Struggling to get your CRM system properly set up? You’re not alone and that’s where we come in. At CRM Support, we specialize in professional CRM setup services designed to help your business start strong with the right configuration, integrations, and training. Whether you’re new to CRM or switching platforms, we’ll make sure your system is optimized from Day One.
An improperly set up CRM leads to missed opportunities, frustrated teams, and messy data. We ensure your CRM is fully aligned with your sales, marketing, and customer service workflows so you can grow faster, close smarter, and serve better.

Our CRM Setup Services Include:

1. CRM Selection & Consultation

Not sure which CRM fits your business best? We assess your goals, team size, and workflow needs to recommend the perfect platform.

2. Account & System Configuration

We handle everything from user setup and permissions to pipelines, stages, tags, and reporting dashboards fully tailored to your business.

3. Custom Field & Module Setup

Need specific data points or processes? We create custom fields, modules, and views to make your CRM a perfect fit.

4. Email & App Integrations

Connect your CRM with tools like Gmail, Outlook, Slack, Zoom, Mailchimp, Stripe, and more for a seamless business ecosystem.

5. Automation Setup

We help automate your tasks, workflows, lead assignments, and email follow-ups so your team saves time and stays productive.

6. Importing Existing Data

Already have customer lists, spreadsheets, or data from another CRM? We’ll clean, format, and import it without any loss.

7. User Training & Onboarding

We provide easy-to-understand tutorials and team training sessions so your staff can start using the CRM with confidence.