CRM setup doesn't mean “buy a system and get started.” It means understanding what your business needs, structuring processes, configuring tools correctly, migrating data cleanly — and taking along the people who should work with them. A clean setup saves time, increases data quality and lays the foundation for automated workflows, smart sales processes and effective inbound marketing. It is the operational part of your digitization strategy — and an indispensable component of your digital transformation.
If you fill your CRM without clear data logic, you'll create problems before the system even runs. We structure your data, clean up inventories and migrate your contacts so that your new CRM is actually usable.
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Your CRM is not an isolated solution. It is only through the right interfaces to email marketing, ERP or website tracking that a system is created that works, informs and reacts automatically — and relieves your team.
Most people only use their CRM as a collection of contacts. You can use it to segment, personalize, and automate — from the first email to closing a customer. We'll show you how to use your CRM as a real growth lever.
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This page deliberately focuses on operational setup and technical implementation of your CRM-System:
The focus is on data structure, interfaces, tool selection, user roles and automations — including specific recommendations on how to set up and optimally use systems such as Hubspot, Pipedrive or Klaviyo.
On the other hand, if you are with the deals with the overarching issueHow to build long-term customer relationships, use CRM as a management tool and strategically align your organization with the customer, then you will find the right perspective in our expertise on Customer relationship management.
Both sides complement each other — but they answer different questions.
A CRM system is at the heart of your sales And yours Inbound marketing, it can do a lot of things — but not everything automatically.
For it to really help you, you need a clear structure and three things that go hand in hand:
You need a central, uniform data model.
Who is allowed to see what? Which fields are mandatory? What does the life cycle of a lead, customer or partner look like for you in practice?
Without this logic, data silos and confusion arise — the opposite of CRM.
Not every CRM is right for every company.
We analyse your tech stack, your use case and your existing IT landscape — and help you choose or optimize a system that really suits you.
Our experience shows that you often don't need a new system. You just have to Make better use of your existing.
Klaviyo For example, many companies already have CRM-related functions, particularly in the areas of behavioral data, segmentation and marketing automation.
The important thing is: the right interfaces, the right setup — and a clear understanding of the role of CRM in the overall process.
Modern CRM systems can do more than manage names and numbers.
They analyze behavior: Does someone open your emails? Does he click on specific topics? Does he visit certain pages more often than others?
This behavioral scoring data is worth its weight in gold — if you can use it.
We help you to map this logic in CRM, set automated triggers and use them to develop smart workflows that provide real signals to your sales department.
For many SMEs, we recommend systems that fit the company philosophy and existing processes, such as Hubspot, Pipedrive or Zoho. As a marketing CRM, Klaviyo already has many CRM functions — especially for segmentation, automation and lead maintenance. In combination with a real sales CRM, this becomes a powerful overall solution.
With a clear structure, the setup is possible in just a few days. It is important to clarify processes in advance, to clean up duplicates and to set up interfaces (e.g. to mail tools such as Klaviyo) cleanly. We will guide you step by step.
A CRM simply has to work and save time — not mean additional effort. We involve your team early on, identify quick wins and rely on intuitive systems. In this way, CRM is not perceived as a control but as an aid.
The result: frustration, lost time, bad data and a CRM that “is there” but not alive.
We don't come from the tool corner — we come from practice.
Our team consists of entrepreneurs, CRM project managers, tech architects, and people with a real understanding of customer processes, funnel logic, and system integration.
We understand your business. We think strategically. And we implement it operationally.
