CRM Automation & Setup Services
CRM automation makes sure every lead is captured, assigned and followed up. We set up HubSpot or Zoho, connect your forms, ads and WhatsApp, and automate the follow-up your team keeps forgetting.
The businesses we build, grow and automate for
Eight O Eight
Why CRMs fail
Most CRM projects fail because nobody uses them.
Leads in inboxes
Leads sit in email and WhatsApp instead of the CRM.
Messy pipelines
Stages don’t match how you actually sell.
No follow-up
Deals go cold without reminders.
CRM setup services
Our CRM setup services cover set-up, integrations and training.
CRM setup
Pipelines, properties and users.
Lead capture
Forms, ads, WhatsApp and calls into the CRM.
Lead routing
Auto-assign by region, service or rota.
Follow-ups
Sequences, tasks and reminders.
Reporting
Pipeline and source dashboards.
Training
Team training and a playbook.
HubSpot implementation and setup
Our HubSpot implementation covers HubSpot setup of pipelines, workflows, sequences and reports. As your HubSpot consultant, we tailor HubSpot to how you sell. Our HubSpot website developer can also build landing pages and forms in HubSpot CMS.
- Pipelines and deal stages
- Workflows and sequences
- Forms and landing pages
- Dashboards
Zoho CRM implementation
Zoho CRM implementation suits businesses wanting a cost-effective CRM with deep customisation. Our CRM implementation services include data migration, automation and Zoho integrations. Every CRM setup ends with team training.
- Data migration
- Blueprints and automation
- Zoho apps integration
- Team training
How we set up your CRM
Built around how you sell.
Map
Your sales process.
Set up
CRM and pipelines.
Connect
Lead sources and automation.
Train
Team and playbook.
How we set up CRMs that get used
Every CRM project follows the same rules.
of workflows, keys and data stay in accounts you own
Ownershipapproval before anything risky is sent or changed
Safetyof free fixes and tuning after go-live
Supportsigned before we see your data or processes
Confidentiality
CRM setup and automation pricing
Fixed-price set-ups.
Sales automation
Routing + follow-ups.
- Everything in Starter
- Lead routing
- Sequences
- Dashboards
Full implementation
Migration + integrations.
- Data migration
- Integrations
- Custom objects
How much does Zoho CRM implementation cost? Typical Zoho CRM implementation cost is $300–$1,200 depending on users, migration and automation, plus Zoho licences. HubSpot set-ups are similar, plus HubSpot plan fees.
Frequently asked questions
HubSpot or Zoho?
Can you migrate our data?
Do you train our team?
Let’s talk about your project
Book a free 30-minute call. We’ll look at what you have, tell you honestly what we’d do first, and send a fixed quote.
Or email hello@thryveapex.com · call +91 91002 80101