CRM Setup

A CRM your team will actually open.

Most CRMs fail because they're shaped around the software, not the sale. IAC Automations designs CRM pipelines from the outside in — starting with how your team already qualifies, follows up, and closes, then building the simplest system that supports it.

What CRM setup with IAC Automations 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.

CRM setup is one part of the wider business automation services we offer, and it pairs naturally with WhatsApp automation so every conversation lands in the right pipeline. To discuss your setup, get in touch with IAC Automations.

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.

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