CRM setup

Out of the Box CRM setup

A focused CRM implementation for small teams that need structure quickly without a long custom software project.

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What this solves

  • Scattered spreadsheets and notes
  • Unclear sales ownership
  • Missed follow-ups
  • Manual reporting

Typical deliverables

  • Pipeline stages and contact model
  • Data import from spreadsheets
  • Dashboards for leads and sales activity
  • Basic automations and handover notes

Best fit

  • Small sales teams
  • Service companies
  • Owner-led businesses moving beyond spreadsheets

Ready when you are

Turn the way your business works into software your team will actually use.

Bring the workflow, spreadsheet, or messy process. WebMagnet can shape it into a CRM, internal tool, or local AI solution.

Tell us what you need