Services
CRM Setup & Management
CRM setup, integration and ongoing management so your customer data works for you.
Overview
CRM Setup, Integration and Management
A well-run CRM is the engine behind repeat sales, better customer service and accurate reporting. TrickyBytes sets up, integrates and manages CRMs such as GoHighLevel, HubSpot, Zoho and Salesforce for growing businesses.
We clean and migrate your data, design pipelines and segments, automate follow-ups and connect your CRM to your store, checkout and marketing tools. With ongoing CRM management, we keep your system organized, your automations running and your reports accurate every month.
What’s included
Everything you need,
done properly
CRM Setup & Configuration
Pipelines, custom fields, segments and user roles built around your sales and support process.
Data Migration & Cleanup
Move and clean contacts, orders and history from spreadsheets or other CRMs without losing data.
Store & Tool Integrations
Connect your CRM with Shopify, CheckoutChamp, email, SMS, help desk and ads.
Ongoing CRM Management
Monthly management of automations, list hygiene, reporting and team support.
Built for revenue
Every store, funnel and automation is designed around conversion rate, order value and lifetime value.
Website to CRM, connected
Shopify, CheckoutChamp, GoHighLevel and your CRM kept in sync, so nothing falls through the cracks.
Clear communication
Fixed-scope quotes, fast replies and regular progress updates from first call to launch.
You own everything
Full ownership of your code, accounts and data, plus monthly support after launch.
Numbers that
define us
Our process
Your project,
simplified
Four clear steps with fixed quotes and regular updates, so you always know what is happening.
Discovery & audit
We learn your goals and review your store, checkout and CRM, then share quick wins and a clear scope.
Plan & quote
We map the store, funnel, automations and integrations and agree timelines and a fixed-scope quote.
Design & build
We design, develop and test on desktop and mobile, with regular updates and reviews along the way.
Launch & grow
We launch, track results and keep optimizing with monthly support and CRM management.
Ready to get started?
FAQs
CRM Management
FAQs
We work with GoHighLevel, HubSpot, Zoho, Salesforce, Klaviyo and other popular platforms.
Yes. We review your goals, team size and tools and recommend the CRM that fits best.
Workflow and automation upkeep, data cleanup, segmentation, reporting and support for your team.
Yes. We sync customers, orders and events so you can segment and market based on real purchase data.
Yes. We follow best practices for access control and data handling and only use the permissions we need.
More services
Explore our other
services
01
Shopify Development
Custom Shopify and Shopify Plus stores, themes, apps, migrations and speed work, built to turn visitors into buyers.
02
CheckoutChamp Funnels
High-converting checkout pages, one-click upsells, subscriptions and tracking that lift conversions and order value.
03
GoHighLevel Automation
Pipelines, funnels, and email and SMS workflows that capture leads and bring customers back automatically.
04
WordPress Development
Fast, secure, SEO-friendly WordPress and WooCommerce websites that your team can update in minutes.
05
Custom Web Development
Custom websites, web apps, portals and headless storefronts, planned and delivered with clear ownership.
Contact us
Let’s talk about
your project.
We’re just one message away. Share what you need and we’ll help you plan your website, funnel or CRM today.
Want to talk it through?
Book a free consultation.
TrickyBytes Team
Project consultant
Shopify, CheckoutChamp, GoHighLevel, WordPress and CRM experts helping businesses worldwide grow online.
What we do
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