CRM implementation and integration

In short

A CRM system is where all customers, leads, deals and communication history live. netgroup helps you choose the right CRM, implement it, migrate data and connect it to your website, accounting, email, telephony and ad lead forms, so no lead gets lost and sales are visible in real time.

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CRM systems and integration

What you get

01

CRM selection

We compare HubSpot, Pipedrive, Salesforce, Microsoft Dynamics and others against your process and budget.

02

Implementation and setup

Pipelines, fields, permissions, automated reminders and reports – shaped around how you work.

03

Data migration

Customers, contacts and history from Excel or a legacy system – cleaned and de-duplicated.

04

Integrations

Website forms, Meta and Google ad leads, accounting, email, telephony and e-signatures.

05

Training and support

We train the team so the CRM is used every day, not just installed.

Who it's for

Who it's for

  • Sales teams
  • Companies with high lead volumes
  • Service and B2B companies
  • Teams moving from Excel to a system

Technologies and systems

  • HubSpot
  • Pipedrive
  • Salesforce
  • Microsoft Dynamics 365
  • Zoho CRM
  • monday.com
  • Custom CRM

How it works

How it works

01

Process analysis

We map how a lead travels today from first contact to invoice.

02

Solution design

We pick the CRM and integration design and agree scope and timeline.

03

Implementation

Configuration, data migration, connecting systems and testing.

04

Go-live

User training and close support during the first weeks.

CRM systems and integration

Frequently asked questions

Which CRM should we choose?

It depends on your sales process, team size and integration needs. Small teams often fit Pipedrive or HubSpot, larger ones Salesforce or Dynamics, and very specific processes a custom CRM.

Can the CRM connect to our accounting software?

Usually yes – via API or data exchange files. Before implementation we check which data can sync and in which direction.

How long does CRM implementation take?

A simple setup can take a few weeks; a complex one with several integrations takes longer. We give an exact timeline after the process analysis.

Can you connect Facebook and Google lead forms to the CRM?

Yes. Leads from Meta Lead Ads, Google Ads forms and your website can flow automatically into the CRM and to the right person.

Inquiry

Let's discuss your project

Fill in the form – we reply within 1 business day.

  • One point of accountability
  • Security from day one
  • Clear scope and price
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