Infrastructure

CRM Implementation

We build the CRM so commercial information no longer remains scattered across inboxes, phones, files, spreadsheets and individual memory. We define what needs to exist in the CRM, how information is structured, how an opportunity progresses, who owns it and what needs to be known at each stage. Process comes before platform.

HubSpot

Pipedrive

CRM configurationCRM data modelCRM pipeline

EUR 50 / hour

Request a CRM implementation estimate.

Complementary products

CRM Optimization CRM Migration CRM Integration Lead Management Process Automation Internal Dashboards & Reporting

CRM Implementation builds the initial foundation.

CRM Optimization reorganizes an existing CRM.

Lead Management builds the complete lead lifecycle.

01PRODUCT READER

First screen

02PRODUCT READER

What problem does it solve?

The product addresses leads trapped in email or WhatsApp, sales managed in spreadsheets, personal notes, unclear ownership and history, missed follow-up, duplicate contact, inconsistent statuses, pipelines that do not reflect reality, manual reporting and dependence on individual memory.

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What is a CRM?

Customer Relationship Management is the system through which the business may manage prospects, leads, contacts, companies, opportunities and customers together with context, owner, stage, interactions, next step and commercial outcome. It is more than an address book.

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What you receive

Depending on scope: commercial-process analysis; CRM objectives; users and roles; contact/company/lead/opportunity structure; data model; standard/custom fields; naming; pipeline/stages/criteria; ownership; activities/tasks/follow-up; values/probabilities where justified; permissions; views/lists/filters; sources/loss reasons; initial import; reporting data; QA; documentation and handover.

05PRODUCT READER

How we work

Understand business -> understand commercial process -> identify users -> define data model -> fields -> pipeline -> rules/ownership -> configure CRM -> prepare/import data -> configure access -> operational views -> test -> correct -> document -> handover.

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What we need from you

It helps to know what the business sells, customer types, current process, users, important information, lead and opportunity definitions, how sales close, current statuses, reporting requirements, the selected CRM if any, existing data sources, roles and systems the CRM may later need to communicate with. You do not need to design the data model or pipeline in advance.

07PRODUCT READER

What we do not do / What we do not promise

29. What we do not do

CRM Implementation does not mean default setup and done, mechanical spreadsheet copying, every possible field, pipelines with dozens of stages, complex automation/integration/migration/data cleaning/lead management/cross-system reporting/API work included by default, AI enabled for marketing value, password-based access or consultant-dependent configuration.

30. What we do not promise

We do not automatically promise increased sales, more leads, higher close rate, perfect forecasting, 100% adoption, elimination of all bad data or duplicates, full automation, integration with every system or recovery of information that was never collected.

08PRODUCT READER

Frequently asked questions

We can configure a CRM from scratch, help define platform requirements, build pipelines/stages/objects/custom fields, import initial data and configure roles. Full history transfer may be CRM Migration; deep cleanup is CRM Optimization; system connections are CRM Integration; extended workflows are Process Automation; full lead routing/lifecycle is Lead Management. We do not guarantee sales growth. The account remains client-controlled.

09PRODUCT READER

What does the product do?

We configure commercial process -> data model -> objects -> fields -> pipeline -> stages -> ownership -> activities -> use, defining what information exists, where it belongs, who uses it, what a lead/opportunity/customer means and what should be reportable later.

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Process comes before platform

We do not start from HubSpot, Pipedrive, Salesforce, Zoho or another platform. We first assess B2B/B2C model, lead volume, sales cycle, users, pipeline complexity, data, integrations, automations, reporting, cost and the team’s capacity to use the system.

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Choosing the CRM

If the CRM has not been selected, we define requirements and evaluate users, contact volume, pipelines, fields, permissions, automation, integrations, API, reporting, cost, administration and extensibility. We do not choose only by popularity, feature count or price.

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The CRM should not copy existing chaos

If the existing process is disorganized, reproducing it exactly in a CRM does not solve the problem. We may identify redundant stages, unclear statuses, duplicate data, useless or missing fields and unclear responsibilities. The objective is a clear operating structure.

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Data model

The data model defines which objects exist and how they relate: Contact, Company, Lead, Opportunity/Deal, Activity and any other necessary objects. We use only what the process needs; more structure does not automatically mean a better CRM.

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Contacts, companies, leads and opportunities

Contacts hold relevant person data; companies represent organizations where B2B relationships require it; leads need a clear definition and source; opportunities may hold product/service, value, owner, stage, expected close, source, next step and loss reason. We do not force every available object into every business.

