CRM Setup &
Implementation

Your CRM built the right way from day one. Pipelines, custom fields, user roles, integrations, and data migration. No shortcuts, no bad defaults, no rebuilding it six months later.

Any Platform Data Migration Included No Lock-In Done in Days
What it is

A CRM that works before you need it to.

Most businesses buy a CRM, click through a setup wizard, and assume they're done. Six months later the pipelines are wrong, the team isn't using it, and the data is a mess.

We don't do setup wizards. We sit down, understand how your business actually sells and operates, and build the CRM around that - not around what the platform defaults to.

The result is a system your team will use from day one because it reflects how they actually work.

What's included
Business process audit
We map how you sell before we build anything
Pipeline architecture
Stages, properties, and deal logic that match your sales process
Custom fields and properties
Track the data that matters for your business specifically
User roles and permissions
Everyone sees what they need, nothing they don't
Data import and migration
Contacts, deals, and history moved cleanly with no data loss
Core automations
Lead routing, task creation, and basic follow-up sequences
Team walkthrough
Your team trained on exactly how to use what we built
Who needs this

You need this if...

📋
You're starting fresh

Just bought a CRM and have no idea where to start. You want it done right the first time, not rebuilt in six months.

🔄
You're switching platforms

Moving from spreadsheets or an old system to something modern. You need all your data moved over cleanly and a setup that actually works.

📈
You're scaling and the old setup won't hold

Your current CRM was set up when you were smaller. Now it's holding you back. Time to rebuild it for where the business is going.

Platforms we set up

We set up any CRM.

Not tied to one platform. We'll work inside whatever you have - or help you pick the right one if you haven't decided yet.

The process

How a CRM setup works
with Pear.

01
Discovery call

We learn how your business sells, what tools you use, what's broken, and what success looks like. Takes 30-45 minutes. No prep needed on your end.

02
System design

We map your pipeline structure, data model, user roles, and integrations before touching anything. You review and approve before we build.

03
Build and configure

We build the full CRM - pipelines, fields, automations, integrations, and import your existing data. Most setups are complete in 5-10 business days.

04
Team walkthrough

Live session with your team. We walk through exactly how to use what we built and answer every question. Recorded so new hires can watch it too.

05
30-day check-in

We check back in 30 days to see how adoption is going, make any adjustments, and make sure the system is actually being used the right way.

FAQ

Questions about
CRM setup.

How long does a CRM setup take?
Most setups are complete in 5-10 business days from the time we have everything we need. Complex builds with deep integrations or large data migrations can take 2-3 weeks. We give you a clear timeline upfront.
Do I need to know which CRM I want?
No. If you haven't decided yet, we'll help you pick. We're not tied to any one platform, so we'll give you an honest recommendation based on your business size, budget, and how your team works.
What if I already have data in a spreadsheet or old CRM?
Data migration is included. We clean, format, and import your existing contacts, deals, and history so nothing gets lost in the move.
What does this cost?
CRM setup starts at $597/month under our Pear Basic plan. We'll tell you on the first call exactly what tier fits what you need. No surprises, no hidden fees.
What happens after the setup is done?
You can stay on a monthly plan for ongoing support, optimization, and as your business grows. Or you take it and run - no lock-in either way.
★★★★★

"Pear built our CRM from scratch and it was exactly right the first time. Pipelines matched our actual process and the team actually started using it."

Client — Partner With Pear Client

Ready to set up your CRM right?

Book a free call. We'll figure out exactly what you need, tell you what it costs, and get it done fast. No pitch. No pressure. Just Zach.

Book a Free Call