CRM Setup & Sales Pipeline Configuration

Starting from

Organize your leads, automate follow-ups, and manage your entire sales process from one professional CRM system that helps you close more deals.

✅ CRM Platform Setup
✅ Sales Pipeline Configuration
✅ Lead Management
✅ Contact Import
✅ Sales Automation
✅ Dashboard & Reporting

(0 Customer Reviews)

Basic

$249.00

Best For Businesses automating simple workflows like contact forms, notifications, and approvals.

5 Days Delivery Delivery Time
2 Revisions Revisions
✅CRM Platform Setup (1 Platform)
✅Sales Pipeline Setup (1 Pipeline)
✅Contact Import (Up to 500 Contacts)
✅Lead Stages Configuration
✅Custom Contact Fields
✅Deal Management Setup
✅Email Template Setup (2 Templates)
✅User Account Setup (Up to 2 Users)
✅Basic Dashboard Configuration
✅One Training Session (60 Minutes)
✅Initial CRM Configuration

Popular

Standard

$499.00

Best For Growing businesses connecting multiple apps, CRMs, calendars, invoices, and customer communication.

8 Days Delivery Delivery Time
3 Revisions Revisions
Everything above PLUS
✅CRM Platform Setup (Advanced)
✅Sales Pipelines (Up to 3)
✅Contact Import (Up to 5,000 Contacts)
✅Lead Scoring Setup
✅Task & Reminder Automation
✅Email Templates (Up to 8)
✅Meeting Scheduling Integration
✅Website Contact Form Integration
✅WhatsApp Lead Integration
✅Calendar Integration
✅Sales Dashboard
✅Team Permissions (Up to 10 Users)
✅Sales Activity Reports
✅Two Live Training Sessions

Premium

$899.00

Best For Organizations automating complex multi-step workflows across departments and business systems.

12 Days Delivery Delivery Time
Unlimited Revisions During Project Revisions
Everything above PLUS
✅Unlimited Sales Pipelines
✅Advanced Workflow Automation
✅Opportunity Management
✅Customer Lifecycle Automation
✅Custom Sales Dashboards
✅Executive Reporting Dashboard
✅Multi-Department Setup
✅Document & Proposal Templates
✅CRM-Mobile Configuration
✅API & Third-Party Integrations
✅Email Marketing Integration
✅AI Lead Routing (where supported)
✅Up to 50 Team Members
✅Four Live Training Sessions
✅Priority Implementation

Inquire via WhatsApp

Suitable For

SMEs
Corporate Organizations
Marketing Agencies
Consultants
Coaches
Law Firms
Healthcare Providers
Real Estate Agencies
Educational Institutions
NGOs
Financial Service Providers
Sales Teams

Managing leads through spreadsheets, emails, or WhatsApp conversations quickly becomes overwhelming as your business grows. Our CRM Setup & Sales Pipeline Configuration service helps you centralize customer information, organize your sales process, automate routine follow-ups, and gain better visibility into your pipeline.
Whether you’re using HubSpot, Zoho CRM, Pipedrive, Monday CRM, Freshsales, GoHighLevel, or another supported platform, we’ll configure the system to match your workflow so your team spends less time on administration and more time closing deals.

Frequently Bought Together

What's the Next Step After Purchase?

✅Step 1. Purchase your package.
✅Step 2. Describe your business workflow.
✅Step 3. We map your automation process.
✅Step 4. Test the automation.
✅Step 5. Go live.✅Step 1. Purchase your package.
✅Step 2. Describe your business workflow.
✅Step 3. We map your automation process.
✅Step 4. Test the automation.
✅Step 5. Go live.

Why Choose Upstreet Studio Over Others?

✅Saves time
✅Reduces manual work
✅Minimizes human error
✅Improves productivity
✅Scalable automation solutions

Common Questions

✅Which automation tools do you support?
WordPress Automator, SureTriggers, Zapier, Make, Google Workspace integrations, and other compatible platforms.

✅Can existing workflows be automated?
Yes.

✅Can notifications be automated?
Yes.

✅Will staff require technical knowledge?
No. We configure the system for ease of use

What You'll Receive

✅Process Automation Setup
✅Workflow Mapping Document (PDF)
✅Automated Workflow Configuration
✅App & Tool Integrations
✅Trigger & Action Setup
✅Automation Testing & Optimization
✅Handover & Setup Guide (PDF)

Our Zero-Risk Guarantees

14-Day Refund Policy

We want you to be thrilled with our work. If you aren't completely satisfied, simply let us know within 14 days and we will issue a full refund—no hassle and no hard feelings.