Comprehensive service for the implementation and launch of a professional CRM aimed at optimizing commercial management, centralizing customer information, and improving the efficiency of the sales team.
This service includes:
- Initial analysis of the commercial process and business needs.
- Complete setup of the selected CRM (Odoo, Zoho, or HubSpot).
- Design and parameterization of sales pipelines and commercial stages.
- Creation and configuration of users, roles, and permissions.
- Customization of fields, forms, and views according to the business model.
- Structuring of the database of customers, leads, and opportunities.
- Basic automation setup (lead assignment, status changes, notifications).
- Initial integration with web forms, WhatsApp, or email (depending on the platform).
- Importing existing data (customers, leads, or contacts).
- Functional validation of the system and operational testing.
- Basic training for the team's use of the CRM.
Result:
A fully operational CRM, organized and tailored to your business process, ready to manage sales, customers, and opportunities professionally, with centralized information, complete traceability, and solid foundations for future automations, dashboards, and system expansion.
Ideal for companies that need:
- Organize your business management.
- Have real control over your sales pipeline.
- Professionalize customer service.
- Scale your operation with reliable digital tools.
Not included (quoted separately):
- Mass data migrations.
- Cleaning, normalization, or deduplication of existing databases.
- Complex integrations with external systems.
- Advanced automations or custom developments.