A working CRM that captures leads from your website, follows up automatically, and stops good opportunities falling through the cracks. We configure it, build your funnel with you, and coach you through using it. Done in days, not months.
You bought the CRM, watched some videos, and a week later you’re still not sure if it’s set up right.
Domains, automations, integrations. Each one a small bit of friction, none of which you signed up to learn.
By the time you’ve finished the third tutorial, you’ve forgotten what was in the first one.
One wrong DNS change and your website goes down. The fear keeps you frozen on the bits that matter most.
Our CRM Foundations package handles the complex setup tasks and coaches you on how to use the system going forward, so you get results from CRM without the learning curve.
System configuration, custom domain, email and DNS done properly. No half-finished settings to come back to later.
One landing page with a calendar booking or contact form, ready to start capturing leads from day one.
An automation that emails new prospects the moment they get in touch, so nobody is left waiting.
Phone number registration, SMS configured, WhatsApp connected. The full set, not just email.
Personal coaching calls so you actually know how to use the system, not just that it exists.
The whole setup recorded for future reference, so onboarding new team members later is easy.
30 minutes to understand your business, your sales process, and the leads you’re trying to capture. No pressure, no script.
We pair up to design the landing page you want. I’ll show you how the CRM works, walk you through building pages and wiring up automations, and answer every question along the way. By the end you can keep editing, adding and improving the system on your own, no dependency on me.
You get a recorded walkthrough of the whole setup. The four coaching calls keep going so you can ask questions as you start using it for real.
Real Google reviews from clients where Andy helped with CRM setup, automation, or the landing pages and calendars that feed them. From 53+ five-star Google reviews in total.
“Thank you Andy Price for doing all the hard work in setting up my CRM and automation, working great! Thank you, highly recommended.”
“Andy has been super helpful in advising me on the best way to integrate a CRM system with my website and processes. He’s patient and speaks in layman’s terms. Highly recommended as an IT support partner.”
“I was stuck on creating my landing page and couldn’t work out the buttons or how to add my calendar link. Andy helped me fix it quickly and saved me hours of frustration. Very helpful and easy to work with. Highly recommend.”
“Andy is super professional and an amazing bank of knowledge when it comes to ALL things IT. He’s not only so passionate about his job but he’s so personable and warm. He helped me understand the complexities of CRM which is an essential tool for my new business! Would highly recommend! No hesitation!”
“Anything related to CRM, funnels or landing pages terrified me. But with the support of Andy from Initial IT, I’ve taken that first step and have so much more confidence in this space. Andy’s experience, knowledge, speed of action, willingness to help, and patience are second to none. For anyone setting up their own business, as is my experience, I can’t recommend enough working with Initial IT for start up and ongoing support.”
“Recently reached out to Andy at short notice, looking for support with CRM and landing page within it. There was no hesitation in getting me booked in. Andy listened to my issues and not only helped me make progress with both CRM and landing page but he took the time to make other suggestions to optimise the system for the betterment of my business. Highly recommend Initial IT.”
Accredited & award-winning · 2025 Global Recognition Award · Cyber Essentials Certified · Microsoft Partner
Ideal for growing businesses needing a lead generation system in place fast.
Complete your order below. We’ll be in touch within one working day to book your IT review.
Prefer a chat first? Talk to Andy before you order, or call 01543 524594.
Most CRM Foundations setups are completed in days, not months. After the IT review we build the core configuration, domain and first automation within the first week. Coaching calls are then spread across the following weeks so you can use the system between sessions and bring real questions back.
Your domain login (or DNS access), some basic detail about your sales process, and any existing copy you'd like on the landing page. We'll guide you through everything else on the IT review.
You do. The CRM account is yours, set up in your name, with your billing. We're configuring your system, not running it for you. If you ever stop working with us, the system stays exactly where it is.
No. The four coaching calls are designed for people who haven't used a CRM before. We'll show you how to use it day to day, not just that it exists.
Yes. We connect your CRM forms to your existing website, configure DNS for tracking and email deliverability, and make sure leads from your site land in the CRM cleanly.
Your four coaching calls can be used over the following months, not just back to back. Beyond that, ongoing support is available as a separate engagement, but most clients have everything they need by the end of the package.
If you'd rather have a quick chat before placing the order, book a free 30-minute call. No script, no pressure. Just an honest conversation about whether this is the right fit for where your business is now.