CRM Setup, Automations & AI for Small Business
Unlock time, streamline operations, and deliver better customer experiences with a fully tailored CRM setup. We specialize in CRM configuration, automation building, AI integration, advanced workflows, and systems that scale with you.
Whether you want to organize leads, automate follow-ups, manage sales pipelines, or integrate AI into your processes, our team will build a system that works for your business.
Custom CRM Setup & Automation Services
A CRM is more than a database — it’s the engine that runs your entire business.
We help you implement a CRM that organizes your leads, automates repetitive tasks, and gives you control over your customer journey.
Businesses that implement automations correctly save dozens of hours per month and increase conversions by making sure no lead is left behind.
We can optimize, clean, restructure, or migrate your current setup.
You'll Love It!
Listen to our clients; they are the best proof of our quality work.
How Do We Set-up Your CRM & Automations?
We help you choose the CRM that suits your needs.
( Go-HighLevel, HubSpot or others)
01. Information Gathering & Mapping
We start by understanding your business model, your current process, and the gaps that keep you from scaling.
Through a strategic call and a detailed questionnaire, we identify:
Lead sources
Existing workflows
Sales process
Customer journey
Follow-up systems
KPIs you must track
This allows us to design the ideal automation architecture for your business.
02. CRM Setup & Custom Configuration
Based on the information gathered, we configure your CRM and customize everything to fit your needs:
Pipelines
Custom fields
Tags & segmentations
Lead scoring
Task management
Team roles & permissions
Integrations with email, WhatsApp, forms, payments, websites, and more
Your CRM will be clean, easy to use, and optimized for your daily operations.
03. Automations, AI & Delivery
We build and activate automations such as:
Automatic follow-ups
Lead nurturing
Appointment scheduling
Auto-assign tasks
Pipeline movements
Email & SMS flows
WhatsApp reminders
AI chatbots and AI assistants
Integration with payment systems
Notifications & reporting
We test everything, optimize it, and deliver a fully functional system ready to scale.
You also receive training videos so you can manage and update the CRM yourself.
Go-HighLevel or HubSpot CRM Setup Plans
Choose the plan that matches your needs. If you have questions, write to us on WhatsApp.
Basic CRM
Setup
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CRM installation & full configuration
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1 pipeline setup
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Up to 5 custom automations
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Basic AI chatbot
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Form & calendar integration
Pro CRM +
Automations
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Everything in Basic
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3 pipelines
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Up to 15 automations
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Email, WhatsApp & SMS workflows
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Integrations with website + payment links
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Dashboard & KPI setup
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Team roles & permissions
Elite CRM +
Automations & AI
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Everything in Pro
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Unlimited automations
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Smart AI chatbot + AI assistant
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Store with up to 30 products
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Lead scoring
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Zapier/Make integrations
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Full reporting dashboard
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A/B testing
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2 training sessions
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Delivered in 30 days
Your CRM Should Empower Your Business
Here are examples of systems and automations our team can build:
Lead nurturing automations
Appointment confirmation flows
Abandoned cart sequences
Internal tasks for your team
WhatsApp follow-ups
AI chatbots for websites
Automatic reminders
Sales pipeline automations
We Set-up CRM Systems that Grow with Your Business
No matter where you are
No matter where you are, we can set-up your Go-HighLevel or HubSpot CRM.
.
In the USA
In Panama
In Ecuador
Go-HighLevel or HubSpot Setup for your Business in the USA
Do you need a CRM that saves you time and helps your business scale?
We don’t just install software — we build systems that work.
CRM Setup | Automations | AI Chatbots | SMS & WhatsApp | Lead Management | System Integrations | Custom Pipelines | Dashboards | Training | Scalability
Still not sure? Write to me and tell me what you need. I will reply.