Skip to content
Start a project

A-03 / AI automation / CRM setup and automation

CRM setup and automation for small businesses

Every lead followed up, without anyone remembering to.

Short answer

Ceylond sets up and automates CRMs for small businesses and agencies. We configure HubSpot, Zoho or Pipedrive around how you actually sell, import your spreadsheets, and connect forms, email, WhatsApp and accounting so leads never go cold. CRM setup starts from A$1,900£1,000US$1,300AED 4,900LKR 175,000, and when off-the-shelf tools do not fit, we build a custom CRM you own.

Get a free consultationWhatsApp us

CRM setup and automation

Live

Tools we work with

  • HubSpot
  • Zoho CRM
  • Pipedrive
  • n8n
  • WhatsApp Business Platform
  • Xero and QuickBooks

Who it is for

Sound familiar?

If any of these ring true, this service was built for you.
  • 01

    Leads live in inboxes, spreadsheets and WhatsApp, and some are never followed up.

  • 02

    You pay for a CRM that nobody updates.

  • 03

    Your sales process does not match the CRM’s default pipeline.

  • 04

    You copy deals into your accounting software by hand.

What you get

What our CRM setup covers

Everything below is part of this service. We confirm exactly which parts you need in your proposal.

  • Pipeline and fields

    Stages, fields and views that match how you actually sell.

  • Data import

    Contacts, companies and open deals cleaned, de-duplicated and imported.

  • Forms and email

    Website forms, email and calendars connected, so activity logs itself.

  • Automations

    Lead routing, follow-up reminders, WhatsApp alerts and quote or invoice sync.

  • Dashboards

    A sales dashboard your team will actually look at.

  • Training

    Short training and written guides for your team.

01 / CRM setup and automation

HubSpot vs Zoho vs Pipedrive

Pipedrive suits small sales teams who want a simple pipeline. Zoho CRM is the lowest cost and has a free tier for three users. HubSpot is the strongest for marketing but costs more as you grow, and its Professional plan has a required onboarding fee of US$1,500. We recommend one after mapping your sales process, and you pay licence fees to the vendor directly.

02 / CRM setup and automation

Automations that save hours each week

Using n8n and the CRM’s own tools, new enquiries create contacts automatically, the right person is notified on WhatsApp, follow-ups are scheduled, and won deals create invoices in Xero or QuickBooks.

  • Lead routing
  • WhatsApp and email alerts
  • Follow-up sequences
  • Quote and invoice sync
  • Website chat into the CRM
  • Weekly pipeline report

03 / CRM setup and automation

When a custom CRM makes sense

Usually it does not. A custom CRM makes sense when per-seat fees grow large, your workflow is unusual, or you need a client portal. Ours are built with Next.js and PostgreSQL, start from A$7,900£4,300US$5,500AED 19,900LKR 350,000, and have no licence fees.

Packages and pricing

CRM packages and prices

Fixed prices. CRM licences are paid by you directly to HubSpot, Zoho or Pipedrive.

How much does CRM setup cost?

Ceylond’s CRM setup starts from A$1,900£1,000US$1,300AED 4,900LKR 175,000 for pipeline design, data import, forms, email connection, three automations and training. CRM setup with up to ten workflows starts from A$3,900£2,100US$2,700AED 9,900LKR 350,000, and a custom CRM from A$7,900£4,300US$5,500AED 19,900LKR 350,000. For comparison, HubSpot charges a required US$1,500 onboarding fee on its Professional plan.

Prices last updated · See all prices

Prices in

  • CRM setup

    HubSpot, Zoho or Pipedrive

    FromA$1,900£1,000US$1,300AED 4,900LKR 175,000a project

    • Pipeline and fields
    • Import up to 5,000 contacts
    • Forms and email connected
    • 3 automations and training

  • CRM and automation

    Follow-ups on autopilot

    FromA$3,900£2,100US$2,700AED 9,900LKR 350,000a project

    • Everything in CRM setup
    • Up to 10 workflows
    • WhatsApp alerts
    • Xero or QuickBooks sync

  • Custom CRM

    Your own system

    FromA$7,900£4,300US$5,500AED 19,900LKR 350,000a project

    • Built with Next.js and PostgreSQL
    • No licence fees
    • Client portal optional

  • Launch offer

    Free automation audit

    A 30-minute call, then a one-page process map, an hours-saved estimate and a fixed quote within 48 hours. Founding clients get their first workflow for A$750£420US$550AED 2,000LKR 34,900.

  • Launch offer

    Founding client offer

    Our first five clients in each country get 20% off the first three months of any monthly plan, or 15% off a website, Shopify or software project. In return we ask for an honest review and permission to publish the results.

For agencies

White label CRM setup for agencies

We set up and automate CRMs for agencies’ clients. Delivered under your agency’s brand, with an NDA, a written promise that we never approach your clients, and the work owned by you once it is paid. See the white-label page for the rate card.

White-label partnership

How it works

Four steps, no surprises.

  1. 1

    Map

    Your sales process, data and tools mapped on one page.

  2. 2

    Configure

    Pipeline, fields and permissions set up.

  3. 3

    Import and connect

    Data imported and tools connected, checked with you.

  4. 4

    Automate and train

    Automations switched on, then team training.

See our full process

Questions

Your questions, answered.

Which CRM is best for a small business?

Pipedrive suits small sales teams who want a simple pipeline. Zoho CRM is the lowest cost and has a free tier for three users. HubSpot is the strongest for marketing but costs more as you grow. We recommend one after mapping your sales process.

Can you move my contacts from spreadsheets?

Yes. We clean, de-duplicate and import your contacts, companies and open deals, then map them to the right pipeline stages. Up to 5,000 contacts are included in the setup package, and we check a sample with you before going live.

Can my CRM connect to WhatsApp?

Yes. Using n8n and the WhatsApp Business Platform, new enquiries can create CRM contacts automatically, alert your team and log conversations. We also build WhatsApp chatbots, so the bot and the CRM work together.

Do I need a custom CRM?

Usually not. Most small businesses are well served by HubSpot, Zoho or Pipedrive. A custom CRM makes sense when per-seat fees grow large, your workflow is unusual, or you need a client portal, and it has no licence fees.

Are you a HubSpot or Zoho partner?

Not at the moment. We set up and automate these CRMs and connect them with n8n, but we do not hold partner certification, and we will say so if your project needs a certified partner.

Free consultation

Let’s talk about your project.

Tell us what you want to grow: a brand, a campaign, a website or the whole business. We reply within one business day with honest next steps.

Start a projectWhatsApp us