CRM Setup.
HubSpot, Pipedrive, Notion, Airtable — done properly.
At a glance
Timeline
2–6 weeks
Focus
Automation
Format
Sprint / retainer
Investment
Builds from €2.2k. Ongoing ops from €640/mo.
120+
Creative teams served
94%
Retention past year one
24h
Reply on every inquiry
4.9/5
Average client rating
The approach
Built around outcomes.
A CRM configured around your actual sales motion — not a generic template.
Part of our wider Automation & CRM practice — strategy, execution and reporting in one calm system.
Honesty first
Is crm setup a fit for you?
We'd rather say no upfront than take a project that won't move the needle. Here's how we decide.
A great fit if…
- You want single source of truth within a defined timeline, not "someday."
- You're ready to invest in crm setup as a real growth lever, not a side experiment.
- You value senior practitioners and direct communication over big-agency layers.
- You can share context, feedback and decisions inside a week — momentum matters.
Not a fit if…
- You need the cheapest possible option — we're mid-market, not bargain-basement.
- You want crm setup without any input from your side — we work as a partner, not a vending machine.
- You need results this week — real work compounds over 60–90 days.
- You're not ready to measure outcomes and adjust based on data.
What you get
Deliverables
- Pipeline design01
- Field & stage setup02
- Migration03
- Training04
Outcomes
What changes
Single source of truth
Cleaner pipeline
Better forecasting
How it works
From kickoff to compounding results.
Map
We align on goals, audience and the path to ROI.
Build
We design and ship the work — fast, then refined.
Launch
We go live with tracking and a clear baseline.
Grow
We optimise weekly against the metrics that matter.
Why us
CreativeFlow vs. a typical automation & crm agency.
Same category, very different experience. Here's what changes when you work with us on crm setup.
Pairs with
What works well alongside crm setup.
Funnel Builds
End-to-end funnels: ad → page → CRM → call.
Both services cover design and pipeline.
Explore service →Lead Generation
Full-funnel lead gen across paid, organic and outbound.
Both services cover design and pipeline.
Explore service →Reporting Dashboards
One dashboard that answers 'how are we doing?'
Both services cover pipeline and truth.
Explore service →Client stories
Real work. Real results.
"They felt like an extension of our studio from week one. The crm setup work paid for itself inside a quarter."
Maya Reyes
Founder, Northbound Studio
+38%
Qualified inbound
3×
Faster turnaround
"We brought them in for crm setup and saw measurable ROI within 60 days. No fluff — just senior people who get business pressure."
James Chen
CMO, Vantage Labs
+52%
Lead conversion
−30%
Cost per acquisition
FAQ
Everything you'd ask on a first call.
Specific to crm setup. Still missing something? Ask below.
8 questions answered
Still have questions?
Get a tailored crm setup quote — no decks, no pressure.
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Get a quote
Tell us about your crm setup project.
A senior team responds within one business day with next steps — no auto-replies, no pitch deck.
- Reply within 24h
- No pitch, no pressure
- Written scope before anything starts