Process & system choice
Map how an enquiry becomes a customer. Choose the fields, stages and platform features the team actually needs.
CRM Setup & Implementation
A CRM your team can actually use.
Get your contacts, pipelines, forms and follow-up working together. LOKAL sets up your CRM around the way your marketing and sales teams work.
Book a 30-minute consultationWhat we can take off your list.
We agree the systems, responsibilities and deliverables before starting. Here is the work we can include.
Pipelines & records
Configure contacts, companies, deals, required fields, permissions and views. Keep definitions consistent between marketing and sales.
Capture & assignment
Connect agreed forms and inboxes, record enquiry sources and assign leads to the right person or location.
Training & launch
Test representative customer journeys, train the people using the system and document everyday administration.
Example workflow
Before
Enquiries arrive in several inboxes. Salespeople keep their own spreadsheets.
After
New enquiries enter one agreed process, with an owner, a stage and a next action.
An illustration of the work we can scope, not a measured client result.
Know what you’re getting.
Your proposal names the work, timeline, fees and software costs. Testing and handover are part of the plan.
- Process and field map
- Configured pipelines, roles and views
- Agreed form connections and assignment rules
- Launch checks, training and administration guide
Understand the setup
Review the live system, sample records and the people doing the work.
Build and check
Make the agreed changes and test the normal journey as well as exceptions.
Put it into use
Train the team, document ownership and agree any ongoing support.
Our AI experience, in daily use
We built an AI operating system.
Then put our agency on it.
LOKI is our Company OS.
It connects our client knowledge, CRM, projects and marketing data so our team can research, build, report and manage accounts from the same working context.
Meet LOKI ↗Knows the account
Brings together client documents, meeting notes, past decisions and project context. The team can pick up the work without starting from scratch.
Works across the tools
Connects CRM records, Google Workspace, Basecamp and marketing analytics. A question can become a report, a task or an update in the system.
Puts AI to work
Connects models including Claude, OpenAI and Grok to useful business tools. We choose the model and workflow around the task, with access and review built in.
One example: a new website enquiry
- CaptureThe form records the enquiry and its source.
- ConnectLOKI passes the validated information into the CRM workflow.
- UpdateThe lead is created or updated, matching by email.
Founder credential
Claude Certified Architect
Foundations
That experience goes into your build.
We can bring the same approach to your customer data, account workflows and internal tools—with n8n, Zapier, custom integrations and AI where it helps.
Explore custom AI builds ↗Connect the next piece.
Choose another service when the work needs it. You can also bring us in for one defined project.
Before we start.
Should we use HubSpot, GoHighLevel or a custom CRM?
Start with your process, users, integrations and budget. We can configure HubSpot or GoHighLevel, or scope a custom CRM when the requirements justify it. We have built our own CRM; we still assess whether existing software can do the job first.
How long does a CRM implementation take?
The timeline depends on the records to import, pipelines, integrations and decisions your team needs to make. We agree the sequence and launch date after discovery, including time for testing and training.
Can we start with one team or location?
Yes. A pilot lets us test fields, ownership and follow-up with one team before expanding. Shared settings and local differences are documented for the rollout.
How much does CRM setup or cleanup cost?
LOKAL scopes the work after reviewing your current system, data and priorities. The proposal separates implementation fees, software subscriptions, migration work and ongoing support. A single pipeline setup and a migration across several systems need different budgets.
Can you work with the CRM we already have?
Yes. We start by reviewing your existing CRM and how people use it. HubSpot and GoHighLevel are part of our offering, alongside custom CRM work. We recommend keeping, improving or replacing the system based on your requirements and the available integrations.
Will you train our team and support us after launch?
Yes. Training, documentation and a named system owner are part of the handover scope. You can also book ongoing support for administration, data checks, workflow fixes and improvements. Your agreement sets the working cadence and what is included.
Ready when you are
Bring us the work you want to fix.
Tell us about your current setup and what you need from crm setup. We’ll help you define the next step.
Or email [email protected] · +61 2 9145 8605 · +63 917 529 5464