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A CRM your team actually uses, with the follow-up on autopilot.

Set up properly, connected to your channels, and automated so no lead or customer is forgotten.

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Your AI assistantAI & Automation
A glowing network of connected points above a platform

Tools we use for CRM Setup & Automation

  • HubSpot
  • Salesforce
  • Zoho
  • WhatsApp
  • Meta Ads
  • Google Ads
  • Zapier
  • Make
  • n8n
  • Looker Studio

CRM Setup & Automation, at work.

Leads from every channel landing in one pipeline and moving forward automatically.

Illustration with example figures

CRM Setup & Automation, in short

CRM setup and automation means choosing or fixing your CRM, bringing every lead and customer into one place, and automating the follow-up. We connect your website, ads, WhatsApp and email, build pipelines that match how you sell, and set up reminders, sequences and reports, so your team always knows who to call next.

What you get

  • CRM choice or clean-up of your current one
  • Pipelines, stages and fields that fit your sales
  • Website, ads, WhatsApp and email connected
  • Automated follow-ups, tasks and alerts
  • Dashboards and team training

Sound familiar?

Here’s what we change.

  1. Leads live in inboxes and spreadsheets.

    One CRM with every lead and conversation.

  2. Follow-ups depend on someone remembering.

    Automatic tasks, reminders and sequences.

  3. You can’t see which channel brings sales.

    Source tracking from first click to closed deal.

Where it pays off.

Three ways businesses use CRM Setup & Automation, by industry.

Is it right for you?

A quick check before you get in touch about CRM Setup & Automation.

A good fit if

  • Leads live in inboxes, sheets and WhatsApp
  • Follow-ups get forgotten and nobody sees the pipeline

What we’ll need from you

  • Your current lead sources and sales stages
  • Existing contact lists to import
  • A CRM you prefer, or a short call to choose one

A better choice if

Your pipeline is organised and speed of reply is the problem.

AI Sales & Lead Qualification Agents

Why IntelliMonk Labs for CRM Setup & Automation

  • 11+Years in business
  • 1,300+Projects delivered
  • 80+People in our team

  1. Designed around your team

    We set up the CRM the way your people sell, so they use it instead of working around it.

  2. WhatsApp and ads connected

    Leads from WhatsApp, Meta and Google land in the CRM with their source, ready for follow-up.

  3. Reports leaders can trust

    Clean data means real numbers on pipeline, win rates and revenue by channel.

How we work

  1. Audit

    We find the leaks.

  2. Plan

    A written scope, with dates.

  3. Build

    You see progress as we go.

  4. Test

    Every form, flow and link.

  5. Grow

    Measure, then improve.

More in AI & Automation.

See all of AI & Automation

Frequently asked questions

Can't find your answer? Ask us on WhatsApp.

Which CRM should we use?

HubSpot, Zoho, Salesforce and GoHighLevel all suit different teams and budgets. We recommend one after understanding how you sell.

Can you move our data from spreadsheets or an old CRM?

Yes. We clean, map and import your contacts, deals and history.

Will our team need training?

We include short training sessions and simple guides, so the CRM is used from day one.

Tell us what you want
to fix or build.

  1. 1Tell us what you needA few lines is enough. No brief required.
  2. 2We reply within one business dayWith questions, or clear next steps.
  3. 3Get a planA free audit or a short call, then a written scope with dates.

Start your projectAbout CRM Setup & Automation. Add a few lines and send.

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  • Reply within one business day
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  • Your details stay private

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Discuss Your Project

Tell us what you want to fix or build. We reply within one business day.

  • Reply within one business day
  • No obligation
  • Your details stay private

Sending opens WhatsApp with your message ready, so you can tap send. No WhatsApp? Your enquiry is still saved and we reply by email. We only use your details to reply. Privacy policy