A CRM That Your Team Actually Uses — Set Up Right From Day One
We configure, customise, and implement your CRM around the way your business actually sells — so your pipeline is visible, your follow-ups happen, and nothing falls through the cracks.
- Who is Imperial Digital HQ
Your CRM Should Run Your Sales Process. Not Sit There Looking Expensive.
Most businesses already have a CRM. They just have one nobody uses.
The pipeline is outdated. The data is three months behind. The team logs things when they remember — which is not often — and the owner has no real idea where deals actually stand. So decisions get made on gut feel, follow-ups get missed, and leads that cost money to generate quietly disappear because no one circled back.
The problem is never the software. It is the setup. A CRM configured around your actual sales process — your stages, your language, your deal structure, your follow-up logic — is a tool your team will open every morning. One that is not is just an expensive contact list that makes you feel organised without actually being organised.
We come in, learn how you sell, and build the system around that. Pipeline stages, automations, integrations, dashboards, data migration, team training — everything. You get a working sales system handed over in two weeks, ready to use from day one.
A Sales System Built Around
How You Actually Sell
Every pipeline stage, automation, and data field configured to your specific sales process — not a generic out-of-the-box template your team will abandon in a month.
Not sure which CRM is right for your business or what your current setup is missing? Book a free discovery call and we will assess your situation and outline exactly what needs to be built.
Book a Free CallThis Is For You If
Leads Are Slipping Through the Cracks
We set up CRMs for businesses at every stage — from first-time implementers to teams stuck with a system nobody is actually using.
Not sure if your current setup can be saved or needs a full rebuild? Book a free discovery call and we will audit what you have and tell you exactly what it needs.
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01.
Discovery and Sales Process Mapping
We start by understanding how your business actually sells — your lead sources, your pipeline stages, your deal cycle, your team structure, and how you currently track everything. This is the foundation everything else is built on.
02.
Platform Selection and Account Setup
If you do not yet have a CRM, we help you select the right platform for your business size, budget, and use case. If you already have one, we audit your current setup and identify what needs to be rebuilt or reconfigured.
03.
Pipeline and Data Structure Configuration
We build your pipeline stages, deal properties, contact fields, company records, and custom data points — configured specifically around the information your team needs to track and the decisions they need to make.
04.
Automations and Workflow Setup
We set up your automated follow-up sequences, task assignments, deal stage triggers, notification rules, and any integrations with your email, calendar, or other tools. The goal is a system that keeps your team on track without requiring manual effort to maintain.
05.
Team Training and Handover
We walk your team through the system — how to log activity, how to move deals through the pipeline, how to read their dashboards, and how to get the most out of the automations we have built. You get full documentation so nothing lives only in someone's memory.
We Build Systems Your
Team Will Actually Use
A CRM is only as good as adoption. We configure for simplicity, train for consistency, and hand over a system that works on day one — not one that collects dust after week two.
Want to know how we would configure a CRM around your specific sales process? Book a free discovery call and we will map it out together.
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From a Broken Spreadsheet to
A Pipeline They Could Trust
A professional services firm with a six-person sales team had been running their pipeline in a shared spreadsheet for three years. Deals were getting lost between reps, follow-ups were inconsistent, and the owner had no reliable way to forecast revenue. They had a HubSpot account they had paid for and never properly configured. We audited what was there, scrapped the unusable setup, and rebuilt from scratch — mapped their actual sales stages, imported three years of contact data, built automated follow-up sequences for each pipeline stage, and integrated with their email and calendar. Within 30 days, every rep was logging consistently and the owner had a live forecast dashboard for the first time.
CRM Setup Questions, Answered Honestly.
We work with HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, and Monday.com, among others. If you already have a platform, we work in it. If you are starting fresh, we help you choose the right one for your business.
We can do both. If you already have a CRM that is not being used effectively, we audit and rebuild your setup. If you are starting from scratch, we assess your needs and recommend the right platform before we begin configuration.
Most CRM implementations are completed within two to three weeks from kickoff, depending on the complexity of your pipeline, the number of users, and the integrations required. More complex builds with multiple pipelines or advanced automations may take longer.
Adoption is one of the biggest failure points in CRM implementation — which is why we build training into every engagement. We configure the system to be as simple as possible for your team to use, walk them through it live, and provide documentation they can reference after we hand over.
Yes. Data migration is included where needed. We import your existing contacts, companies, and deal history so your team is not starting from a blank system on day one.
Yes. We offer ongoing support and optimisation for clients who need it — adding new pipelines, adjusting automations, expanding integrations, or training new team members as the business grows. Ask about this on your discovery call.
Ready to Run Your Sales Process From a System That Actually Works?
Book a free 30-minute discovery call. Tell us about your current setup — or lack of one — and we will outline exactly how we would build your CRM around your business.