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CRM implementation services
CRM implementation services that end with a CRM your reps trust
We set up or migrate your CRM, move the data across cleanly, and build the routing, deduplication and automation around it so it stays clean after launch. HubSpot, Salesforce, Zoho, Pipedrive or Attio. One team does the setup and the automation, so nothing gets lost between a consultant and a developer.
Book a free audit call
Free 30-min call. No pitch, no slides.
A single focused workflow is low four figures.
Built for a sample of 40+ named companies. See the client list.
Quick answer
AY Automate delivers CRM implementation services: CRM setup, data migration between CRMs, lead routing, deduplication and workflow automation on HubSpot, Salesforce, Zoho, Pipedrive and Attio. Typical timeline: single CRM setups in about 2 to 4 weeks; migrations with integrations typically 4 to 8 weeks. A single focused workflow is low four figures.
Trusted by teams at
What it is
What CRM implementation services include
CRM implementation services cover four jobs: configuring the CRM around how you actually sell, migrating records from the old system or spreadsheets, connecting the tools that feed it, and automating the upkeep so the data stays usable. Most projects fail on the fourth job, not the first three.
A CRM nobody maintains becomes a CRM nobody trusts. The same person gets added twice from a web form, a list import and a rep typing by hand. Nobody merges the duplicates because it is nobody's job. Two reps work the same account without knowing it, a new lead sits unrouted for days, and reps go back to private spreadsheets. It is an ownership problem more than a software problem.
So we build the ownership into the system. Stages and the fields reps must fill become dropdowns instead of free text. Duplicates are blocked at entry and merged on a schedule. Deals with no activity get flagged. One named person gets a short weekly digest instead of a cleanup project every quarter.
CRM platforms we implement
Each platform has its own page with what we build on it and how the work runs.
HubSpot implementation and onboarding
HubSpot CRM setup, migration from another CRM, and workflows your reps actually use.
Salesforce implementation and automation
Salesforce setup, data migration, flows and managed upkeep for sales teams.
Zoho CRM implementation
Zoho CRM configuration, Deluge automation and integrations with the rest of Zoho One.
Pipedrive consultants
Pipedrive pipelines, automations and integrations for small sales teams.
Attio CRM setup
Attio workspaces, data model and automations. Attio is the CRM we run AY on.
Comparing options before you commit? Read our comparison of the best CRM consultants.
Fit check
Is this the right fit?
Where this wins
Teams moving to a new CRM
A HubSpot migration, a move to Salesforce, or leaving spreadsheets behind. We map fields first, run a dry run on a copy, and only then move live records.
Teams whose CRM already drifted
The CRM is live but full of duplicates, stalled deals and free-text stages. We clean it once and automate the weekly check so it does not drift back.
Sales teams of roughly 10 to 80 people without a RevOps hire
Nobody owns the data by default. We give one person a weekly slot and the tooling to make it a 15 minute job.
When NOT to use this
- You have not chosen how you sell yet. Define the pipeline stages first, or the CRM will encode guesses.
- You want a CRM picked for you with no say from the sales team. Reps who were not asked will not use it, whatever we build.
- Your main need is Salesforce or HubSpot licensing and admin seats. We implement and automate, we do not resell licences.
How it works
How a CRM implementation runs
We start from how a deal moves today and design the CRM around it, then move the data, then automate the upkeep. Live records are touched only after a dry run passes.
- 01
Sales process mapping
Week 1Trace one lead from first touch to closed deal with the people who work it. Agree the stages, the required fields and who owns what.
DeliverablePipeline and field spec signed off by sales
- 02
Configuration
Week 1 to 2Objects, stages, dropdown fields, permissions and views set up in the CRM you chose.
DeliverableConfigured CRM in a sandbox or test workspace
- 03
Migration with a dry run
Week 2 to 4Field mapping, deduplication and a full test import on a copy, with counts reconciled against the source before the live move.
DeliverableMigrated records and a reconciliation report
- 04
Routing and automation
Week 3 to 6Lead routing, scoring, task creation and integrations with your forms, email and outbound tools, built on the CRM's own workflows or n8n.
DeliverableLive routing and automation with logs
- 05
Hygiene and handover
Weekly job for duplicates, deals with no activity in 14 days and deals stuck in one stage, posted as a digest to one owner. Then training and a runbook.
DeliverableHygiene automation, runbook and a working session
Typical timeline
Single CRM setups in about 2 to 4 weeks; migrations with integrations typically 4 to 8 weeks
Stack we build with
HubSpot · Salesforce · Zoho CRM · Pipedrive · Attio · n8n · Slack · PostgreSQL
Planning a CRM migration?
Bring the old system and the new one. We tell you how the field mapping, the dry run and the cutover would work for your data.
Tell us which CRM you are moving to
Bring the old system and the new one. In 30 minutes we map the migration, the routing and the weekly upkeep.
Related
- Lead qualification workflow
Scoring and routing inside HubSpot or Salesforce.
- AI automation for RevOps
Clean data, routing and forecasting inputs.
- GTM engineering agency
Signal-based outbound feeding the CRM.
Use cases
CRM work we take on most often
HubSpot migration
Moving from another CRM or spreadsheets into HubSpot with fields mapped and duplicates merged first.
Salesforce cleanup and automation
An existing org simplified, flows rebuilt and lead assignment rules that match the current team.
