Systems · CRM Setup & Optimization
One place for every lead, from first click to closed.
CRM selection, setup, pipelines, automations and reporting so nothing falls through the cracks and you finally know which marketing pays.
CRM Setup & OptimizationLive
100%
Leads tracked
PipelineFollow-upReviews
01 · Why it matters
One place for every lead, from first click to closed — here is why.
You cannot improve what you cannot see. A working CRM turns marketing from a guess into a system you can scale.
100%
Every lead, call and booking tracked from first touch to sale
1 view
Pipeline, follow-up and reporting in one place your team actually uses
Auto
Follow-ups, reviews and reminders fire without anyone remembering
1
Days 1–14
Build
- CRM selection or cleanup of your current system
- Pipelines and stages matched to how you actually sell
2
Days 15–30
Launch
- Lead source and campaign attribution
- Task automation, reminders and assignments
3
Month 2 onward
Grow
- Dashboards: leads, speed-to-lead, close rate, revenue
- Team training and documentation
Doing it alone×Guessing at spend and hoping the phone rings×Inquiries answered hours later — or never×No clear number for what worked and what it cost
CRM Setup & Optimization with MayanEvery website, ad and social lead lands here automaticallyPowers AI follow-up, email/SMS and review requestsReports tie marketing spend to revenue
01Brand Strategy→
02Website Experience→
03Audience Acquisition→
04Lead Capture→
05AI Follow-Up→
06Reporting & Optimization→
What CRM is best for a small business?
The one your team will use. Mayan sets up and connects popular CRMs (HubSpot, GoHighLevel, Zoho, Salesforce and others) to your website, ads, email and SMS.
How much does CRM implementation cost?
It depends on the platform, pipelines, integrations and data migration. We quote after mapping your sales process.
How do I automate lead follow-up?
Connect every lead source to one CRM pipeline and trigger instant text and email follow-up with tasks for your team. We build and test the whole flow.