CRM Setup and Automation

A CRM your team will actually use, set up around how you sell.

Leads in inboxes, deals in spreadsheets and follow-ups in someone's memory cost you sales. NetPurl sets up HubSpot or another CRM with the pipeline stages, fields, users and automated tasks that match your real sales process, then connects your forms, ads and WhatsApp so every enquiry lands in one place.

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Conceptual diagram of a CRM setup: four lead sources on the left, a five stage pipeline from new to won in the middle, and the fields every record carries, source, owner, service, next step and consent.
Overview

What is CRM Setup & Automation?

A CRM is the system where every lead, contact and deal is recorded and moved through your sales process. Set up well, it shows who enquired, where each deal stands, who owns the next step and what happens when a lead goes quiet.

Most CRM problems are setup problems: too many fields, stages nobody agrees on, duplicate contacts and leads that arrive from forms or ads but never reach the system. We start from your sales process, configure the CRM to match it, import your existing data cleanly and add automation for the repetitive work.

At a glance

  • Best forTeams outgrowing spreadsheets and shared inboxes
  • TimelineDepends on pipelines, users and data to import
  • Main deliverableA configured CRM with pipelines, automation and training
  • PlatformsHubSpot and other popular CRMs
Problems we solve

CRM setup problems
we fix.

Leads that never reach the CRM

Form fills, calls and WhatsApp chats live in different places.

Every channel feeds one system automatically.

Pipeline stages nobody agrees on

Deals sit in vague stages and forecasts are guesses.

Clear stages with entry and exit rules.

Messy, duplicate contacts

Imports from old sheets create duplicates and gaps.

Clean data import with deduplication and required fields.

Follow-up that depends on memory

Reps forget to call back or send the quote.

Automated tasks and reminders for every stage.

A CRM the team avoids

Too many fields and screens make entry a chore.

A lean setup with only the fields you use.

No view of what is working

You cannot see which source produces real deals.

Lead source tracking and pipeline reports.

Our process

How our CRM setup
process works.

  1. 01

    Map the process

    How leads arrive, who owns them and where deals stall.

  2. 02

    Design the CRM

    Pipelines, properties, users and permissions planned.

  3. 03

    Build and import

    CRM configured and existing contacts cleaned and imported.

  4. 04

    Connect and automate

    Forms, ads, WhatsApp and email linked, with tasks and alerts.

  5. 05

    Train and refine

    Team walkthrough, then adjustments after real use.

What's included

Your CRM setup, fully covered.

  • Sales process workshop
  • Pipeline and deal stage design
  • Custom properties and required fields
  • Contact and company data import
  • Lead source and form connections
  • Task, owner and notification automation
  • User roles and permissions
  • Pipeline and activity dashboards
  • Team training and documentation

Tools we use

HubSpot Other CRM platforms Web forms WhatsApp Business Platform Email integration Spreadsheet import

Who it is for

Built for teams who want one source of truth.

  • Small businesses leaving spreadsheets behind
  • Sales teams with no shared pipeline
  • Companies switching CRMs
  • Owners who want visibility on every lead
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Part of CRM, Lifecycle & Marketing Automation

Related
services.

Lead Nurturing

Most leads are not ready to buy on the day they enquire.

Learn more

Sales Funnel Automation

When forms, CRM, email and sales tasks work separately, deals stall in the gaps.

Learn more

Marketing Automation

Marketing automation sends the right message at the right moment without manual work.

Learn more

WhatsApp Marketing Automation

Customers in many markets prefer WhatsApp to email or forms.

Learn more
Works well alongside

Connected
services.

GA4 & Analytics

Connect CRM sources to GA4 so you can see which channels create leads.

Learn more

Conversion Tracking

Track form, call and chat conversions into the same CRM record.

Learn more

Reporting & Dashboards

Turn pipeline data into reports your team actually reads.

Learn more
FAQ

CRM Setup & Automation
questions.

We often work with HubSpot and can set up or improve other popular CRMs. We recommend one based on your team size, sales process and budget, and we explain the trade-offs before you commit.

Yes. We clean, map and import your existing contacts and companies, remove obvious duplicates and agree which fields to keep.

Yes. We connect website forms, lead ads and WhatsApp so each enquiry is created in the CRM with its source recorded.

Yes. We run a walkthrough for your users and leave short written guidance so new team members can get started.

Not necessarily. We configure the CRM around your current process and suggest improvements only where a stage or handover is clearly causing lost leads.

Free CRM consultation

Ready to put every lead in one place?

+92 300 366 7444

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