CRM Setup – Stay Organized and Keep Clients Happy

Tired of losing track of leads or forgetting follow-ups? This service sets you up with a CRM (Customer Relationship Management) system that makes it easy to manage contacts, track sales, and automate tasks.

What’s Included:
- Set up your CRM (like HubSpot or Zoho)
- Organize your contacts into clear groups
- Build simple automated workflows (like welcome emails or follow-up reminders)
- Connect your website forms to your CRM
- Set up easy-to-read dashboards
- Provide a quick training and step-by-step guide so you can keep using it

Best For:
Service providers, consultants, and small teams that want to stay on top of client communication.

Why It Matters:
- You’ll save time and stay organized
- No more missed messages or follow-ups
- Your team can work better with clear processes