Bargaon
Contact
Systems & Automation / Service

A CRM set up around how you actually sell.

Zoho CRM or HubSpot configured for your process: every lead captured with its source, clear pipeline stages, reminders for follow-up and simple reports that marketing and sales both trust.

Get a free review What's included
01 / CAPTURE Every lead in one place
02 / PIPELINE Clear stages and owners
03 / REPORTS From source to sale
Free enquiry

Request a free CRM review

Tell us how leads reach you and which CRM you use, if any. We will reply with where leads are being lost.

Common problems

Signs you need this

04 signs to look for
▪ TRACKING 01

Leads live in inboxes and spreadsheets

Enquiries from the website, WhatsApp and calls are copied around by hand.

Root cause: No CRM process
▪ PIPELINE 02

Nobody knows the status of a deal

You have to ask someone to find out where an opportunity stands.

Root cause: No pipeline stages
▪ ADOPTION 03

The team works around the CRM

The CRM exists, but data is incomplete and people keep their own lists.

Root cause: Poor setup
▪ SOURCE 04

You cannot tell which channel brings sales

Lead source is not recorded, so marketing spend cannot be judged by revenue.

Root cause: Missing attribution
Specialist services

Services within CRM.

Choose one area to start with, or combine them in one plan.

CRM 01 HubSpot HubSpot CRM set up for your pipeline, lead sources, campaigns and reporting. Explore CRM 02 Zoho Zoho CRM configured for your pipeline, lead sources, follow-up and reports. Explore
Scope

What's included.

The usual scope. After the free review we agree the exact work in writing, so you only pay for what you need.

Process mapping

How leads arrive, who handles them and what happens at each step.

CRM selection or review

Zoho, HubSpot or your current CRM, chosen based on process, team size and budget.

Pipeline and fields

Stages, required fields, lead sources and views designed for your sales process.

Lead capture

Website forms, landing pages and other sources connected to the CRM with source data.

Data import

Contacts and deals moved from spreadsheets or another CRM, with duplicates cleaned.

Dashboards and training

Simple reports for leads and pipeline, and short training for the team.

Deliverables

What you get.

Deliverable01 / 04

Process map

Your lead-to-customer process on one page.

Output: Process map
Deliverable02 / 04

Configured CRM

Pipeline, fields, users and permissions set up.

Output: Working CRM
Deliverable03 / 04

Connected lead sources

Forms and other channels sending leads with source details.

Output: Connected forms
Deliverable04 / 04

Dashboards and guide

Reports for leads and pipeline, plus a short team guide.

Output: Dashboards
Process

How the work runs.

  1. STAGE 01 Discovery

    01 Map

    We map how leads arrive, who handles them and where data is kept today, and review any current CRM.

    Output: Process map
  2. STAGE 02 Foundation

    02 Align

    We agree the CRM, pipeline stages, required fields and lead sources that match how you sell.

    Output: CRM design
  3. STAGE 03 Execution

    03 Build

    We set up the CRM, connect website forms and other sources, and import and clean your data.

    Output: Working CRM
  4. STAGE 04 Iteration

    04 Improve

    We train the team, check data quality and dashboards, and fix whatever gets in the way of daily use.

    Output: Dashboards and team guide
Ways to work with us

Start small or go all in.

Pricing depends on scope, so we agree it in writing after the free review. These are the three usual ways to start.

Model 01 Start here

One-time audit

A full review of the area you choose, with a written, prioritised list of what to fix and why.

Best whenYou want clarity before committing to a bigger project.

Discuss this
Model 02 Build

Fixed-scope project

A defined piece of work, such as a new website, a CRM setup or an SEO foundation, with deliverables and timeline agreed in writing.

Best whenYou already know what needs to be built or fixed.

Discuss this
Model 03 Run and improve

Ongoing support

Monthly work on SEO, content, campaigns or CRM, with regular reviews and reporting tied to enquiries and sales.

Best whenYou want a team that keeps improving results over time.

Discuss this
Part of one system

How this connects to the rest.

CRM works best when it shares the same plan and data as the rest of your marketing.

FOUNDATION Strategy & Brand Direction Defines who you target and what you say, so campaigns, pages and sales start from the same message. Explore ACQUISITION Demand & Growth Marketing Brings the right visitors through search, AI answers, content, social and paid campaigns. Explore CONVERSION Websites & Digital Experience Turns visitors into enquiries and orders with clear pages, fast load times and simple forms. Explore
Who it is for

Is this a fit for you?

For teams that get enquiries and want every one handled properly.

Businesses moving from spreadsheets to a first CRM

You need a setup that fits how you work, without paying for features you will not use.

Teams with a CRM nobody uses properly

The CRM exists, but data is messy and the team does not trust it.

Companies switching CRMs

You are moving between tools and want data and process to come across cleanly.

Platforms

Tools we work with

We start with what you already use
  • [ Zoho CRM ]
  • [ HubSpot CRM ]
  • [ Zoho Forms ]
  • [ Make.com ]
  • [ Zapier ]
  • [ Google Workspace ]
  • [ WhatsApp Business ]
Learn and try

Related guides and free tools

CRM12 min read HubSpot CRM: Design the Data Model Before Building the Dashboard Make lifecycle stages, identity, intake and ownership trustworthy. Read guide CRM12 min read Lead Management & Sales Handoffs: Stop Losing Meaning Between Teams Move valid requests into accountable work without losing their meaning. Read guide CRM12 min read Revenue Operations: Align the Revenue Model Before the Dashboards Align commercial definitions, handoffs and revenue decisions. Read guide
Free tools
Free tool Open → Marketing ROI calculator Work out cost per lead, cost per sale and return on your marketing spend. Free tool Open → UTM link builder Build consistent campaign links so every visit and lead shows its real source.
FAQ

Questions about CRM.

01 Zoho or HubSpot: which is better for us?

Both are good. HubSpot is easy to adopt and strong for marketing. Zoho is flexible and cost-effective as you grow. We recommend based on your process, team and budget, and work with what you already have where it makes sense.

02 Can we start on a free plan?

Often yes. Free plans of Zoho CRM and HubSpot are enough for many small teams to capture and follow up leads properly. Upgrade only when a specific feature is needed.

03 Can you move our existing data?

Yes. We import contacts and deals from spreadsheets or another CRM, clean duplicates and map fields before go-live.

04 How do we get the team to use it?

Keep it simple, make it match how people already work, and show them what they get from it. We include short training and a written guide.

05 Who owns the CRM account?

You do. Everything is set up in your account and documented.

Free review

Ready to make sure every lead is followed up?

Tell us how enquiries reach you today. We will reply with where leads are slipping and what to fix first.

Start a conversation Back to Systems & Automation
Free review, no obligation Get free audit