03 / DATA

CRM Setup & Configuration

Your customer data, structured and usable.

A CRM nobody uses is worse than no CRM. BespokeForge scopes, configures, and connects your CRM to your actual workflow, so contacts are clean, pipelines reflect how your team sells, and the data you need for decisions is there when you need it.

Build Optimize
What's Included

Everything in CRM Setup & Configuration.

CRM selection or audit: HubSpot, Pipedrive, GoHighLevel, or custom
Pipeline architecture mapped to your actual sales process
Custom field, tag, and segmentation structure
Email integration and tracking configuration
Form-to-CRM connection
Team onboarding and workflow documentation
Outcomes

What CRM Setup & Configuration delivers.

Scoped around business outcomes, not hours delivered. Every engagement ends with something measurable.

CRM that reflects how your business actually operates
Clean, deduplicated contact data from day one
Full pipeline visibility across every stage of your sales process
Team adoption because the tool fits the workflow rather than fighting it
How to Engage

What an engagement looks like.

Fixed scope, fixed price. Every engagement begins with a diagnostic call to confirm fit and define the work. No retainers required to start. You only commit once the scope is agreed.

Engagement type
Build / Optimize
Starting from
From €1,800
The first step

Start with a conversation.

A short conversation first, to work out which of the two routes you are on and whether this is a problem I can solve. The audit is the paid step that follows, and what it produces is yours whether or not anything comes after it.

Twenty-five minutes on Google Meet, and a straight answer either way.

  1. 01

    You describe what you are running, in whatever words you use for it internally.

  2. 02

    You get a straight answer on whether the audit is worth doing at all, including when it is not.