CRM setup & migration
- Price
- from $2,000
- Timeline
- 2–6 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
GoHighLevel, amoCRM and Bitrix24 setup and migration — pipelines, automations, support
- GoHighLevel
- amoCRM
- Bitrix24
Our usual stack. We bring in other tools when the task or the project calls for it.
A CRM pays off only when the team uses it every day. We set it up around your sales process: pipelines, fields, roles, automated tasks and messages — so working in the CRM is easier than working around it.
We work with GoHighLevel, amoCRM and Bitrix24: setting up from scratch, cleaning up existing accounts and migrating data between systems without losses.
What’s included
- An audit of your current sales process and CRM
- Pipelines, stages, fields and permissions
- Automations: tasks, emails, SMS, messenger notifications
- Website, ads, phone and calendar connections
- Migration of contacts, deals and history from another CRM
- Data backups and team training
What you get
- A CRM where every lead and its status is visible
- Less manual work for your sales team
- Data preserved through the migration and protected by backups
- Support and improvements as you grow
A CRM pays off only when it’s used
- $3.10average return on every $1 spent on CRM, across analyzed deploymentsNucleus Research, 2024
- 70%of sales reps’ time goes to non-selling work like admin and meeting prepSalesforce, 2024
- 37%of CRM users lose revenue as a direct result of poor data qualityValidity, 2025
Why CRMs don't stick
Reps track clients in notebooks and personal chats
We look at how your team actually sells and strip out everything that gets in the way. A deal card takes a minute to fill in and reminders arrive on their own, so working around the CRM stops being easier.
Management can't see where deals get stuck
We design pipeline stages with clear exit criteria and time limits. A deal that sits idle too long gets flagged and creates a task for its owner.
We bought a CRM a year ago and it's still empty
We find out why it stalled — extra fields, awkward stages, missing integrations — and rebuild the account around today's process instead of starting from zero.
Web leads, calls and chats live in different places
We connect every inbound channel to a single contact record: forms, phone, email and messengers. Reps see the whole conversation history without switching tabs.
Every department wants something different from the CRM
We collect requirements from sales, marketing and leadership before setup and define roles and permissions. Everyone sees their own slice, and shared fields are agreed on once.
What we work with
- GoHighLevelGoHighLevel setup: pipelines, automations, calendars, sub-accounts and snapshots
- amoCRMamoCRM rollout: pipelines, messengers, telephony, automations and integrations
- Bitrix24Bitrix24 rollout: CRM, tasks, business processes and integrations
- CRM migrationMoving from one CRM to another without losing contacts, deals or history
A CRM your team actually uses
Process before software
We learn how you sell first and configure the tool second. The system bends to your team, not the other way around.An honest platform pick
We work with GoHighLevel, amoCRM and Bitrix24 and don’t push any of them — we recommend the one that fits your channels and budget.No dead fields
Every field and stage has to help you sell or measure. Anything reps won’t fill in gets cut at the design stage.Your data stays safe
We take a full backup before any change and test every bulk operation on a sample first.A trained team
We train on your own deals and leave short guides, so new hires can get up to speed without us.
Who CRM setup is for
A good fit if
- You get more leads than your reps can keep in their heads
- Sales come through several channels: website, phone, messengers
- You already have a CRM full of data, but it's painful to use
- Leadership wants pipeline numbers without manual reports
Not a fit if
- A couple of leads a week and one salesperson — a website-to-Google Sheets link will do for now
- There's no sales process yet and nobody's ready to define one — we'll map it with you on a call first
- You only need website forms wired into a CRM that already works — that's our Website forms to CRM service
How we work
- 01
Audit
2–4 daysWe go through the sales process, lead sources and the current state of the CRM.
You get A map of the current sales process and its bottlenecks - 02
Design
2–4 daysWe map out pipelines, fields, roles and automations and agree on them with you.
You get A setup spec: pipelines, fields, permissions and automations - 03
Setup and migration
1–3 weeksWe configure the system, connect the sources and migrate data with checks.
You get A working CRM with leads flowing in and your data migrated - 04
Training
1–2 daysWe show the team how to work in the system and leave written guides.
You get Recorded training sessions and guides for reps and managers - 05
Launch support
2–5 daysWe stay close to the team for the first days and fine-tune automations and reports on live deals.
You get A system adjusted after launch plus a 3-month warranty on setup bugs
Who sets up your CRM
An analyst maps your sales process first, the CRM integrator builds it, and both stay close to your reps on live deals after launch.
Business analyst
Traces how a deal moves from first inquiry to payment and drafts the pipelines, fields and permissions for your sign-off.CRM integrator
Configures GoHighLevel, amoCRM or Bitrix24: stages, roles, auto-tasks, emails, SMS and messenger alerts.Integration developer
Connects your website, ads, phone system and calendar, then migrates contacts, deals and history with record-level checks.Onboarding lead
Trains your sales team, writes the how-to guides and sits in on the first days of live deals to fix what gets in the way.
Which CRM to choose
| GoHighLevel | amoCRM | Bitrix24 | |
|---|---|---|---|
| Best for | Agencies and service businesses with a steady flow of leads from ads | Sales that happen over messengers and calls | Companies where sales are tied to the work of other departments |
| Strength | Funnels, websites, email, SMS and booking in one system | Every chat and call lands in the deal card | CRM plus tasks, documents and business processes |
| Channels | Email, SMS, calls and website chat | WhatsApp, Telegram, email and telephony | Telephony, messengers, email and open channels |
| Hosting | Cloud | Cloud | Cloud or self-hosted on your server |
| Most common in | US and Canada | Russia and CIS | Russia and CIS |
| Watch out for | Accounts pile up tags and workflows fast — it needs structure | Complex logic needs Salesbot or widgets | So many features that, without setup, teams drop it |
Before we start the setup
- A rough outline of how a deal moves today, from first contact to payment
- Admin access to your current CRM, if you have one
- A list of lead channels and the tools that need to connect
- How many reps you have and who does what: selling, managing, reporting
- One person on your side who signs off on the work
A free funnel walkthrough
In a 30-minute call we trace your customer journey from lead to closed deal and note where time and money leak. Afterwards we send a rollout plan, a timeline and an estimate.
Related articles
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Is your team working
around the CRM?
Tell us how you sell. We’ll audit your process, suggest the right platform and set up a CRM your team actually uses every day.
It depends on the market and the process. GoHighLevel is great for marketing and funnels in the US, amoCRM for messenger-driven sales, Bitrix24 when you need tasks and internal processes besides the CRM. We’ll help you choose after the audit.
From $2,000. The total depends on the number of pipelines and team roles, how much data we migrate from the old system and how many integrations you need: website, phone, messaging, accounting. CRM licenses are paid separately. We quote after a free funnel walkthrough on a call.
Yes: contacts, deals, notes and custom fields. We back everything up, map the fields and test the migration on a sample before the full run.
Usually 2–6 weeks. A basic pipeline setup takes about two weeks; a rollout with data migration and integrations takes up to six.
Yes, we set up standalone accounts as well as agency sub-accounts and snapshots for repeat deployment.
That’s why we start with the process, not the settings: we remove extra fields, automate the routine and train the team. When the CRM makes work easier, people use it.
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