CRM Set-Up

CRM Set-Up

CRM Set-Up

A CRM Your Team Will Actually Use.

Pipedrive or HubSpot configured around how you sell, so every lead has a place and a next step.

Two interior designers high-fiving as one drags a deal into the “Won” column of their sales pipeline
Two interior designers high-fiving as one drags a deal into the “Won” column of their sales pipeline
  • Business Strategy

  • •

  • Website Build

  • •

  • SEO + Topical Map

  • •

  • Paid Ads

  • •

  • CRM & Systems

  • •

  • AI Services

  • •

  • Copywriting

  • •

  • Video Production

  • •

The problem

The problem

Most CRMs become expensive address books.

Set up in a hurry, filled in half-heartedly, abandoned by month three. The leads end up back in inboxes.

Office manager blowing dust off an expensive leather address book with a £4,800 subscription receipt inside
Studio owner building a sales pipeline on her laptop that matches the stages mapped on the whiteboard behind her

Why Maison Digital

Why Maison Digital

Built around your sales process.

We map how you actually win work first, then build the pipeline around it.



What’s included

A pipeline, a properly configured CRM and leads flowing straight in.

Pipeline design

Pipeline design

Stages that match how you really sell.

Stages that match how you really sell.

Stages that match how you really sell.

Whiteboard pipeline beside a tablet showing the same stages

Configuration

Configuration

Pipedrive or HubSpot set up properly.

Pipedrive or HubSpot set up properly.

Pipedrive or HubSpot set up properly.

Business owner viewing his new CRM pipeline on a laptop

Lead capture

Lead capture

Website and ad enquiries flowing straight in.

Website and ad enquiries flowing straight in.

Website and ad enquiries flowing straight in.

Phone showing a new website enquiry on a shop counter

Data import

Data import

Data import

Your existing contacts and deals moved in cleanly.

Your existing contacts and deals moved in cleanly.

Your existing contacts and deals moved in cleanly.

Cards moved into a new file as a laptop imports contacts

Team training

Team training

Team training

Your team shown how to use it day to day.

Your team shown how to use it day to day.

Your team shown how to use it day to day.

Owner showing two team members a CRM board on a laptop

Account manager

Account manager

Account manager

Business owner laughing on a phone call at her office window, laptop beside her

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

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increase in average order value for a high end ecommerce store

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Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

012345678901230123456789012345678%

increase in average order value for a high end ecommerce store

0123456789010123456789012+

Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

In numbers

Our impact in numbers

£012345678901234012345678901201234567890k+

in direct online revenue generated for a premium retail brand in 2026

012345678901230123456789012345678%

increase in average order value for a high end ecommerce store

0123456789010123456789012+

Years of marketing craft & business expertise

Real numbers from real work. No vanity metrics, no invented stats.

How it works

How the setup works

We map how you sell first, then configure the CRM around it.

1

Map

How enquiries arrive and how you win work.

2

Design

Pipeline stages that match your process.

3

Configure

Pipedrive or HubSpot set up properly.

4

Connect

Website and ad enquiries flowing in.

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Your questions answered

Your questions answered

What is a CRM?

Is Pipedrive good for small businesses?

Is HubSpot free?

Why don't teams use their CRM?

How long does it take to set up a CRM?

Give every lead a next step.

Book a call and tell us how you sell.

Book a call and tell us how you sell.

Happy business owner