Service · 01 / CRM Setup

Your CRM, architected

to actually close deals.

We design and build the full account architecture pipelines, custom fields, automations and team roles so your business runs on rails, not on chaos.

Live in 14 days

Zero setup on your end

Lives inside REsimpli zero setup

0d

Avg. setup time

0+

Automations configured

0x

Faster lead response

0%

Done-for-you

what's included

From zero to launched

in fourteen days.

Account Architecture

Locations, sub-accounts, brand setup and global settings configured for scale from day one.

Sales Pipelines

Multi-stage opportunity pipelines mapped to your real-world sales motion — not a template.

Custom Fields & Tags

Every data point your team needs, structured so reporting and automation just work.

Team Roles & Permissions

Roles, user groups and visibility rules so reps see what they need and nothing else.

Automation Workflows

Lead routing, follow-up sequences, missed-call text-back and reactivation campaigns.

Quality & Handover

Full QA, loom walkthroughs and team training so you own the system on day one.

Pipelines that mirror reality

Stop forcing your business into someone else's template.

We map your actual sales motion every stage, every handoff and build the pipeline around it. Forecasting becomes real. Reps stop guessing. Deals stop slipping.

Stage-by-stage discovery workshop
Required fields and exit criteria per stage
Automated stage-change triggers and notifications
Reporting dashboards built around your KPIs

The Process

From zero to launched

in fourteen days.

01 Discovery

30-min deep-dive on your sales motion, team structure, current tools and gaps.

02 Architecture

We blueprint pipelines, custom fields, roles and automations you approve before we build.

03 Build & Migrate

Full configuration in your CRM, data migration from legacy tools, integrations wired up.

04 Launch & Train

Loom walkthroughs, live training, and 30 days of post-launch support so it sticks.

The stack

Built natively inside the tools you already pay for.

No new logins. No bolt-on subscriptions. We configure everything inside your CRM of choice REsimpli, GoHighLevel, HubSpot, or Pipedrive so your team works in one place.