CRM migration services between platforms
Zoho, Pipedrive or Attio moves with history, owners and associations kept intact.
Lead routing
New leads assigned in minutes by territory, size or score, with every decision logged.
Outbound to CRM sync
Replies from Instantly or HeyReach logged against the right contact and deal automatically.
Weekly hygiene digest
Duplicates, stalled deals and missing fields reported to one owner every week.
First 30 days
What your first 30 days look like
A signed-off pipeline design, a tested migration and the first automation running.
Week 1
Process mapped
Stages, required fields and ownership agreed with the people who sell.
Week 2
CRM configured
The new setup built in a sandbox so the team can click through it before go-live.
Week 3
Dry-run migration
A full test import on a copy, with record counts and duplicates reconciled.
Day 30
Live with routing
Records moved, new leads routed automatically, and the first weekly hygiene digest sent.
Scope
Scope and exclusions
In scope
- Pipeline, stage and field design with the sales team
- Data migration from your old CRM or spreadsheets, with a dry run and a reconciliation report
- Deduplication rules at entry plus a scheduled merge job
- Lead routing and scoring with logged decisions
- Integrations with forms, email, outbound and billing tools
- A weekly hygiene digest for one named owner
Not in scope
- Reselling CRM licences or seats
- Buying contact data on your behalf
- Promising adoption without the sales team in the room
- Custom CRM software built from scratch
Results
Results from CRM and sales automation work
Achieved results only. Clients that have not agreed to be named are described instead.
Agents do pre-call research, update the CRM and score leads automatically. Research time per prospect dropped and the sales team's conversion rate went up.
Every inquiry is scored and followed up automatically in the right language, and the full journey from inquiry to treatment is tracked in one place.
Meetings are recorded and turned into text automatically, documents are read and filed without re-typing, and client updates reach the right notary the moment they happen.
Pricing
How this is priced
We do not sell fixed packages sight unseen. The number depends on how many systems the work touches, and the audit call tells you that number before you commit to anything.
Single workflow
Low four figures
One focused workflow live in one to two weeks, with error handling, retries and monitoring built in from day one.
Full system
Scoped after an audit call
AI steps, monitoring and integrations across several systems, typically four to eight weeks. No template price, because scope drives the cost.
Embedded engineer
From $60,000/year
A dedicated engineer building and maintaining the work inside your team, instead of a scoped project.
Next step
Get a CRM your team keeps clean
Book a free audit call. You leave with a plan for setup, migration and the weekly upkeep, whether or not you hire us.
Book a free audit callBook a free audit call
Free 30-min call. No pitch, no slides.
Book a free audit call
Tell us where your CRM breaks
A 30 minute call. We look at your pipeline, your data and the tools that feed it, and tell you whether you need a setup, a migration or just the upkeep automated.
Book a 30min Free Strategy Call
In this call, we'll walk through your project scope, timeline, and goals - so we can both check if we're a fit. No obligation, no slide deck, just a working session.
Don't want a call? Email walid@ayautomate.com
Opportunity Map
Implementation Path
Fast Follow-Up
“The team is super fast - sometimes we had to slow them down. We managed to scale the company without investing into hiring.”
Elie Salame
COO, Adstronaut.io
Video Call
Phone Call
In-Person
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Walid Boulanouar
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This call is for teams ready to move. If that's you, pick a time.
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Recommended services
CRM hygiene automation workflow
The weekly n8n job that dedupes, flags stalled deals and posts a Slack digest.
Lead qualification workflow
Capture, score and route inbound leads inside HubSpot or Salesforce.
GTM engineering agency
Done-for-you signal-based outbound: we build and run the system.
AI Automation for RevOps
Clean CRM data, routing, scoring and forecasting inputs that run without manual upkeep.
Hire a GTM Engineer
An embedded engineer who builds signals, enrichment and outbound systems.
n8n Automation Agency
We build, self-host and maintain n8n workflows you own outright.
FAQ
CRM implementation questions
What are CRM implementation services?+
CRM implementation services are the work of setting up a CRM around your sales process, migrating your existing data into it, connecting the tools that feed it and automating the upkeep. We cover all four, on HubSpot, Salesforce, Zoho, Pipedrive and Attio.
How long does a CRM implementation take?+
A single CRM setup with clean data usually takes about 2 to 4 weeks. A migration from another CRM with integrations and routing typically takes 4 to 8 weeks. The mapping call in week one tells you which one you are looking at.
How do you handle a HubSpot or Salesforce migration without losing data?+
We map every field, run a full test import on a copy, and reconcile record counts, owners and associations against the source before touching live records. The old system stays read-only until the team signs off.
What does CRM implementation cost?+
A single focused workflow is low four figures. A full implementation with migration and integrations is scoped after an audit call, because the number of systems and records drives the cost. An embedded engineer starts from $60,000/year.
Are you a certified HubSpot or Salesforce partner?+
No, and we do not claim to be. We are an automation and engineering team that implements and automates these CRMs. If a certified partner tier is a hard requirement for your procurement, tell us on the call and we will say so plainly.
Which CRM should we choose?+
It depends on team size, how complex your deals are and what else you run. We use Attio ourselves. On the call we compare the options against your process and recommend one, including when the right answer is to keep the CRM you have.