VERILUMESet up around how you sell
Pipeline stages, fields and owners configured to match your real sales process, not a generic template.
DIGITAL MARKETING & GROWTH
CRM Setup & Marketing Support
Set up your CRM so every lead is captured and followed up on time.
WHAT THIS SUPPORT IS FOR
Never lose track of a lead again.
For growing businesses whose enquiries live in inboxes, spreadsheets and sticky notes, and who need a simple system to capture and follow up every lead.
Leads captured automatically
Website forms and other enquiry sources connected, so new leads appear in the CRM without manual typing.
Simple follow-up reminders
Tasks and basic automations that remind your team who to contact and when.
Start with a clear brief.
What to share
Your goal, your audience, access to the relevant accounts, existing assets, past campaign results and your budget.
What to expect
The agreed setup or optimisation work, plus plain-English reports on what we did, what happened and what we recommend next.
Good to know
Ad spend, email sending tools, data and other third-party costs are separate unless agreed. We don’t promise rankings, sales or leads; we promise careful, honest work and clear reporting.
Pricing that fits the work.
Starter
A one-off project with a clear scope and agreed deliverables.
Monthly Growth
Ongoing monthly support with agreed priorities and regular check-ins.
Custom
A tailored plan for larger, multi-service or high-volume work.
HOW WE WORK
CRM setup with defined fields and quality checks.
Define the data requirements
We confirm the fields, sources, exclusions and delivery format with you.
Process the records
We do the research, collection or clean-up, keeping a note of where each record came from.
Quality check and deliver
We check formatting, duplicates and your quality rules before handing it over.
COMMON QUESTIONS
Common questions about CRM setup.
Which CRM should we use?
It depends on your team size, budget and the tools you already use. We can recommend options or set up the CRM you have already chosen.
Can you move our existing contacts in?
Yes. We clean and import your existing spreadsheets and contacts as part of the setup.
Will our team be able to use it?
We keep the setup simple and provide a short walkthrough, so your team knows how to add, update and follow up leads.
Do you provide ongoing support?
Yes, monthly support is available for changes, new automations and keeping the data clean.
Let’s discuss your project.
Tell us what you need help with. We usually reply within one business day.
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