A CRM is only as good as its setup. Too many businesses invest in platforms like Salesforce, HubSpot, or Zoho, only to end up with a system nobody uses properly. 5labs handles CRM implementation from start to finish, including platform selection, data migration, custom configuration, workflow automation, and hands-on training for your team.
Choosing a CRM platform is the easy part. The real challenge lies in configuring it to match your sales process, migrating your existing customer data without losing anything, and getting your team to use it consistently. At 5labs, we handle all of this. We do not just install the software. We build it around your business.
Every sales team works differently. Some rely on phone calls and face-to-face meetings. Others run everything through email sequences and online demos. Your CRM should reflect how your team actually sells, not force them into a generic workflow. We customise fields, pipelines, deal stages, automations, and reporting to match your specific process, so the system supports your team rather than slowing them down.
Our CRM work connects naturally with our AI automation services for intelligent lead scoring and workflow automation, and our digital marketing team for campaign tracking and lead nurturing. We also build custom CRM extensions through our custom software service when off-the-shelf features are not enough.
Everything needed to get your CRM working properly from day one
Not sure which CRM is right for you? We evaluate your team size, sales process, budget, and integration needs to recommend the platform that fits. No bias toward any vendor. Just honest advice based on your situation.
We configure your CRM to mirror your sales process exactly. Custom fields, pipeline stages, lead sources, contact properties, deal values, and permission levels are all set up to match how your team works, not the other way around.
Moving from spreadsheets, another CRM, or a legacy system? We handle the full migration, including data cleaning, deduplication, field mapping, and validation. Your historical data arrives in the new system complete and accurate.
We set up automated workflows that handle routine tasks like lead assignment, follow-up reminders, deal stage updates, email sequences, and notification triggers. Your sales team spends more time selling and less time on admin.
Custom reports and dashboards that give your sales managers real-time visibility into pipeline health, conversion rates, revenue forecasts, and individual rep performance. No more end-of-month scrambles to pull together numbers.
The best CRM in the world is useless if your team does not use it. We run hands-on training sessions tailored to each user role, create reference guides, and provide ongoing support during the first few months to ensure full adoption.
A structured rollout that gets your team up and running quickly
We sit down with your sales leaders to understand your current process end to end. How do leads come in? How are they qualified? What are the deal stages? Where do things get stuck? This map becomes the blueprint for your CRM configuration.
We set up your CRM account, configure custom objects and fields, build your sales pipeline stages, set user permissions, and connect email accounts. Everything is configured to match the process we mapped in step one.
We import your existing contacts, companies, deals, and historical records. Before import, we clean the data to remove duplicates, fix formatting issues, and standardise fields so your new system starts with a solid foundation.
Automated workflows, email templates, lead scoring rules, and third-party integrations are built and tested. We connect your CRM to your website, email marketing platform, accounting software, and any other tools in your stack.
We train your team with role-specific sessions, run through real scenarios, and answer every question. On go-live day, we are available to troubleshoot and fine-tune. Post-launch support continues for an agreed period to ensure everything beds in properly.
Leading CRM platforms and integration tools
Salesforce, HubSpot CRM, Zoho CRM, Pipedrive, and Microsoft Dynamics 365. We implement, customise, and optimise the platform that best fits your team, whether you need enterprise-grade power or a streamlined setup for a growing team.
Zapier, Make (Integromat), native API integrations, and custom middleware. We connect your CRM to email marketing platforms, accounting systems, web forms, phone systems, and any other tools your team relies on daily.
Built-in CRM reporting, Power BI dashboards, custom report builders, and data export tools. We configure the reports your sales managers need and set up scheduled delivery so insights arrive automatically.
Get more from your CRM with these complementary 5labs services
Common questions about our CRM setup and customisation services
It depends on your business. HubSpot is excellent for small to mid-sized teams that want an intuitive, all-in-one platform with strong marketing tools. Salesforce is the best choice for larger organisations with complex sales processes and enterprise requirements. Zoho CRM offers great value for budget-conscious teams that still need solid functionality. We assess your needs and recommend accordingly.
Implementation costs depend on the platform, number of users, level of customisation, and data migration complexity. A straightforward HubSpot or Zoho setup for a small team might start from a few thousand pounds. More complex Salesforce implementations with custom objects, integrations, and extensive data migration are priced based on scope. We provide a detailed proposal after an initial consultation.
Yes. Spreadsheet migration is one of the most common scenarios we handle. We map your spreadsheet columns to CRM fields, clean up inconsistencies, remove duplicates, and import everything into your new system. We also validate the imported data to make sure nothing has been lost or misaligned during the process.
A standard CRM setup for a small team with basic customisation and data import typically takes 2 to 4 weeks. More complex implementations involving custom workflows, multiple integrations, and large data migrations usually take 6 to 10 weeks. We provide a detailed timeline during the scoping phase.
Absolutely. Training is a core part of every CRM implementation we deliver. We run role-specific sessions so that sales reps, managers, and administrators each learn the features relevant to them. We also create reference guides and short video walkthroughs so your team has resources to refer back to.
Yes. We connect your website forms, live chat, and landing pages directly to your CRM so that every lead is captured automatically. Contact form submissions, quote requests, and enquiries flow straight into your pipeline with no manual entry required.
We frequently take on CRM optimisation projects for businesses that invested in a platform but never got it configured properly. We audit your current setup, identify what is not working, clean up your data, reconfigure pipelines and automations, and retrain your team. In many cases, the platform is fine. It just needs proper setup.
Yes. We offer ongoing support packages that include configuration changes, new automation setup, user onboarding for new hires, troubleshooting, and periodic reviews to ensure the system continues to serve your evolving needs. You do not need a full-time CRM administrator when you have 5labs on retainer.
Platform Selection | Custom Setup | Data Migration | Team Training
✓ Platform Independent | ✓ Full Training Included | ✓ Edinburgh Based
