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🗂 CRM IMPLEMENTATION & SETUP

Your Sales Team Is Losing
Leads in Excel or WhatsApp?

Without a properly configured CRM, every time a salesperson leaves, they take the entire client history with them.
We implement, configure and train your team on a CRM they actually use — adapted to your sales process, not the other way around.

+29%
average sales increase with a properly implemented CRM
–50%
fewer lost leads with a visual pipeline and automated follow-ups
30d
to have the CRM fully operational with the team trained
3
CRMs we implement: Pipedrive, HubSpot and Salesforce

A CRM Your Team Actually Uses.

Most CRMs fail due to poor implementation, not a poor tool. We guarantee real adoption.

🗺

Sales Funnel Mapping

Before configuring any tool, we document the actual stages of your sales process — from first contact through to close and upsell.

⚙️

Custom Configuration

Pipelines, custom fields, follow-up automations, email templates and performance dashboards — all configured for your industry and team.

🔌

Full Integration

We connect the CRM to email, calendar, website, chatbot and WhatsApp. Any lead that enters through any channel automatically reaches the CRM.

🎓

Training & Adoption

Hands-on training with the sales team, usage guides and 30-day post-go-live support. Adoption is just as important as configuration.

CRM and sales pipeline

"The pipeline became visible to the entire team. Sales rose 28% in the first quarter."

— Sales Director

Car Dealership, Aveiro

View full case study →

CRM Operational in 30 Days

No weeks of endless workshops. We deliver fast and follow up closely.

01

Sales Diagnostic

We map the current sales funnel, identify where leads are being lost and define the pipeline KPIs that management wants to see.

02

Configuration & Integrations

Full CRM setup — fields, automations, email sequences, integrations — and migration of existing data from spreadsheets and legacy systems.

03

Go-Live & Support

Team training with real company cases, 30-day follow-up and dashboards for adoption and performance analysis.

💰 Calculate Your Savings

Estimate how much your sales team saves with a properly implemented CRM.

1320

Estimated annual savings

€14,040

Get a Personalised Estimate →

What Our Clients Say

Real results. Real names. No fine print.

VL

Vasco L.

Sales Team Leader, Porto

★★★★★

"Before the CRM, every salesperson had their own way of logging contacts. Now we have full pipeline visibility — the close rate rose 34% in 3 months."

AP

Ana P.

SME CEO, Braga

★★★★★

"The CRM integrated with invoicing and email marketing changed everything. I know exactly how much each client is worth and which ones need attention. Churn dropped 25%."

LG

Luís G.

Marketing Director, Lisbon

★★★★★

"I can finally measure the ROI of every campaign all the way to the closed deal. The CRM connects marketing to sales and shows me exactly where the best clients come from."

MV

Mariana V.

Consulting Firm Partner, Porto

★★★★★

"For a B2B consulting firm, every proposal is worth thousands of euros and the sales cycle is long. The CRM with proposal tracking, custom stages and inactivity alerts cut average close time from 67 to 41 days. And nobody forgets a follow-up again — the system reminds you automatically."

Frequently Asked Questions

Yes, Excel migration is included in every CRM project. We clean, deduplicate and structure your data before importing, ensuring the CRM launches with quality information from day one.

It is our number one priority. We configure the CRM to simplify the team's workflow (fewer clicks, not more), and we monitor adoption for 30 days post-launch. If the usage rate does not reach 80%, we work for free until it does.

Yes, every project includes hands-on training sessions tailored to each user profile. We also deliver step-by-step visual guides and short videos for future reference, so nobody remains dependent on us.

Yes. After the 30 days of included support, we offer monthly follow-up plans that include configuration adjustments, new reports and priority support. Over 70% of our clients choose to keep the follow-up.

Every lost lead is revenue that never comes back.

A properly configured CRM pays for itself within the first 60 days. We guarantee adoption or we work for free until we achieve it.