Norveth · Worldwide

CRM & business tools setup

Your CRM, booking and payment tools set up and connected, so leads and bookings stop falling through the cracks.

The problem

Why this matters for your business

Leads arrive by form, WhatsApp and e-mail, bookings live in a calendar, payments in another app, and nobody can see the whole picture, so follow-ups get missed.

What we do

Our concrete approach

We set up your CRM around how you actually sell and deliver, then connect forms, bookings and payments to it, so records, reminders and receipts update themselves.

Deliverables

What is included

Every item is tested and handed over with written documentation.

Zoho, HubSpot, Odoo, Airtable or Notion configured: fields, pipelines, users
Booking flow with online payment (Razorpay, Stripe or PayPal) and automatic receipts
Leads from forms, WhatsApp and e-mail routed into the CRM with instant alerts
Reminders and follow-up tasks, plus a simple weekly report
Handover call and written notes so your team can run it

Boundaries & dependencies: Paid plans of the tools themselves are billed by the vendor directly to you. We test payments in test mode before going live on your keys.

Delivery timeline

Fixed quote first; most setups are delivered in 2 to 6 days.

We work with firm written delivery dates. If we need assets or logins from your team, the clock starts once those are received.

Transparent fixed price

From $49, fixed quote before work begins

What you see is what you pay. No unexpected billable hours, no hidden setup fees, and zero vendor lock-in.

Frequently asked questions

Specific details about our CRM setup process.

Which CRM should I use?

The one that fits your team and budget. We often recommend Zoho or HubSpot's free tiers for small teams, and we'll tell you honestly if a spreadsheet is enough.

Can you connect my existing website?

Yes. Forms and booking widgets on your current site can send straight into the CRM.

Is my data safe?

Access is set per user, payment checks are signature-verified, and you own every account and record.

What if our process changes later?

Pipelines, fields and automations are documented so you can change them, or we can on a small fixed fee or the care plan.

Ready to get started on CRM & business tools setup?

Email us with your website or project details. Within 48 hours you will receive a confirmed scope and start date.

Start this project or request a free website check →