Salomon Web Services Salomon Web Services
CRM Setup & Automation

Your CRM should work
for you, not against you.

Most CRMs are set up once, used badly, and quietly abandoned. We configure, integrate, and automate your CRM so your team actually uses it — and your pipeline tells the truth.

What we do

Everything from setup
to full automation.

CRM Setup & Configuration

We design your pipeline stages, custom fields, and deal logic around your actual sales process — not the CRM's default template.

Automation Rules

Auto-assign leads, trigger follow-up tasks, send emails when deals change stage, and alert reps when contacts go cold — without manual intervention.

Tech Stack Integration

Connect your CRM to your website forms, email, calendar, WhatsApp, accounting software, and any other tool in your stack.

Email Sequences

Build and automate lead nurture and sales follow-up sequences that run on a schedule — so no lead goes cold from lack of attention.

Reporting & Dashboards

Custom dashboards that answer your actual business questions — close rate by source, pipeline velocity, rep performance, and more.

Team Training

We train your team on the configured system and create documentation so adoption sticks beyond the first week.

Platforms

We work with the CRMs
your team already uses.

HubSpot

Sales Hub, Marketing Hub, and Service Hub — configuration, workflows, sequences, and reporting.

Pipedrive

Pipeline design, automations, LeadBooster, and integrations with your full stack.

Zoho CRM

Full Zoho One setup including CRM, Campaigns, and Desk for multi-channel businesses.

Custom CRM

If off-the-shelf doesn't fit your model, we build lightweight custom CRM systems tailored to your workflow.

How we do it

Configured and live in
2–3 weeks.

01 — Audit

Map your sales process

We interview your team, document your actual pipeline, and identify the gaps between what the CRM does now and what it should do.

02 — Design

Configure the system

Pipeline stages, custom fields, automation rules, and integrations — all built around your specific business logic.

03 — Migrate

Import clean data

We clean and import your existing contacts and deals — no duplicate records, no missing fields.

04 — Train

Onboard your team

Live training session + documentation so your team knows the system and actually uses it from day one.

Stop losing deals to
a broken pipeline.

Tell us about your project and we'll send you a free quote — no commitment required.