What CRM setup with IAC includes
- • Pipeline design — stages, exit criteria, and ownership rules that mirror your real sales motion.
- • Lead capture & routing — every form, ad, WhatsApp message, and walk-in flowing into the right pipeline with the right owner, automatically.
- • Automation — follow-up reminders, task creation, stage transitions, and notifications — without manual nudging.
- • Reporting — dashboards that answer the questions you actually ask: where's the bottleneck, who's converting, what's stuck.
- • Team training & rollout — short, focused sessions so adoption sticks past the first week.
Platforms we work with
HubSpot, Zoho CRM, Pipedrive, Salesforce, Notion, Airtable, and custom builds on Supabase or Postgres. We pick the platform that fits your scale, budget, and how technical your team is — not the one we have a partnership with.
When CRM setup makes sense
When leads are tracked in spreadsheets and WhatsApp threads. When you can't answer "how many active deals do we have" without asking three people. When good leads go cold because no one followed up. When the CRM you already bought is sitting empty.
Next step
Tell us where work feels manual today.
A short message is enough. We'll reply with a clear next step — usually within the same working day.