Scale - CRM Setup & Automation
The backbone of your sales and operational visibility.
A CRM is more than a database. It connects your leads, your team, and your revenue -- giving you clarity across every stage of your business.
// CRM pipeline
lead in → auto-logged
status → team updates once
report → live dashboard
decision → backed by data ↗
The Approach
Without a proper CRM, businesses rely on fragmented data.
With the right system, everything becomes measurable.
We design CRM systems that centralize your data, streamline your workflows, and give you clear insights into your business performance -- so you make decisions based on facts, not assumptions.
Centralized
All leads, contacts, and pipeline data in one place -- accessible to every team member
Automated
Pipeline updates, follow-up reminders, and reporting that run without manual input
Integrated
Connected to your marketing, ads, and communication tools for end-to-end visibility
How We Do It
Built as a system,
not a one-off service.
CRM Setup & Customization
We configure and customize your CRM to match your actual sales process and team workflow.
Pipeline Automation
Automated stage progression, follow-up triggers, and task assignments based on lead behavior.
Data Tracking & Reporting
Live dashboards that show real performance -- leads, conversions, revenue, and team activity.
Marketing Integration
Your CRM connects to your ads, landing pages, and communication tools -- no manual data entry.
Our Process
Structured from
brief to results.
Every engagement follows a repeatable process so nothing gets missed and every decision is intentional.
01
Requirement Mapping
We audit your current process and define what the CRM needs to do.
- Workflow documentation
- Team interview
- Data structure planning
02
CRM Setup
We configure the platform to match your business.
- Pipeline structure
- Custom fields
- User roles & permissions
03
Automation Design
We build automated workflows into the system.
- Stage triggers
- Follow-up sequences
- Reporting automation
04
Training & Optimization
We onboard your team and continuously improve.
- Team training
- Adoption monitoring
- Ongoing refinement
Why G6
We build systems
for growth.
Systems, not tactics
We build interconnected systems, not isolated deliverables that don't talk to each other.
Full business visibility
See exactly where every lead is, what every team member is doing, and what's driving revenue.
End-to-end integration
Your CRM is connected to marketing, operations, and finance -- not an isolated silo.
Proven across industries
Our work spans healthcare, retail, e-commerce, and more with measurable results.