# CRM setup and customisation

> CRM setup and customisation configures a customer relationship management system — HubSpot, Zoho, Pipedrive, Salesforce or a custom build — to match your sales and service process. DevRaxo designs the pipeline, fields, automations and reports, migrates your data, and trains your team so the system is used and trusted.

- Area: [CRM & integrations](https://devraxo.com/services/crm/)
- Price: from £900. Also available as the CRM Starter package. Licences are paid to the vendor.
- Timeline: 3–5 weeks
- Page: https://devraxo.com/services/crm/crm-setup/

## This is for you if
- You pay for a CRM that nobody keeps up to date.
- Customer information lives in spreadsheets, inboxes and memory.
- You cannot answer “how is the pipeline?” without a meeting.

## The problem
- **It was set up for a generic business.** Default fields and stages describe the vendor’s idea of a sale, not yours, so people work around it.
- **Nobody trusts the data.** Duplicates, gaps and stale records make reports meaningless, so people stop looking.
- **Training was a one-hour video.** A tool nobody was properly shown becomes a place to dump contacts, not to manage relationships.

## How it works
1. **Map your real process.** How a lead becomes a customer in your business, step by step, including the awkward exceptions.
2. **Configure to fit.** Pipeline, fields, roles, automations and dashboards matched to that process, with nothing you will not use.
3. **Migrate and clean the data.** Contacts and deals moved in, de-duplicated and checked, with a rollback plan.
4. **Train the people who use it.** Short, role-specific sessions and a recorded guide for new starters.

## What you get
- Process map and CRM design
- Configured pipeline, fields and roles
- Automations and reminders
- Dashboards and reports
- Data migration with rollback
- Team training and documentation

## Questions
### Which CRM should I choose?
We compare options on your process, budget and the tools you already use. HubSpot suits many growing teams; Pipedrive suits simple sales pipelines; Zoho suits cost-conscious businesses; Salesforce suits complexity. We recommend, then set it up.

### Can you fix the CRM we already have?
Often that is cheaper than switching. We audit it, clean the data and simplify the setup before suggesting a move.

### How long does a migration take?
Most small-business migrations take a few days of actual work once the new structure is agreed. The planning and checking is the larger part.

### Do you provide the CRM licences?
No. Licences are bought by you directly from the vendor, so the account and the data are yours.