CRM Setup Built Around Your Sales Process
Most small businesses don’t have a lead problem — they have a follow-up problem. DGTL Pros sets up your CRM, connects it to your website and marketing, and automates the follow-up so every inquiry gets a fast response and every finished job asks for a review.
What We Set Up
A CRM only pays off when it’s configured around how you actually sell — and when the data enters itself.
CRM selection & configuration
HubSpot, GoHighLevel, Pipedrive, Salesforce, or the tool that actually fits your team. We set up contacts, custom fields, and permissions so it’s useful on day one.
Lead capture that feeds the CRM
Website forms, phone calls, chat, QR code scans, and ad leads flow into one pipeline automatically - no more leads living in someone’s inbox.
Sales pipelines & stages
Pipelines that mirror how you actually sell, so you can see every deal’s stage, value, and next step at a glance.
Automated follow-up sequences
Instant replies to new inquiries, appointment reminders, quote follow-ups, and re-engagement campaigns - the discipline of a great salesperson, automated.
Review request automation
Job done? The CRM automatically sends a review request with your Google link. Paired with a review QR code, this is how review counts snowball.
Integrations & training
Calendars, invoicing, email, and marketing tools connected - plus training so your team actually uses the system instead of working around it.
The Loop: Website → CRM → Reviews → Rankings
Your website captures the lead. The CRM responds instantly and works the deal. When the job is done, an automated request — or a review QR code at checkout — turns the happy customer into a Google review.
Those reviews power your local SEO and Google Business Profile, which brings the next lead in. That’s the flywheel we build.
Want to see what this looks like for your business? Walk through it with us on a free call.
Contact DGTL ProsHow We Set It Up
A CRM only works if it fits how you sell. Here's how we get there.
Map your sales process
We learn how you actually sell — the stages, the handoffs, the follow-ups — before touching any software.
Configure & connect
The CRM is set up around that process, with lead capture from your website, forms, and phone all flowing into one pipeline.
Automate follow-up
Instant lead responses, reminders, and review requests built so nothing depends on someone remembering to follow up.
Train & hand off
Your team gets hands-on training, so the system gets used — not worked around.
CRM Setup FAQs
Common questions about CRMs, automation, and follow-up systems
Which CRM do you recommend for a small business?
It depends on how you sell. Service businesses that live on calls and appointments often fit GoHighLevel or Jobber-style tools; sales teams working deals fit HubSpot or Pipedrive. We’re not locked to one vendor - we recommend what fits your workflow and budget, then set it up correctly.
What does CRM setup cost?
Setup projects are scoped to your needs - a basic configuration with lead capture and one or two automations costs far less than a multi-pipeline build with full marketing automation. You’ll get a transparent, fixed-price proposal before any work begins.
We already have a CRM but nobody uses it. Can you fix that?
Yes - that’s one of the most common projects we take on. Usually the CRM was never configured around the actual sales process, so it created work instead of removing it. We audit, simplify, automate the data entry, and retrain the team.
What kind of follow-up should be automated?
Useful candidates often include responses to new inquiries, quote follow-ups, appointment reminders, review requests after completed work, and longer-term nurture. We prioritize them based on your sales process and available data.
Can the CRM connect to my website and Google reviews?
Many CRMs can connect website forms, booking flows, and review-request workflows. We confirm what the selected tools support, define the handoffs, and test the agreed integrations.
Is this the same as your AI automation service?
They’re close cousins. CRM setup is the foundation - clean data, pipelines, and reliable follow-up. Our AI development service builds on top of it with chatbots, AI-drafted responses, and custom automation. Many clients start with the CRM and layer AI on once the fundamentals work.
Still have questions?
Our team is ready to answer any questions you might have about our services.
Contact Our TeamExplore More Services
A CRM is the hub - here's everything we connect to it
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