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Scale · CRM Setup

CRM setup and automation for small businesses

Every lead in one place, and follow-up that happens on time.

Magnify sets up, moves and automates your CRM, so every inquiry from your website, ads and forms is captured, followed up and easy to track, in messages that sound like you.

Start with your brand

Why the Brand Matrix comes first

Follow-up only works when it sounds like you. The free Brand Matrix shows your brand type and your messaging blind spot in about 2 minutes, and the optional $299 playbook adds voice rules, so every email, text and reminder your CRM sends sounds like your team.

Start with the free Brand Matrix20 questions · About 2 minutes · Free

Stop losing leads

A CRM your team will actually use.

Leads slip through when they live in inboxes, spreadsheets and sticky notes. A CRM fixes that only when it’s set up around how your business actually sells.

We map your sales steps, set up the pipeline and fields, move your existing contacts in, connect your website and ad forms and build the follow-up that runs on its own. Then we walk your team through it.

What’s included

  • Advice on the right CRM, or setup of the one you already use
  • Pipeline stages, fields and tags that match how you sell
  • Migration from spreadsheets or another CRM
  • Website, ad and booking forms connected, so every lead lands in one place
  • Automated follow-up emails, texts and reminders in your brand voice
  • Simple views of where every lead and deal stands
  • A walkthrough so your team knows how to use it

Who it’s for

  • Businesses tracking leads in inboxes or spreadsheets
  • Teams with a CRM nobody keeps up to date
  • Owners who want follow-up to happen without chasing it
  • Marketing leaders connecting ads, website and sales in one place

CRM setup is scoped and quoted separately and is not included in the $299 playbook. Which parts Magnify delivers itself and which a specialist partner delivers is confirmed before any work begins.

Related services

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    Facebook and Instagram ads, plus Business Manager, Pixel and Conversions API setup done right.

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  • Website design

    A clear, fast website written in your brand voice and built to turn visitors into conversations.

    Explore website design

  • Video production

    Premium cinematic storytelling: interviews, testimonials, documentaries, brand films and campaigns.

    Explore video production

CRM setup FAQs

Common questions about CRM setup

Which CRM, moving your contacts, automation and cost.

We start with the CRM you already have when it fits. If you don’t have one, we recommend one that suits your size, budget and sales process, then set it up.

Yes. We map your existing fields, clean up duplicates where we can and import your contacts and their history where the old system allows it, then check the result with you.

Common examples: an instant reply when a form comes in, reminders for your team, follow-up emails and texts, appointment reminders and moving deals between stages. We automate what saves your team time and keep a person in the loop where it matters.

CRM setup is scoped and quoted, based on how many pipelines, forms, automations and contacts are involved, so you know the price before work begins.

It isn’t required. It helps your follow-up sound like you, and the $299 playbook adds voice rules your team can reuse in every email and text.

Next step

Ready to stop losing leads?

Start with the free Brand Matrix, or tell us where your leads live today. We’ll scope the CRM setup around how you sell.

Start with the free Brand MatrixTalk with Magnify