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CRM Setup & Management

Get a CRM that actually works for your business. We set up, customise, and manage your customer relationship system so nothing falls through the cracks.

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  • Service08
  • LocationBrighton & Hove
  • Response≤ 1 biz day

What is CRM Setup & Management?

What is CRM Setup & Management?

CRM Setup & Management is the setup, customisation, and ongoing management of a customer relationship system tailored to your business. It helps you track every lead, nurture every customer, and never lose track of a conversation.

A CRM replaces scattered spreadsheets, inbox notes, and memory-based follow-up with a clear pipeline. You can see who enquired, what stage they are in, what needs to happen next, and which marketing activity created the opportunity.

Cloud Hak usually recommends GoHighLevel for small businesses because it combines CRM, calendars, forms, email, SMS, pipelines, and reporting. CRM works especially well with Automation, Chatbots, and Voice Agents.

How it works

A clear process from first call to live system.

You get a practical plan, visible progress, and implementation that is built around how your business actually works.

  1. 01_assess

    Needs assessment

    We review your lead sources, sales process, follow-up rules, team roles, and reporting needs.

    Cloud Hak
  2. 02_setup

    CRM selection and setup

    We recommend the right CRM and configure accounts, fields, users, and permissions.

    Cloud Hak
  3. 03_pipeline

    Pipeline and data configuration

    We build stages, migrate data, create templates, and connect forms or lead sources.

    Cloud Hak
  4. 04_train

    Training and management

    We onboard your team and manage improvements, reporting, and support over time.

    Cloud Hak

What you get

The deliverables are specific, useful, and ready to use.

  • included

    deliverable

    ✓ Fully configured CRM

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

  • included

    deliverable

    ✓ Custom pipelines and stages

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

  • included

    deliverable

    ✓ Automated lead scoring

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

  • included

    deliverable

    ✓ Email and SMS templates

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

  • included

    deliverable

    ✓ Reporting dashboard

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

  • included

    deliverable

    ✓ Team onboarding and ongoing support

    A practical part of the CRM Setup & Management setup, configured for your business instead of left as a generic task.

Who is this for?

This service is best for businesses that need measurable improvement, not more digital clutter.

  • 01 —

    Businesses using spreadsheets to track leads

    Cloud Hak keeps the setup plain-English, practical, and focused on calls, bookings, leads, or saved admin time.

  • 02 —

    Businesses with sales processes that rely on memory

    Cloud Hak keeps the setup plain-English, practical, and focused on calls, bookings, leads, or saved admin time.

  • 03 —

    Growing businesses that need to systematise customer management

    Cloud Hak keeps the setup plain-English, practical, and focused on calls, bookings, leads, or saved admin time.

  • 04 —

    Teams that want cleaner reporting and faster follow-up

    Cloud Hak keeps the setup plain-English, practical, and focused on calls, bookings, leads, or saved admin time.

FAQ

Common questions about CRM Setup & Management

What CRM do you recommend?

We recommend GoHighLevel for most small businesses because it replaces multiple tools. It combines CRM, calendars, forms, email, SMS, automations, pipelines, and reporting in one system.

Do you migrate data from my old system?

Yes, we handle data migration from spreadsheets or an existing CRM. We clean and structure the data where possible so the new system starts in a usable state.

Will my team need training?

Yes, team training is included because a CRM only works when people use it consistently. We show your team how to manage leads, update stages, use templates, and read reports.

Can the CRM automate follow-ups?

Yes, the CRM can automate emails, SMS messages, task reminders, and lead routing. We design follow-ups so they feel useful and timely, not robotic.

How much does CRM setup cost?

CRM setup starts from £1,000 plus £100/month for management. Final cost depends on data migration, pipeline complexity, integrations, and the level of ongoing support.

Do I need a CRM if I am a solo business?

If you have more than 10 leads a month, a CRM is usually worth it. It pays for itself by saving time, improving follow-up, and helping you win deals that would otherwise be forgotten.

Related services

Useful services to connect with CRM Setup & Management

  • 07 —

    Automation

    Connect your tools so leads stop falling through the cracks. Forms, calendars, CRM, and ads all talking to each other.

    • Zapier
    • GHL
    • Workflows
  • 02 —

    AI Chatbots

    A 24/7 assistant on your website that answers questions, qualifies leads, and books appointments while you sleep.

    • Website chat
    • WhatsApp
    • Custom trained
  • 03 —

    AI Voice Agents

    Never miss a call again. AI answers, qualifies, and routes callers to the right place.

    • Inbound
    • Outbound
    • CRM-routed

Ready to get started?

Tell us what you need and we will send a clear next step.