Sales Desk
CRM Setup & Sales Automation
CRM setup with clear pipelines, lead routing and automated follow-ups, configured around how your team actually sells.
A CRM should be the one place where your team sees every lead, deal and customer conversation. In many businesses it ends up as an expensive address book: half the team uses it, the other half keeps notes in spreadsheets, and nobody trusts the pipeline report. We set up or rebuild your CRM so it matches the way you really sell, and so the people using it every day find it easier than the alternatives.
This service also covers sales automation and pipeline management. We design deal stages with clear entry and exit rules, route new leads to the right person automatically, and build follow-up sequences, task reminders and notifications so opportunities do not stall because someone forgot to call back.
We work remotely with HubSpot, Pipedrive, Zoho CRM, Salesforce and other common platforms, and connect them to your website forms, email, calendar and phone tools. After launch we train your team, document how things work and stay available for adjustments as your process changes.
In short
What does CRM setup include?
CRM setup includes configuring a customer relationship management system around how a team sells: custom fields, pipelines with clear deal stages, lead capture from forms and email, automatic lead routing, follow-up sequences, and task reminders. TechPit Solutions works with HubSpot, Pipedrive, Zoho CRM, and Salesforce, imports and cleans existing data, trains the team, and documents how everything works.
- Best for sales teams tracking deals in spreadsheets or inboxes, and businesses whose existing CRM was never finished or adopted.
- Configured remotely after a free consultation: we map your sales process, agree on the design, then build, import data, test, and train.
Who this is for
- Sales teams that track deals in spreadsheets, inboxes or sticky notes and want one shared system
- Businesses that bought a CRM but never finished setting it up, or whose team stopped using it
- Companies with leads coming from several sources that need fair, automatic assignment to reps
- Owners who want a pipeline report they can trust without chasing people for updates
- Teams moving from one CRM to another and needing their data migrated cleanly
Problems we fix
- Leads arrive by form, email and phone but nobody is clearly responsible for following up
- Deal stages mean different things to different reps, so the pipeline forecast is unreliable
- Follow-ups depend on memory, and promising prospects go quiet without anyone noticing
- Customer history is scattered across personal inboxes, which causes problems when staff leave
- Reps spend time on manual data entry that the CRM could handle automatically
What's included
What our CRM Setup service includes
CRM configuration
Custom fields, properties, user roles and permissions set up around your products, services and sales process, with unnecessary clutter removed.
Pipeline and deal stage design
One or more pipelines with clearly defined stages, required fields at key steps and probability settings that make forecasts meaningful.
Lead capture and routing
Website forms, inbound email and other sources connected to the CRM, with rules that assign each new lead by territory, product, round-robin or workload.
Automated follow-ups and tasks
Email sequences, task reminders and internal alerts triggered by stage changes, inactivity or form submissions, written in your voice and easy to edit.
Data import and cleanup
Contacts, companies and deals imported from spreadsheets or a previous CRM, with duplicates merged and fields mapped so history is preserved.
Training and documentation
Live training sessions for your team plus a short written guide covering daily use, pipeline rules and how to request changes.
Benefits
Why it's worth doing properly
Fewer leads slip through
Every new enquiry is assigned to a named person with a follow-up task, so it is clear who owns the next step and when it is due.
A pipeline you can trust
Consistent stage definitions and required fields make pipeline reports reflect reality, which helps with forecasting and planning.
Less admin for reps
Automatic logging, templates and task creation cut down on repetitive data entry, leaving more time for conversations with prospects.
Customer history stays with the business
Emails, calls and notes are stored in the CRM rather than personal inboxes, so handovers are smooth when people change roles or leave.
Process
How the work runs
- STEP 01
Assess your sales process
We map how leads arrive, who handles them, the steps to close a deal and where things currently fall through, and review any CRM data you already have.
- STEP 02
Design the pipeline and automations
We propose pipeline stages, fields, routing rules and follow-up sequences, then refine them with you before anything is built.
- STEP 03
Implement and train
We configure the CRM, import and clean your data, connect forms, email and calendars, test every automation and train your team.
- STEP 04
Monitor and refine
After launch we watch adoption and data quality, fix friction points, adjust routing and sequences, and add reports as your needs grow.
Tools we commonly work with
- HubSpot
- Pipedrive
- Zoho CRM
- Salesforce
- GoHighLevel
- Zapier
- Make
- Calendly
- Gmail
- Microsoft Outlook
FAQ
CRM Setup: common questions
Which CRM should we use?
It depends on your team size, sales process, budget and the other tools you rely on. HubSpot suits teams that want marketing and sales in one place, Pipedrive is simple and pipeline-focused, Zoho CRM offers broad features for the cost, and Salesforce fits complex processes. We compare options against your actual requirements and recommend one, rather than pushing a particular platform.
Can you fix a CRM we already have?
Yes. Many projects start with an existing CRM that was set up quickly and never refined. We review your current fields, pipelines, automations and data quality, keep what works and rebuild what does not. Often that means simplifying stages, removing unused fields, merging duplicates and adding the routing and follow-up automation that was missing in the first place.
How does automatic lead routing work?
When a lead arrives from a form, email or integration, the CRM checks rules we define together, such as location, product interest, deal size or which rep is next in rotation. It then assigns the lead, creates a follow-up task and notifies the owner. If the lead is not touched within a set time, it can be escalated or reassigned so nothing sits untouched.
Will the automated follow-ups sound robotic?
Not if they are written well. We draft sequences in plain, conversational language that matches how your team already writes, and we keep them short. Many sequences mix automated emails with task reminders for a personal call or message at the right moment. You review and approve all wording before anything is sent, and you can edit templates yourself later.
How much does CRM setup cost?
Cost depends on the platform, how many pipelines and users you have, the number of lead sources and integrations, how much data needs migrating and how many automations you want. A single pipeline with a few forms is a much smaller job than a multi-team rollout with complex routing. Book a free consultation and we will scope your requirements and provide a clear quote.
What happens after the CRM goes live?
We stay involved. In the weeks after launch we check whether people are using the system as intended, fix any confusing steps and adjust automations based on real activity. Ongoing support is available for new fields, reports, users or workflows. Every request is logged, tracked and owned by a named person, and support hours and response times are set out in your service agreement.
Available worldwide
Delivered remotely to businesses in any country, on your own accounts. Quoted after a free consultation. More about Sales Desk.
Learn more about CRM Setup
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Talk to us about CRM Setup
A free 15-minute call to understand what's slipping through the cracks. You'll leave with the department that fixes it first and a written plan, whether or not you work with us.