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Analytics & CRM
CRM Starter Setup
Your team working from one CRM, with leads arriving from your website and follow-ups that do not slip.
When leads live in spreadsheets and inboxes, follow-ups slip and nobody knows where a deal stands. CRM Starter Setup gives your team one place to work. We set up HubSpot, Zoho CRM or Pipedrive with a pipeline that matches how you sell, connect your website forms, build three automations, import your contacts and write a guide for your team.
- One sales pipeline built around how you actually sell
- Website forms feeding leads straight into the CRM
- Three tested automations and up to 5,000 contacts imported
$1,975
15–25 working days
Optional maintenance $199/mo
What it is
CRM Starter Setup is a one-time service that gets a small team working in HubSpot, Zoho CRM or Pipedrive. We configure the CRM, build one sales pipeline that matches how you sell, connect your website forms, build three automations, import up to 5,000 cleaned contacts and write a guide for your team.
Why businesses buy it
Most CRM projects fail for simple reasons. The setup does not match how the team sells, leads still arrive by email, and the imported data is full of duplicates. People drift back to spreadsheets within weeks. This setup starts from your real process, connects the places leads come from and cleans the data before it goes in. Three automations take care of the follow-ups people forget. The written team guide and post-launch support help the new habits stick, which matters more than any feature.
Problems this solves
Leads live in spreadsheets and inboxes, and some get forgotten
We set up HubSpot, Zoho CRM or Pipedrive and import up to 5,000 cleaned contacts. Every lead and customer then sits in one shared place your team can see.
Nobody can see where each deal stands
We build one sales pipeline with stages and fields that match how you sell. The team can see every open deal and its next step at a glance.
Website enquiries have to be copied into the CRM by hand
Your website forms are connected to the CRM and tested with sample records. New enquiries then arrive as contacts without anyone retyping details or forwarding emails.
Follow-ups slip because reminders depend on memory
We build and test three automations to match your process, such as task reminders or follow-up emails. A written team guide shows the team how everything works.
A good fit if
Your leads and customers live in spreadsheets, inboxes and sticky notes, and follow-ups get missed.
You have chosen HubSpot, Zoho CRM or Pipedrive, or want help choosing between them.
You have one main sales process that can be described as a series of stages.
You have up to 5,000 contacts to bring across and a small team ready to use the CRM.
Not the right fit if
You already use a CRM and want to move to a different one. Migration is outside this setup; ask for a Change Quote.
You need the CRM connected to accounting, shipping or other tools. See Integration Pack.
You already have a working CRM and want AI help inside it. See AI CRM Assistant.
You mainly need marketing emails sent to your list. See Email Flows Build.
How it works
- You invite us to your CRM as a super admin, share your contacts in a spreadsheet and walk us through how you sell today.
- We configure the CRM and build one sales pipeline, with stages and fields that match your process.
- We connect your website forms, so new enquiries land in the CRM as leads without copying and pasting.
- We build three automations, such as follow-up reminders, lead assignment or a welcome email, and test them with sample records.
- We clean and import up to 5,000 contacts, removing duplicates and mapping fields properly.
- Your team gets a written team guide, followed by post-launch support while everyone settles in.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Super admin access to your CRM by invite, on the plan you have chosen.
- Website access by invite, so we can connect your forms.
- Your contacts in a spreadsheet.
- Your sales stages and a short description of how your process works today.
- One person who approves the setup.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Order placed. CRM access, contacts and sales process are due within 72 hours.
Week 1
CRM configured and the sales pipeline built with stages and fields.
Weeks 1–2
Website forms connected and three automations built.
Weeks 2–3
Contacts cleaned and imported, everything tested with sample records.
Week 3
Your review, one revision round and the written team guide.
After launch
30 days of support, then optional Upmark maintenance.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 15–25 working days | $1,975 |
What you receive at handover
- A CRM account set up and configured
- One sales pipeline with stages and fields
- Website forms connected to the CRM
- Three automations built and tested
- Up to 5,000 contacts cleaned and imported
- A written team guide and a post-launch support period
Expected benefits and how to measure them
- Helps make sure no lead slips through the cracks
- Makes the sales pipeline visible to the whole team
- Can save time on data entry and manual reminders
- Lead response time
- Compare time from enquiry to first reply, using CRM activity records, with your best estimate from before.
- Deals by stage
- Read the pipeline report in the CRM each month to see how deals move.
- Team adoption
- Check logged activities per user in the CRM each week after launch.
Before you start: Note how many leads you get each month, how quickly they get a reply and how many become customers today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
Your CRM plan is the running cost, billed by HubSpot, Zoho or Pipedrive. Each has a free or low-cost starter tier, and the plan you need depends on team size and features. We help you choose before setup begins.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
After the 30-day support period, optional Upmark maintenance keeps the CRM in good shape. It covers monitoring of forms and automations, fixes when something breaks, updates when your process changes, a monthly health report and a small number of change hours each month for new fields, stages or tweaks.
$199/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself | Hire a traditional agency | Upmark Labs | |
|---|---|---|---|
| Setup | You learn the CRM settings yourself, one evening at a time | A CRM consultancy project with discovery workshops | One pipeline, forms and automations set up for you |
| Contacts | Imported as-is, duplicates and all | Often priced separately | Up to 5,000 contacts cleaned and imported |
| Testing | Found out when a lead goes missing | Depends on the project | Forms, automations and imports tested with sample records |
| Adoption | Help articles and videos | Training at extra cost | A written team guide and post-launch support |
Questions about this product
Should I choose HubSpot, Zoho CRM or Pipedrive?
It depends on how you sell and what else you use. Pipedrive is simple and focused on sales pipelines. HubSpot is strong on marketing and has a free starting tier. Zoho CRM suits teams already using other Zoho apps. Tell us your process and team size, and we recommend one before you buy a plan.
Is the CRM subscription included in CRM Starter Setup?
No. You choose and pay for your CRM plan directly with HubSpot, Zoho or Pipedrive, so the account and data stay in your name. Our price covers the setup work, the import and a written team guide. Some features, such as certain automations, need a paid tier, and we check that before starting.
What kind of automations can you build in the CRM?
Three automations that save your team time. Common choices are assigning new leads to the right person, reminding a salesperson when a deal goes quiet, sending a welcome email after a form is filled, or creating a task when a deal moves stage. Each is tested with sample records before handover.
Can you move our data from another CRM?
No. This package imports contacts from a spreadsheet, not from another CRM. Moving deals, notes, history and custom objects between CRMs is a bigger job. If you need a migration, add a note at checkout and we will send a written Change Quote.
What happens if we have more than 5,000 contacts?
We import the 5,000 most useful contacts, such as recent leads and current customers, and leave older records in the spreadsheet. If you need everything brought across, add a note at checkout for a written Change Quote. Cleaning a list before import often reduces it more than people expect.
Who looks after the CRM after launch?
You do, with our help at first. You get 30 days of post-launch support for questions and fixes. After that, optional Upmark maintenance covers monitoring, fixes, updates, a monthly health report and a few change hours each month. You can also run the CRM yourself, using the written team guide.
Guides on this topic
All guides Move your sales out of spreadsheets
Order CRM Starter Setup for a working pipeline, connected website forms, three tested automations and your contacts cleaned and imported.
Works well with
Analytics & CRM
Tracking and Analytics Setup
Accurate tracking for your website: GA4, Tag Manager, 5 conversion events, the Meta pixel with Conversions API and a Looker Studio dashboard.