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DPT HUB

CRM Setup and Automation So No Lead Slips Through the Cracks

A well-set-up CRM shows you every lead, every conversation and every deal in one place. We choose, configure and automate CRMs so leads from your website, ads and WhatsApp land instantly with the right salesperson, and follow-ups happen on time.

What's included

  • CRM selection and setup.
  • Pipelines, stages and custom fields.
  • Lead capture from forms, Meta and Google lead ads, and WhatsApp.
  • Auto-assignment and reminders.
  • Dashboards and reports.
  • Team training and ongoing support.

Signs you need a CRM

  • Leads are tracked in spreadsheets or WhatsApp chats.
  • Follow-ups depend on someone remembering.
  • You can't tell which campaigns bring sales.
  • Your team fights over who owns a lead.

How we work

Process mapping, CRM selection, configuration, integrations, automation, training and ongoing support.

FAQs

It depends on your team size, sales process and budget. We'll recommend options before setup.

Yes, with clean-up and de-duplication.

Ready to grow? Let's find your best starting point.

Tell us what you sell, who you want to reach and what isn't working right now. We'll review your website and marketing and show you where the quickest, most credible wins are, even if that means doing less, not more.