Service
CRM Setup
A CRM that matches how you actually sell: pipeline, fields, routing, reporting and the lifecycle flows around the customer, set up in the system you already use.
CRM setup
From scattered leads to one pipeline
Scroll to watch contacts land in a pipeline, get routed, trigger lifecycle flows and roll up into reporting.
Leads everywhere
In inboxes, sheets and notes. Nobody sees the whole picture.
- Leads everywhere
- A pipeline takes shape
- Routing and tasks
- Lifecycle flows
- Reporting against goals
Leads everywhere
In inboxes, sheets and notes. Nobody sees the whole picture.
A pipeline takes shape
Stages that match how you actually sell, with every contact in one place.
Routing and tasks
New contacts go to the right person, with the next task already created.
Lifecycle flows
Moving a contact forward triggers the right follow-up, automatically.
Reporting against goals
Progress towards your goal is visible without building a report by hand.
An illustration of a typical setup. The cards are placeholders, not real contacts.
You need this when
- The CRM is a contact list, not a picture of the pipeline.
- Leads sit unworked for days.
- Nobody trusts the reports.
What you get
- Pipeline, properties and permissions designed around your process.
- Lead intake, routing and task creation.
- Customer management and lifecycle flows around the customer.
- Reporting against your goals.
- Written handover.
Stack
- HubSpot
- GoHighLevel
- Pipedrive
- Attio
A real build
CRM, customer management and lifecycle flows for a Reformer Pilates studio in Berlin-Mitte, and a HubSpot KPI-versus-goal dashboard for a B2B SaaS team.
Tell us which process hurts most
We reply within one business day, with questions rather than a pitch. If it is not a fit, we say so.
Email us: jonathan.schlick@laneops.de