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CRM

CRM Implementation

Full setup configured for how your team actually works — with clean data from day one. Live in 6–8 weeks.

6–8 Weeks
Avg. Go-Live
100%
Data Integrity
4
Platforms Supported

Why Us

Why CRM Mates

🎯

Built Around You

Configured for your exact sales process — not a generic template you have to work around.

🧹

Clean From Day One

Your data is structured, deduped, and validated before a single record is imported.

🏅

Certified Experts

Certified architects with hands-on delivery experience across Salesforce, HubSpot, Zoho, and Pipedrive.

Process

How It Works

1

Discovery

We map your sales process, data landscape, and integration requirements.

2

Architecture Design

Custom CRM architecture designed around your team's actual workflow.

3

Build & Configure

Pipelines, workflows, automations, and fields configured to spec.

4

Test & Train

UAT with your team and training sessions before go-live.

5

Go-Live & Support

Smooth launch with 30-day post-go-live support included.

Deliverables

What You Get

CRM fully configured & live
Data cleaned & imported
Automated workflows active
User training sessions
30-day post-launch support
Custom reporting dashboards

Platform Specialists

Choose Your Platform

Each platform has its own deployment approach. We specialise in all four.

Quick Enquiry

Interested? Let's talk.

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CRM Implementation

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Get Started

Ready to get started?

Book a free 30-minute discovery call with our specialists to discuss your project and get a custom roadmap.