CRM consulting and implementation
We choose and set up the CRM that fits your sales process, with the fields, stages and reports your team needs.
Say Hi to Automation
CRM Implementation Services
We implement your CRM and automate lead follow-up, from the first form to the closed sale. Your team knows who to call, when and what to say, without relying on anyone’s memory.
The service
CRM and sales automation for your sales team
A CRM only works if your team uses it. We configure it around the way your team actually sells.
Automation workflows
Workflows that send emails, WhatsApp messages and tasks when a prospect takes action. Fewer repetitive tasks and fewer forgotten leads.
Training and support
We train your team with a clear follow-up protocol, so the CRM is used every day, well beyond the first month.
How it gets done
How we implement your CRM and automation
Process first, software second. This is how we organize your sales follow-up.
Your real sales process
We map how a lead comes in, who handles it and where it gets lost between the form and the sale. Then we automate the steps that depend on someone remembering.
Your real sales process
We map how a lead comes in, who handles it and where it gets lost between the form and the sale. Then we automate the steps that depend on someone remembering.
Stages that move on their own
Alerts, assignments, tasks and messages triggered when a prospect fills out a form, opens an email or stops replying.
Everything connected
Fields, pipelines and reports in your CRM, integrated with your website, your Google Ads and Meta Ads campaigns, your forms and WhatsApp.
Who does what with each lead
A follow-up protocol for your sales team: who responds, how fast and what happens if the lead does not answer.
CRM
No lead gets stuck in the inbox.
Pipelines and workflows that alert, assign and trigger the next step. Your team works from a clear queue every day.
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Why choose Hiweb as your CRM consultant?
A partner who understands sales as well as software.
Book a diagnostic
20+
brands in Mexico and abroad
6+
years of experience
The service
What our CRM implementation services include
We organize your sales process so no lead gets lost and you know which campaign brings customers. Scope and pricing are defined with you.
What you get
- Review of your sales process
- CRM implementation and setup
- Automated follow-up workflows
- Training and support for your team
A good fit if
- Leads get lost between WhatsApp, email and spreadsheets
- You do not know which campaign brings customers
- Your sales team is growing
What shapes the quote
- The CRM you choose
- Team size
- Integrations and number of workflows (the license is paid separately to the vendor)
Pair it with Google Ads and Meta Ads to see which campaign brings customers, and with web development so every form goes straight into your CRM.
CRM by industry
Every industry sells differently. Here is what changes in your CRM.
How we work
How we work: our CRM implementation process
From diagnostic to a system your team actually uses every day.
Process diagnostic
We map how your leads come in, get nurtured and close today.
Selection and implementation
We choose and set up the CRM, with integrations to your website, campaigns and forms.
Automation
Emails, WhatsApp messages and tasks are triggered by each prospect’s behavior.
Training
Your sales team runs the system with a clear follow-up protocol.
Optimization
We refine workflows and reports with real funnel data.
FAQ
CRM implementation FAQ
A CRM is a system that keeps all your prospect and customer information in one place: contact details, conversations, quotes and buying stage. It helps your team follow up with every lead on time and shows how many sales are in the pipeline.
Next step
How many leads are you losing between the form and the sale?
Tell us how a lead reaches your team today. We show you where it gets lost and what to automate first.
Book your audit