Codevia/Services/02

CRM ImplementationPick the right CRM. Configure it like it was built for you.

Selection, deployment, and configuration of a CRM platform (Salesforce, HubSpot, Bitrix24, or similar) tailored to client's business processes: custom sales pipelines, lead management workflows, automated email sequences, task assignments, reporting dashboards, and third-party integrations (email, telephony, payment systems).

  • Salesforce / HubSpot / Bitrix24
  • Data migration
  • Live team training
  • SLA-driven workflows
Platforms

We pick the CRM that fits your team.

No kickbacks, no defaults. We score four platforms against your stage, headcount and integrations and recommend with reasoning.

Salesforce

Enterprise CRM. Apex, Flow Builder, Service Cloud and Pardot when you need scale and depth.

Best fit: 100+ users · regulated industries

HubSpot

Marketing-first CRM that mid-sized teams actually adopt. Workflows and reports without engineers.

Best fit: 10–200 users · sales & marketing alignment

Bitrix24

All-in-one CRM, project management and telephony — strong fit for service businesses in the EU.

Best fit: 5–100 users · service & retail

Zoho One

Cost-effective CRM suite. Powerful when you need 30+ tools under one license and one identity.

Best fit: Cost-conscious · multi-product orgs

What’s included

Every deliverable, listed. Nothing hidden.

Platform Selection

Side-by-side scoring of Salesforce, HubSpot, Bitrix24 and Zoho against your team size, budget and integrations.

Sales Pipelines

Stages, win conditions, automations and required-field rules modelled around your real funnel.

Lead Workflows

Capture, score, route and nurture — with SLA timers and round-robin assignment.

Email Sequences

Drip campaigns, transactional templates and reply detection wired into the pipeline.

Task & Activity Engine

Auto-created follow-ups, calendar sync, mention notifications and team workloads.

Dashboards & Reports

Forecast, conversion, velocity and rep-level scorecards refreshed in real time.

Telephony & Payments

Twilio / Aircall / Stripe / SEPA hooks so calls and invoices live next to the deal.

Role-based Access

Permission profiles, audit trail and data segregation for multi-region teams.

Timeline

How the 3–5 weeks unfolds.

  1. 01Week 1

    Audit

    Map current sales process, tools and data sources.

  2. 02Week 2

    Architect

    Pipeline design, automation flows, integration matrix.

  3. 03Week 3

    Configure

    Build inside the chosen CRM, migrate historical data.

  4. 04Week 4–5

    Adopt

    Train the team, fine-tune dashboards, hand over runbooks.

FAQ

Questions, answered before you ask.

If something else is on your mind, write to us — we’ll come back within one business day.

  • It depends on team size, budget, and integrations. We score Salesforce, HubSpot, Bitrix24 and Zoho against your needs and recommend with reasoning — no kickbacks.

Stack the other two.

Bundling sites, CRM and integration cuts onboarding time in half.

Ready to ship something people remember?

Tell us about the project. We’ll come back within one business day with a scope, a fixed quote, and a timeline.