CRM setup & migration
One place for every lead, deal and customer.
We set up HubSpot, Zoho, GoHighLevel or Odoo around your real sales process: pipelines, fields, permissions, automations and dashboards. Then we move your existing contacts in and train your team to use it.
What changes
The problem, and what we do about it.
Leads are in five places
Website, WhatsApp, phone and email all feed one pipeline.
Nobody follows up
Tasks and reminders fire automatically at each stage.
You can't see what's working
Dashboards show where deals come from and where they stall.
The old CRM was too complicated
We configure only what your team will use, and train them on it.
What you get
Delivered, documented, yours.
- Pipeline design that matches how you sell
- Contact and deal fields, roles and permissions
- Import of your existing records
- Automations: assignment, reminders, follow-ups
- Dashboards (Standard and up)
- Training sessions and an SOP manual on Premium
Built with
- HubSpot
- Zoho
- GoHighLevel
- Odoo
Accounts are created in your name. We're invited as collaborators, and we leave when you say so.
Prices
Three packages, fixed prices.
Launch prices, excluding taxes and third-party costs. Switch the market for your currency.
| Feature | Basic | Standard | Premium |
|---|---|---|---|
| Pipelines | 1 pipeline | 3 pipelines, roles and permissions | Multiple teams or branches, custom objects |
| Import | Up to 2,000 records | Up to 10,000 records | Up to 50,000 records |
| Automations | 3 | 8 | 15 |
| Capture | Web form + email capture | + WhatsApp and SMS | + accounting, e-commerce, telephony |
| Reporting | — | Dashboards | Dashboards |
| Training | 1 session | 2 sessions | Sessions + SOP manual |
Where we've built this
We run this in LimoPilot.
Custom CRM & AI booking platform
LimoPilot
We built a full CRM for transport operators from scratch — leads, inbox, quotes, bookings, contracts and deposits. We know what a pipeline needs because we designed one.
Built and run in production. Our own limo company runs on it every day. No outside operator pays for it yet, and we say so.
Read the case studyFAQ
CRM setup & migration: questions
Which CRM should I use?
HubSpot for most international small businesses, Zoho when price matters, GoHighLevel for SMS-heavy US service businesses, Odoo for Pakistani companies that also need inventory and accounting. We'll recommend one on the call.
Can you move my data from spreadsheets?
Yes. Imports are included up to the package limit, cleaned and de-duplicated.
Do I need a custom CRM?
Usually not. Custom only makes sense when a paid discovery shows the platforms can't fit your process.
Get a quote
Tell us about your crm setup & migration project.
We reply within one business day with questions or a package recommendation, and a fixed price once the scope is clear.
- No obligation, no sales sequence
- A real person reads every enquiry
- Prefer to talk? Book a 15-minute call
Often paired with
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