Results
What It
Produces
100%
Pipeline visibility from first contact to close
3 weeks
Average time from kickoff to go-live
2x
Average increase in qualified follow-up after install
If your CRM is a spreadsheet, a mess, or just not being used, you are losing revenue you cannot see. SET Marketing builds and manages CRM systems that track every deal from first touch to closed client.
Book a Strategy CallMost service businesses have a CRM they do not actually use. Contacts are imported but not organized. Deals sit in the wrong stage. Follow-up reminders pile up and get ignored. The result is a pipeline report that does not reflect reality and a sales process that depends on whoever has the best memory. SET Marketing builds CRM systems that your team actually uses because they make the job easier, not harder. Every lead tracked. Every deal visible. Every close attributable.
We match you to the right CRM for your team size, sales process, and existing tech stack, then build it out properly from day one.
Custom deal stages mapped to your actual sales process so your pipeline tells you exactly what is real and what the forecast looks like.
Automatic lead assignment rules so every new lead reaches the right person within minutes, not days.
Your CRM connects to your ad platforms, website forms, and automation so every lead source is tracked and every marketing dollar is accounted for.
We train your team on exactly how to use the system so adoption is high and the data stays clean. A CRM only works if people use it right.
Custom dashboards that show lead volume by source, pipeline value by stage, close rate, and revenue generated, updated in real time.
We review your current CRM, contact database, and sales process to understand what is working, what is broken, and what needs to be rebuilt.
We design the pipeline stages, custom fields, automation triggers, and reporting structure before touching any settings.
We configure the CRM, migrate your data, connect integrations, and test every workflow end to end.
We train your team and set up the reporting cadence so the system stays clean and useful after we hand it over.
It depends on your team and sales process. We work with HubSpot, GoHighLevel, Salesforce, and Pipedrive most frequently. We recommend the right tool for your situation on the strategy call, not the one that pays us the highest referral fee.
Yes. Data migration is included in every CRM build. We clean, de-duplicate, and organize your existing contacts before importing them into the new system.
Most CRM builds take 2 to 4 weeks from kickoff to go-live. More complex builds with custom integrations can take 4 to 8 weeks.
That depends on how it is built. We design CRM systems around how your team actually sells, not how a CRM vendor thinks you should sell. Adoption comes from making the system easier than not using it.
CRM setup at SET Marketing typically ranges from $3,000 to $10,000 depending on complexity and the number of integrations. Ongoing management is available as a monthly retainer.
Book a strategy call. We will audit your current CRM setup, show you where deals are falling through, and build the system that keeps every lead accounted for.
Book a Strategy Call