CRM Setup
A CRM Your Team
Will Actually Use
HubSpot implementations run $3,000–10,000 for setup alone — before the $800/month software bill. Salesforce partners charge $150–300/hour and take 3 months. Boojee CRM Setup has your customer data organized, your team trained, and your pipeline running in 2 weeks.
Six things that turn a CRM into a system your team trusts.
Most businesses buy a CRM and never configure it. We handle everything from selection through team training — so you go live in 2 weeks, not 2 months.
We match the right platform to your sales process, team size, and budget — HubSpot, Pipedrive, GoHighLevel, or Zoho. Unbiased recommendation, no reseller markups.
Migrate your contacts from spreadsheets, old systems, or exported email lists. Deduplication, field mapping, and standardization — no messy data carried forward.
Configure sales stages that match your actual process — not a generic template. Lead → Quoted → Follow-up → Closed, built the way your business actually closes.
Automated task reminders, email sequences, and stage-triggered follow-ups so nothing falls through the cracks between calls. Your pipeline works even when you don't.
Create user accounts, set role-based permissions, and configure visibility so every team member sees exactly what they need — and nothing they don't.
Questions after go-live? We're on standby for 30 days post-launch. Pipeline tweaks, automation fixes, or user questions — handled without extra charges.
From audit to trained team in 2 weeks.
Four phases, zero guesswork. We scope it, build it, migrate it, and walk your team through it.
Business process audit. We map your sales workflow, existing data sources, and team structure before touching any platform.
Platform configured: pipelines, stages, automations, follow-up sequences, and user permissions — built to your process.
Import existing contacts and history into the new system. Data cleaned, deduplicated, and tagged by source before import.
Live team walkthrough — every user, every workflow. Written reference documentation delivered so you never forget how it works.
Three tiers. All built to pay for themselves.
Pick the scope that fits. Every package uses our same 4-phase implementation process — no skipped steps.
- 1 user, 1 pipeline
- Contact import up to 2,500
- Basic automations
- 2-hour team training session
- 30-day support window
- Up to 5 users, 3 pipelines
- Contact import up to 10,000
- Advanced automations + email sequences
- Half-day training + written guide
- 30-day support window
- Unlimited users
- Custom workflows & API integrations
- Full data cleanup & import
- Full-day onsite or remote training
- 60-day post-launch support
Which CRM is right for your business?
We configure all of them. Here's how they stack up — so you can walk in informed.
Scroll right to see full table →
| Feature | HubSpot Free | Pipedrive | Go High Level | Zoho CRM |
|---|---|---|---|---|
| Best For | Small teams, B2B, simple pipelines | Sales-focused teams who live in the pipeline | Agencies & SMBs who want CRM + marketing in one | Budget-conscious teams needing strong automation |
| Starting Cost | Free tier available | ~$14/user/mo | $98/mo (unlimited users) | Free for 3 users; paid from $14/user/mo |
| Ease of Use | ||||
| Automation | Limited on free tier | Good workflow automation | Best-in-class: email, SMS, voicemail drops | Strong — Blueprint workflow engine |
| Integrations | 1,000+ native integrations | 400+ integrations | API + Zapier + built-in tools | Zoho suite + 800+ third-party |
Real outcomes from real businesses.
"For years I had leads scattered across sticky notes, email threads, and a spreadsheet no one kept updated. Boojee imported everything, built us a proper pipeline, and trained the whole team in one afternoon. For the first time I can actually see where every lead stands. Clean data changed everything."
Common questions.
Which CRM do you recommend?
It depends on your team, budget, and workflow. GoHighLevel is the best value for businesses that also want SMS/email marketing and landing pages in one platform. HubSpot Free is excellent for simple pipelines with no monthly cost. Pipedrive is the easiest for teams that live in the pipeline view. Zoho CRM wins on automation breadth at a lower price. We'll match you on your intake call — no upsell, just fit.
Can you migrate our data from another CRM?
Yes, in most cases. We need an export from your current system (CSV, Excel, or a direct API export if your platform supports it). We handle the import, field mapping, and deduplication. Migration from Salesforce, HubSpot, Zoho, Pipedrive, GoHighLevel, and most spreadsheet-based systems is fully supported.
What if we already have a CRM but it's a mess?
This is the most common situation we see. We audit your existing setup first — often a cleanup and re-configuration is faster and cheaper than a full migration. We'll scope both and recommend the better path. Messy data, duplicate contacts, unused pipelines — we've seen it all and fixed it all.
How do we get our team to actually use it?
Training is built into every package. We don't hand you a video and walk away — we run a live session with your team, walk through every workflow, and deliver written reference docs so no one forgets how it works. We also design the CRM to be as low-friction as possible so daily use feels natural rather than like another chore.
What's included in training?
Essential package includes a 2-hour live walkthrough. Business includes a half-day session plus a written workflow guide your team can reference. Enterprise includes a full-day onsite or remote training. All sessions cover: daily contact management, pipeline movement, follow-up task handling, and running your key reports. We record sessions on request.
Tell us about your setup.
Fill in the fields below — we'll review and reply within one business day with a recommended platform and package scope.
CRM Setup Inquiry
Takes about 90 seconds. No commitment, no sales pressure — just a scoped recommendation ready to move when you are.
Your team will thank you
in two weeks.
One setup. Contacts imported, pipelines built, automations running, team trained. $498 – $1,498 one-time.