OLA RIS
+420 774 209 697

CRM implementation: setup, integrations, sales automation and analytics

What we do with CRM

CRM implementation

We pick the CRM that fits your business and set it up from scratch — pipelines, roles, fields and automations tailored to how you actually sell.

Integrations

We connect your CRM to your website, telephony, email, messengers, e-commerce, ERP and e-invoicing — so every lead and order lands in one place automatically.

Sales automation

Automated funnels, task reminders, lead routing and follow-ups — your managers stop losing deals and spend their time selling, not on routine.

Customization

We adapt the CRM to your processes and build custom fields, modules and workflows that off-the-shelf systems don't cover.

Analytics and dashboards

Clear dashboards, sales forecasts and KPI reports — you see your whole pipeline and team performance in real time.

Data migration

We move your data from spreadsheets or an old CRM safely, without losing history or creating duplicates.

Support and training

We onboard your team with guides and training, and stay available for ongoing support as your processes evolve.

Implementation stages

01

Audit and discovery

We study how your sales actually work: your funnel, lead sources, tools, team roles and goals. From this we shape a clear vision of the CRM you need.

02

CRM selection and plan

We help you choose the right platform (HubSpot, Pipedrive, Zoho, Salesforce or a custom solution), design your pipelines, roles and fields, and write a clear implementation plan.

03

Setup and customization

We configure the CRM core — pipelines, stages, fields, roles and access — and build the custom modules and automations that match your processes.

04

Integrations

We connect the CRM to your website, telephony, email, messengers, e-commerce, ERP and e-invoicing, so every lead and order lands in one place automatically.

05

Data migration and testing

We migrate your data from spreadsheets or an old system without losing history, then test every workflow and fix any issues before go-live.

06

Training and launch

We onboard your team with guides and training, launch the CRM, and stay available for support and ongoing optimisation.

Our goal

A CRM your team actually uses every day — one that turns leads into deals and gives you full visibility of sales.

Get in touch to start your project!