CRM · Part of GrowAI
A CRM your team actually uses. Set up around how you sell.
Most CRM projects stall because the system is set up around the software, not the sales process. GrowAxis starts with how you find, win and keep customers, then sets up HubSpot, Zoho, Salesforce or Pipedrive around it, connects your website and campaigns, cleans the data and adds AI for lead scoring and forecasting.
01Who it’s for
Built for founders who…
…keep leads in spreadsheets, inboxes and WhatsApp
…pay for a CRM nobody updates
…can’t trust the pipeline report
02What’s included
What a CRM setup includes
- 01
Process first
Pipeline stages, entry and exit rules and the definition of a qualified lead, agreed with your team before anything is configured.
- 02
Configuration
Pipelines, fields, views and permissions in HubSpot, Zoho, Salesforce or Pipedrive, kept as simple as the process allows.
- 03
Lead capture
Website forms, campaigns and email flowing into the CRM, so no lead lives only in someone’s inbox.
- 04
Data clean-up
Contacts and deals moved from spreadsheets or an old CRM, with duplicates removed.
- 05
Automation
Follow-up tasks, routing and reminders that save the team hours each week.
- 06
AI on top
Lead scoring, activity logging and pipeline forecasts from GrowAI.
- 07
Training and handover
Your team trained to run it, with a written guide to the process.
03How it’s installed
Installed with your team. Live within 30 days.
CRM setup is part of GrowAI and goes live within 30 days. If you already have a CRM, we fix it rather than replace it; if you don’t, we help you choose one, then set it up and train your team.
- Preparation
- Planning & onboarding
- Execution & optimisation
- Review & scale
Measured by
- CRM adoption
- Pipeline accuracy
- Response time to new leads
- Hours saved a week
04FAQ
CRM setup: what founders ask first.
HubSpot, Zoho, Salesforce and Pipedrive.
Both work for growing companies. The right one depends on how you sell, what else you run (accounting, helpdesk) and what your team will keep using. The free assessment includes a recommendation, and the guide linked on this page sets out the trade-offs.
Yes. Most set-ups start there: we clean the data, simplify the pipeline and connect what is missing, without a migration unless one is needed.
It goes live within 30 days of signing, including training.
Free growth assessment
Find out what your CRM should be doing.
30 minutes. We look at your sales process, your data and your tools, then map what to set up first. No pitch.
30 minutes · Free · No pitch