CRM Implementation and Sales Systems

Create a reliable system for managing enquiries, sales opportunities, customers and follow-up.

Discuss Your Project

Problems solved

Sound familiar?

Leads are spread across email, spreadsheets and phones
Sales staff forget to follow up
Management cannot identify conversion bottlenecks
Duplicate or incomplete customer records create errors
Quotes are created inconsistently
No one knows the next action on an opportunity

Who this suits: Businesses with an active sales or enquiry flow that have outgrown spreadsheets and shared inboxes.

Capabilities

Built around your operations.

HubSpot CRM setup and configuration
CRM pipeline and lifecycle design
Contact, company and deal architecture
Custom properties, associations and validation
Website enquiry integrations
Lead qualification and routing
Automated follow-ups and task creation
Sales dashboards and forecasting
Data cleansing and migration
Customer service and ticketing workflows
CRM integrations with accounting, scheduling and business software
Reporting, permissions and operational governance

Example use cases

Every website enquiry lands in the CRM, qualified and assigned with a follow-up task
A single pipeline view shows every opportunity, its next action and its value
Customer records are deduplicated, migrated and kept in sync with accounting

Expected deliverables

A configured CRM with defined pipelines and lifecycle stages
Documented workflows and required integrations
Reporting and dashboards
Team handover and training

Discovery questions

What we'll ask first.

Where do enquiries and customer details live today?
How does a lead become a customer in your business?
Who needs access, and what should management be able to see?
Which other systems must the CRM connect to?

We do not assume every client needs HubSpot. We recommend the appropriate system based on your requirements, existing infrastructure and total cost. SCTV implements the underlying systems; digital workers from RAHU are a separate engagement.

Indicative offering

CRM Launch

CRM configuration
Sales pipeline and lifecycle stages
Lead capture and routing
Basic automation
Reporting and team handover

Fixed-price implementation after discovery, with optional ongoing support.

Request a fixed-price quote

Clear scope. Agreed outcomes.

Before work begins, we agree deliverables, exclusions, acceptance criteria and payment milestones. Requirements beyond these indicative packages are quoted separately. Ongoing support and maintenance can be scoped alongside delivery.