CRM Setup and Configuration

Overview

A CRM is only valuable if it is set up correctly and actually used. BradTech configures CRM systems that match how your business actually works — not a generic out-of-the-box setup.

Platforms We Work With

• Zoho CRM — preferred for growing businesses needing deep customization and automation
• Pipedrive — preferred for sales-focused teams needing a simple, visual pipeline
• Other platforms evaluated on a case-by-case basis

What Is Included

• CRM account setup and initial configuration
• Custom field and module design
• Pipeline stage definition
• User roles and permissions
• Integration with website lead capture forms
• Integration with email and communication tools
• Data import (existing contacts, leads)
• Team training and documentation

Our Approach