How do you set up a CRM for a business?

CRM setup in practice:

1. Pick the CRM for your size and budget — Zoho CRM, HubSpot or Dynamics 365
2. Design pipelines that mirror how you actually sell (stages, owners, follow-up rules)
3. Import clean data — contacts, companies, open deals
4. Capture leads automatically from website forms, calls, WhatsApp and ads
5. Automate follow-ups — tasks, reminders, emails, quote templates
6. Connect to email, calendar and the accounting system (won deal → invoice)
7. Dashboards for pipeline value and conversion, then train the team

Reejan sets up lead capture and conversion tracking end to end. reejangopan.me/services/complete-business-setup