup & management

Pipeline CRMs

PipedriveSetup & management Monday CRMSetup & management Close CRMSetup & management Copper CRMSetup & management Zendesk SellSetup & management NutshellSetup & management StreakSetup & management InsightlySetup & management

Call recording & insight

GongSetup & management Chorus (ZoomInfo)Setup & management Fireflies.aiSetup & management

Outreach & automation

Apollo.ioSetup & management Instantly.aiSetup & management lemlistSetup & management SmartleadSetup & management Relevance AISetup & management
Person at a desk using a laptop

How we set it up

Built around how you sell.

No two sales teams work the same way, so no two CRMs should be set up the same way. We start with how leads really arrive and how deals really close, then shape the CRM to match.

  • Stages with clear rules, so a deal means the same thing to everyone
  • Every new lead routed to an owner in seconds
  • Tasks and reminders when a deal goes quiet
  • Only the fields people actually need
Start your CRM project

Sound familiar?

When a CRM stops working, it shows.

Leads arrive and nobody knows whose they are.

Routing rules give every new lead an owner in seconds.

The pipeline report changes depending on who you ask.

Clear stages with rules, so the numbers mean one thing.

Half the fields are empty and the other half are wrong.

We retire what nobody uses and require what matters.

Your team keeps a spreadsheet next to the CRM.

We fix whatever made them stop trusting it.

Deals go quiet without anyone noticing.

Automatic tasks and alerts the moment a deal stalls.

You pay for seats and features nobody uses.

We review usage and tidy up what you pay for.

How we work

Simple from day one.

  1. 1

    Review

    We look at how you sell today and what the CRM gets wrong.

  2. 2

    Plan

    A written plan and a fixed quote within 2 working days.

  3. 3

    Build and move

    We set up the CRM, bring your data across and test it with your team.

  4. 4

    Launch and look after

    Your team goes live. We stay on for changes, month to month.

One team

Your CRM, at the centre of everything.

WebsitesEvery form and booking lands in the CRM with an owner.Explore → DialersCalls, outcomes and recordings saved on the right contact.Explore → IntegrationsA one-time setup, with no monthly fee from us.Explore →

Questions, answered.

Which CRMs do you work with?

We work with 25 CRMs and sales tools, including HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, Close, Microsoft Dynamics and monday.com. If yours is not listed, tell us and we will check.

Can you move us from one CRM to another?

Yes. We plan what moves and how it maps, bring contacts, deals, notes and history across, and check the results with your team before the old system is switched off.

We already have a CRM. Do we have to start again?

Rarely. Most CRMs can be cleaned up and reshaped. We will tell you honestly if a fresh start or a different CRM would serve you better.

How long does a CRM setup take?

Most setups go live in 5 to 10 working days. Larger migrations or CRMs shared by several teams take longer, and the written plan will say so up front.

Do you look after the CRM once it is set up?

Yes. Ongoing management covers new users, changes, fixes and reports, month to month. Additional support is available as needed, whenever you request it.

Colleagues looking at the same screen together

Start your CRM project

Let’s get your CRM right.

Tell us which CRM you use, or want to use, and what is getting in the way. Within 2 working days you get a clear plan and a fixed quote, in writing.

  1. 1Share your briefTwo minutes
  2. 2We read itSame working day
  3. 3You get a planScope, dates, fixed price
+91 82857 48750 support@web-repay.com

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