Convert & Grow

CRM setup & implementation with GoHighLevel & Salesforce

A lead you forget to call is worth nothing. We set up CRM systems that keep every contact organized and every follow-up on time, so nothing quietly goes cold.

Stop losing leads. Start closing them.

Most small businesses lose more leads to slow follow-up than to competitors. A CRM is the thing that makes sure someone gets back to every enquiry, whether or not anyone remembered to.

We implement GoHighLevel and Salesforce at whatever depth you need, from a basic pipeline through to automated nurture sequences wired into your marketing channels.

Most

marketing leads never turn into sales, and the reason is usually follow-up rather than lead quality. Automated nurture sequences remove the excuse.

Platforms we implement

Two CRM platforms that cover most small and medium businesses, at opposite ends of the complexity scale.

GoHighLevel setup & configuration

GoHighLevel is an all-in-one CRM built for service businesses. We configure it around how your business already works rather than the other way round.

  • Account setup, pipeline, and stage configuration
  • Lead capture forms and landing page integration
  • Automated SMS and email follow-up sequences
  • Calendar and appointment booking setup
  • Team onboarding and training

Salesforce implementation

If your sales process or team structure is more involved, Salesforce handles it. It's more work to set up properly, and it will do almost anything you ask of it.

  • Org setup, users, profiles, and permission sets
  • Lead, Contact, Account, and Opportunity configuration
  • Custom fields, layouts, and automation rules
  • Integration with your existing tools (email, calendar, website)
  • Reports, dashboards, and training

What a good CRM does for you

It stops your sales process depending on whoever happens to remember.

Pipeline management

Every deal visible at every stage, so you can see where revenue is coming from and what's stalling.

Automated follow-up

SMS and email sequences that go out on schedule, including on the weeks when everyone is too busy to send them.

Lead scoring

Warmer leads rise to the top automatically, so your time goes to the ones most likely to close.

Email & SMS sequences

Multi-step nurture campaigns that carry a lead from first contact to a booked appointment on their own.

Reporting dashboards

Leads, closed deals, revenue, and team activity in one place, updated as things happen.

CRM training

A CRM nobody uses is worse than no CRM. Your team gets hands-on training so the thing actually gets used.

Ready to stop losing leads?

Book a free call and we'll map out the right CRM setup for the way your sales process actually runs.

Book a Free Call