We set up the CRM you already pay for, or help you pick one, so every enquiry lands in it, gets an owner and gets a follow-up. Forms, inbox, calendar and accounting are connected, and the old spreadsheet is imported and cleaned on the way in.
Tell us what you needSee typical projectsYou know what you're getting before work begins.
What we hear from businesses before a project like this starts.
The requests that come up most often for this kind of work, and what each one takes to work properly.
Website forms, the shared inbox and phone messages create the contact and the deal automatically, tagged with where they came from.
Assignment rules, a task for the owner, and a reminder if nobody has touched the lead by the next morning.
Stages your team actually uses, the fields each stage needs, and automatic moves when something happens.
Contacts and open deals imported with duplicates merged and fields mapped, plus a count of what was skipped and why.
Email sequences and tasks that start on a new lead and stop the moment the person replies or books.
A simple report of leads by source, stage and owner, so the weekly meeting starts from the same figures.
Tools that come up most: HubSpot, Pipedrive, Zoho CRM, Salesforce Essentials, Gmail and Outlook, Google Forms, Typeform, Calendly, QuickBooks and Zapier.
Concrete pieces, each one something you can open and check when it's done.
Forms, email and call notes that create the contact and deal with the source recorded.
Forms, inbox parsing, webhooksStages, required fields and automatic moves, so the board shows where every deal really is.
Deal pipelines, custom propertiesRound-robin or territory rules, owner tasks and overdue alerts.
Workflows, tasks, notificationsEmails and tasks that start on a new lead and stop on reply or booking.
Sequences, templates, calendar linksSpreadsheet and old-CRM data mapped, de-duplicated and imported, with an import log.
CSV import, merge rules, scriptsLeads by source, stage, owner and month, on one page.
CRM reports, dashboards, Google SheetsExample packages to show the shape of the work. These are examples, not past clients; yours gets its own written scope.
Example package
Every new enquiry from your forms and inbox lands in the CRM with a source and an owner.
You get
Example package
A pipeline that matches how you sell, with follow-up that runs on its own.
You get
Example package
Your contacts and open deals moved into the new CRM, cleaned on the way.
You get
Example package
A one-page view of leads by source, stage and owner.
You get
The habits that keep this kind of project from going wrong.
Before touching settings we write down every way a lead arrives and what should happen next, and agree it with you.
We keep the required fields to the ones your team will actually fill in, so the data stays clean after we leave.
Each path is tested with test contacts: web form, email, phone note, reply, booking. You get the log.
Everything is built inside your own CRM account, named so your team can find and change it.
You describe it. We write it down, build it, and hand it over.
Tell us what you need in your own words, and which tools you already use. A few lines is plenty to start.
We reply with a short written scope: what gets built, what is out of scope, which accounts we need, and how we'll both know it works. You know what you're getting before work begins.
The work is split into milestones. At each one you see it working in your own account and sign it off before we go on.
You get the working system, its documentation and a walkthrough. If anything we built breaks in the next 30 days, we fix it at no charge.
Pushbuild has built software for businesses since 2010, for more than 40 clients. Every project is led by a former public-company CTO, from Groton, Massachusetts. See products we've built.
If you already pay for one, we usually set that one up properly rather than switching. If you have none, we recommend one in the scope based on your team size, how you sell and what it has to connect to.
No. Add us as a user with the permissions the scope needs, and remove the user at handover. Nothing we build depends on our account.
Yes. We agree the merge rules with you first, import into the new setup and give you a log of what was merged, imported or skipped.
Small adjustments inside the agreed scope are included. Anything new gets its own short written scope, and we only do it if you approve it.
For 30 days we fix anything we built that does not work as the scope describes, at no charge. After that, further work is scoped the same way.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com