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Pipeline and stages

The pipeline represents the real commercial journey. Each stage needs a clear criterion. We avoid unnecessarily long pipelines, nearly identical stages and separate pipelines per salesperson where the process itself is the same.

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Won, Lost and loss reasons

The process needs explicit Won and Lost outcomes. Loss reasons such as price, budget, fit, competitor, timing, no response or postponed project should remain useful for later analysis rather than becoming a long list of overlapping labels.

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Activities and next step

Pipeline stage describes commercial state; activities describe what the team does. Calls, emails, meetings, tasks, demos and follow-ups should show what happened and what comes next. An opportunity without a next step can remain stuck indefinitely.

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Ownership, users and permissions

We clarify ownership for contacts, leads, opportunities and tasks and configure relevant administrators, management, sales, customer service, marketing or other users. Each user receives the access required by the role, not maximum access by default.

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Fields, values and naming

Fields need a clear purpose. We avoid excessive mandatory fields and prefer controlled values where information must be analysed later. Naming should remain clear, stable and manageable.

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Lead source and source of truth

Lead-source taxonomy should remain coherent with marketing and tracking. Tracking may say form submitted; CRM may say qualified; the commercial process may say sale won. CRM can become the source of truth for lead status, qualification, opportunity stage and sales outcome.

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Initial import and existing data

Implementation may include a reasonable CSV/Excel import with source review, column mapping, target preparation, import and validation. We do not import every column mechanically; we determine what should be preserved, mapped or ignored.

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CRM Implementation vs CRM Migration and CRM Optimization

CRM Implementation builds the target system and may include a simple initial import. CRM Migration transfers complex data, relationships and history between CRM systems. CRM Optimization reorganizes an existing CRM.

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Duplicates and data quality

Initial data may contain duplicates, inconsistent values, empty fields, outdated information or inconsistent formats. We perform the preparation required by the agreed import. We do not promise zero duplicates and do not invent missing information.

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B2B vs B2C

B2B may require company records, multiple contacts, opportunities, values, meetings and a longer sales cycle. B2C may involve higher volume, shorter cycles, transactions, support or ecommerce. We do not apply one model automatically to both.

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Value, probabilities and forecasting

Where relevant, opportunities may contain value, currency, expected close and probability to support pipeline value, prioritization and forecasts. We do not invent values or treat arbitrary percentages as reliable predictions.

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Views, filters and native reporting

We may configure operational views such as my opportunities, new leads, follow-up today, opportunities without activity, stage views and lost opportunities, plus baseline native reporting for pipeline, status, owner, activity and outcomes. Cross-system reporting is separate.

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Lead quality and Lead Management

CRM can help distinguish technical lead -> relevant lead -> qualified lead -> customer. Implementation may create the fields and statuses required. The complete capture, routing, qualification, lifecycle and sales-handoff process belongs to Lead Management when it becomes a major project.

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CRM, website and integrations

The website may generate forms, enquiries or appointments. CRM Implementation prepares the structure where those data should arrive. Technical connections to the website, ERP, invoicing, ecommerce, email or other systems belong to CRM Integration or API integration where they require separate scope.

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Automation and AI

Simple rules needed by the baseline CRM setup may be included. Extended approvals, notifications, multi-system workflows, marketing automation and operational automation are separate. AI features are evaluated by usefulness rather than label; complex AI automation belongs to its dedicated product.

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CRM adoption

A sophisticated CRM creates little value if the team does not use it. Configuration should minimize unnecessary steps and fields, keep stages clear and make updates practical. More configuration is not automatically better, and the final system should not create artificial consultant dependency.

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Documentation, ownership and access

Documentation may cover structure, objects, fields, values, pipeline, stages, rules, roles, permissions, sources, loss reasons, naming, import and dependencies. The business controls the account and data; Unified Systems works through users, roles and permissions rather than personal passwords.

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QA and process testing

Before handover we validate users, roles, permissions, contacts, companies, leads, opportunities, fields, values, pipeline, stages, ownership, views, imports, activities, statuses and loss reasons as relevant. We test a real path such as New lead -> owner -> qualification -> opportunity -> proposal -> Won/Lost.

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Price, individual product and timeframe

EUR 50 / hour. Cost varies by platform, process, users, objects, fields, pipelines, permissions, data, import, reporting, baseline automation, QA, documentation and preparation for later integrations. The component can be standalone or part of a broader System. Duration depends on configuration complexity.

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Support intents

CRM configuration

CRM data model

CRM pipeline

CRM Implementation

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