CRM Automation: 12 Workflows Every Sales Team Should Automate
What CRM automation is, twelve workflows that keep your pipeline moving, which CRM to choose and how AI takes it further.
Read article →GoHighLevel, HubSpot and Pipedrive CRM setup
CRM and Pipeline Setup
A CRM your team actually uses. We set up pipelines, automated stages, nurture sequences and dashboards so every lead is tracked from first touch to paid invoice, and nothing slips through.
What you get
Everything included in your CRM and pipeline setup build.
- ✓A sales pipeline that matches how you actually sell
- ✓All your contacts moved over from spreadsheets or your old CRM
- ✓Follow ups, reminders and nurture emails that send themselves
- ✓Forms, calendars and payments feeding your CRM automatically
- ✓Clear dashboards showing revenue and activity
- ✓Your team trained and confident from day one
Best for
Growing teams moving off spreadsheets, or anyone whose current CRM is half set up.
"Zain, Ahmad and their team went above and beyond my expectations. They were very responsive and communicated each step of the way. Definitely will be hiring them again!"
Katie KimblePartner and Co-Founder, Monarch Investment PartnersUnited States
How it works
From first call to launch.
01
Free call
A 30 minute call to understand your goals, your current tools and what success looks like for this project.
02
Blueprint and fixed quote
A written plan covering scope, tools, integrations and timeline, with one fixed price. No hourly billing.
03
Build and review
We build in your accounts and share progress every few days. You approve everything before it goes live.
04
Launch and support
We launch, train your team and stay on hand to fix, tune and improve based on real results.
Questions
CRM and Pipeline Setup: common questions.
Which CRM should I use?
We set up GoHighLevel, HubSpot and Pipedrive and recommend the one that fits your team, budget and sales process during your free call.
Can you move my existing contacts into a new CRM?
Yes. We import your existing contacts and deals, then set up pipelines, automated stages and nurture sequences around them.
How much does CRM setup cost?
CRM and pipeline setup starts from $1,290.
How long does CRM setup take?
Most CRM setups are complete in 1 to 2 weeks, including training for your team.
Guides and insights
Learn before you buy.
HR Automation: What to Automate in Hiring, Onboarding and Beyond
The HR tasks you can automate across recruitment, onboarding, everyday people operations and offboarding, and how to use AI responsibly in HR.
Read article →
Finance Automation: Invoices, Payments and Reporting on Autopilot
How finance automation handles invoicing, payment reminders, expenses, reconciliation and reporting, and how to keep control where it matters.
Read article →Our work
Apps, websites, stores and campaigns we have shipped.
Brickell Digital
Animated, fully responsive Webflow website for an art and design studio
View case study →
Orion's Realm
Figma design and WordPress store for a crystal and healing products shop
View case study →Comptoir des Thés
Handoff ready Figma redesign for a tea brand's website and webshop
View case study →Auravita Paris
Fragrance brand launch at 4.70 ROAS and $5.53 cost per purchase.
Read the results report →Cosmetic brand
Rebuilt the messaging and campaign structure so a profitable brand could scale in 5 months, with ROAS rising from 2.71 to 4.25.
Read the results report →Medilife Clinics
Lead generation for a cosmetic clinic group across multiple countries.
Read the results report →Fashion brand
Rebuilt a losing campaign into a profitable one within 3 months.
Read the results report →Ecommerce store
A repeatable scaling system took ROAS from 1.93 to 4.97 month over month.
Read the results report →Fitness apparel brand
Multiple campaigns sustained 33X ROAS through sharp targeting and creative testing.
Read the results report →B2B and local services
Campaigns across healthcare, dental and local service businesses.
Read the results report →Client reviews
More reviews on Upwork →
What our clients say.
★★★★★
"WOW WOW WOW WOW WOW! I have never worked with better people in my entire life. I will literally work with them on literally everything moving forward."
Naela SakrManaging Director, BarkB2BCairo, Egypt★★★★★
"Zain, Ahmad and their team went above and beyond my expectations. They were very responsive and communicated each step of the way. Definitely will be hiring them again!"
Katie KimblePartner and Co-Founder, Monarch Investment PartnersUnited States★★★★★
"Haris delivered outstanding work on our New Media website project. His expertise in Figma shone through every step of the process."
Malek MalkeSolutions and Delivery LeaderDubai, United Arab Emirates★★★★★
"Acceltor was incredibly helpful, professional, timely, and thorough. Arham, the designer from their team, asked all the right questions to clarify the project."
Rui TorresFazer SeguroPortugal★★★★★
"I can only be thankful for the awesome work. Great communication, always supportive. Definitely we will work again."
Juwan PlattMarketer, Hawkins Street AICharlotte, North Carolina★★★★★
"Thanks for your very quick design and development."
Christina AvalosOwner, Mylah MomentsPalmdale, CaliforniaGet a quote for CRM and pipeline setup.
Tell us what you need. We reply within 24 hours and send a fixed quote within 48 hours of our call.
- Reply from our team within 24 hours
- Fixed quote within 48 hours of our call
- No obligation, no pushy sales
Prefer to pick a time now?
Book a free call →Or email contact@acceltor.net