CRM setup: HubSpot, Pipedrive, Zoho
A CRM your team actually uses: pipelines that match how you sell, automation for the routine, email and messengers in one place, and reports that answer real questions.
What we set up
- Pipelines — stages that mirror how your deals really move, with required fields at key stages.
- Lead capture — website forms, email, messengers and ad platforms create contacts and deals automatically.
- Automation — tasks, reminders, follow-up emails and deal routing, so nothing depends on someone's memory.
- Communication in one place — email and messenger conversations attached to the contact.
- Integrations — website, e-commerce, accounting, booking tools, telephony.
- Data migration — contacts and deals from spreadsheets or an old CRM, deduplicated.
- Reports — conversion by stage, revenue by source and rep, overdue tasks.
- Permissions — who sees what, for teams with several departments.
Which CRM
| CRM | Strong at | Consider if |
|---|---|---|
| HubSpot | Marketing and sales together, website forms, email | You run inbound marketing and want one system for both |
| Pipedrive | Simple, visual sales pipeline | You need a clean sales tool fast, with little setup |
| Zoho CRM | Flexibility, wide app ecosystem | You need custom modules or other Zoho apps |
| Bitrix24, Kommo | Tasks, documents, messengers | You also need internal collaboration or messenger-first sales |
We help you choose based on your process, team size and budget — not on which system we prefer. See also HubSpot vs Pipedrive for a small team.
How we work
- Process mapping. How a lead becomes a customer today, who touches it, where it gets lost.
- Written scope. CRM choice, pipelines, integrations, migration, timeline and price — agreed before work starts.
- Setup on your account. Licences stay in your name; we work on your live system without stopping sales.
- Migration and testing. Real data, real scenarios.
- Training. Short role-based sessions and written instructions using your own data.
- Support. Two weeks of adjustments included, then optional ongoing help.
Frequently asked questions
We already have a CRM nobody uses. Start over?
Usually not. We find why the team avoids it — too many fields, wrong stages, no integration — and fix that first. Switching is the last resort.
Who owns the account and data?
You do. Licences, data and integrations are set up on your account from day one.
How long does it take?
A basic setup for a small team takes days; projects with integrations and migration take a few weeks, delivered in stages.
Tell us about your project
Describe what you have now and what you want to achieve. We will review your setup, name the root cause and propose a plan in writing before any work starts.
- Phone+7 (901) 417-04-37
- MessengersTelegram · WhatsApp · MAX
- Emailkkconsulting2024@ya.ru