Smoothly sets up and organizes your CRM from scratch — so every lead is tracked, every follow-up happens on time, and your entire pipeline is visible in one place.
Most CRM setups start at $899. That is the Essential package below; the Complete package and custom work scale from there.
We handle the entire CRM setup for you — from choosing the right platform to going live with your team trained and ready.
We learn about your business, current tools, sales process, and goals — then recommend the right CRM platform and outline the full setup plan.
We build out your CRM — pipeline stages, contact properties, forms, lead capture, automated follow-up sequences, and all integrations with your existing tools.
We walk you and your team through the system so you know exactly how to use it — then hand it off ready to run, with documentation for reference.
Everything you need to run your leads and clients through a clean, organized system.
All your leads and clients organized with full history — every email, call, note, and deal in one place.
Custom pipeline stages built around your actual sales process — so you always know where every deal stands.
Follow-up emails and reminders that trigger automatically so no lead goes cold without an attempt.
Web forms connected directly to your CRM so new leads land in your pipeline the moment they submit.
Your CRM connected to the tools you already use — email, calendar, website, and more — so data flows automatically.
Live walkthrough with your team so everyone knows how to use the CRM confidently from day one.
Two fixed-scope packages. Switch between them to see exactly what each one covers.
One pipeline, set up properly and handed over.
Everything in Essential, plus:
A single sales pipeline with core automation sits at the Essential price. Multi-pipeline builds with custom objects, integrations and reporting scale from there.
Anything outside both packages is quoted on a free discovery call, so the figure you get is based on your actual systems and process — not a guess. Here is exactly what happens on that call, and what you walk away with.
Ongoing monitoring and maintenance is available as a retainer from $399/month.
The shape of what we build, before we build it.
Everything you need to know about CRM setup with Smoothly.
Smoothly primarily sets up HubSpot and GoHighLevel. Both are excellent for small and mid-sized businesses. The right choice depends on your budget, team size, and needs — we'll help you decide during a free discovery call.
If you're tracking leads in spreadsheets or relying on memory, you're likely losing revenue from missed follow-ups. A properly configured CRM pays for itself quickly by ensuring every lead gets followed up and every deal is visible.
Most CRM setups are completed in 1 to 3 weeks. The timeline depends on the complexity of your pipeline, number of contacts being imported, and how many automation workflows are built. We'll give you a clear timeline before we start.
Yes — training is included. We walk you and your team through the system so everyone knows how to manage contacts, update deals, and use the automations. We also provide documentation for ongoing reference.
Full platform configuration, custom pipeline setup, contact import, form and lead capture setup, automated follow-up sequences, tool integrations, and team training. Everything is built around how your specific business operates.
Book a free discovery call at smoothlyautomation.com. We'll learn about your business and current setup, then outline exactly what needs to be done and what it'll cost.
Most of our work connects — here's what usually comes next.
A configured CRM is only half the win — automation is what makes the follow-up actually happen.
Learn more →Connect the CRM to your forms, scheduler, and payment tools so data stops being retyped.
Learn more →See a CRM rebuild with 30+ workflows, start to finish.
Learn more →Page last reviewed: July 2026
Book a free discovery call and we'll figure out the right CRM for your business and exactly what it'll take to get it running.
Book a Free Discovery Call