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CRM implementation for small businesses, built so your team actually uses it

I set up and fix CRMs for small and mid-size businesses, built around the way you already sell, with the automations that stop follow-up from depending on someone’s memory.

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Quick answer

CRM implementation means setting up a CRM around how your company sells: the pipeline, the data fields, lead capture, automations, integrations and training. For a small or mid-size business it usually takes about a month. The hard part isn’t the software. It’s getting the team to use it, so that’s where I focus.

Most CRM projects don’t fail because of the software

Studies on CRM projects put the failure rate anywhere between 18% and 69%, and the reason that shows up again and again is the same: people don’t use it. The tool gets bought, configured, launched, and then the team goes back to spreadsheets, inboxes and phones.

That’s why I don’t start with features. I start with how your team sells today, then build the CRM so it’s the easiest way to do that job.

What an implementation includes

Laptop with a CRM open, showing a contact list and a sales pipeline board
  • Your sales process, mapped. Where leads come from, who talks to them, what happens next and where deals get stuck.
  • A pipeline that matches it. Stages your team already uses in conversation, so updating a deal takes seconds.
  • Clean data structure. Custom fields, tags and lists you’ll actually segment on later.
  • Lead capture and integrations. Forms, website, ads, calendars and the tools you already use, all landing in one place.
  • Automations. Instant replies, follow-up sequences, task reminders and lead routing.
  • Email deliverability. A dedicated sending domain, SPF, DKIM and DMARC set up before the first campaign.
  • Dashboards that show the numbers you’ll look at every week.
  • Migration from your current CRM or spreadsheets.
  • Training and an adoption plan, one habit at a time.
  • Documentation of everything, plus 60 days of support inside the scope.

  • The CRMs I work with

    If you haven’t picked a platform yet, I’ll recommend one based on your process and budget, not on which tool I prefer.

    1. GoHighLevel.Most of my work. I’ve set up 150+ sub-accounts since 2021.
    2. HubSpot.Setup, administration and cleanup.
    3. Salesforce.Setup, cleanup and migrations in and out.
    4. Pipedrive and Zoho CRM.For teams that want a simpler sales CRM.
    5. Email and marketing platformslike Klaviyo, Kajabi and systeme.io, connected to the CRM or migrated into it.

Signs you need help with your CRM

  • Leads live in spreadsheets, inboxes or someone’s phone
  • Nobody can say how many deals are open or where they’re stuck
  • Follow-up depends on someone remembering
  • You pay for a CRM the team doesn’t update
  • Reports take hours of copying and pasting
  • Marketing and sales use tools that don’t talk to each other

How an implementation runs

Map the sales process

with the people who actually sell.

Design the pipeline and the data

before building anything.

Build and connect

forms, calendars, ads, email and your other tools.

Automate

the follow-up nobody has time for.

Test everything

with fake leads, never with real ones.

Train the team and roll it out

one habit at a time.

Support for 60 days

while the team settles in.

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  • What affects the cost

    Implementation projects start at US$1,500, and every project gets a fixed quote before I start.

    If a migration is part of it, the CRM migration checklist shows everything that has to be mapped first.

    1. Pipelines and processes.How many ways your business actually sells.
    2. Data.How much has to be imported, and what state it arrives in.
    3. Integrations.How many tools the CRM has to talk to.
    4. Automations.How much logic sits behind the follow-up.
    5. Training.How many people need to learn the new way of working.
    6. Migration.Whether you are coming from another CRM or starting clean.

Switch CRMs or fix the one you have?

I recommend switching when your current CRM has hit its limit and can’t do what the business needs anymore. I don’t recommend it when the team isn’t using the basics of what you already have. A new CRM won’t magically create the habit. In that case, fixing the current one is faster and cheaper.

Results

ProjectWhat changed
Wellness franchise networkMigrated from FranConnect to GoHighLevel in one month, 18,000+ contacts, no data lost, no downtime, US$22,800 a year saved. Read the case study
Commercial electrical contractorFrom nobody using the CRM to leads answered in under 1 minute, 100% follow-up and 4x more booked calls. Read the case study

Every lead in one place, answered from the same inbox, whether it came from a form, a call or WhatsApp. That is what both projects above have in common: the team stopped looking for leads in three different apps.

How we start

First email.

Tell me what you use today and what’s not working.

My reply.

What I’d do first, the scope and the timeline.

The build.

I build it, test it, document it and train your team.

Support.

60 days for anything inside the scope, at no extra cost.

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FAQ

Frequently asked questions

  • Which CRM should I choose?

    It depends on how you sell. For service businesses that want CRM, marketing and booking in one place, GoHighLevel is usually the best value. HubSpot fits teams that want a polished marketing and sales suite and have the budget for it. Salesforce makes sense for larger, more complex sales teams. I’ll tell you which one fits you, and why.

  • How long does a CRM implementation take?

    About a month for most small and mid-size businesses, including testing and training.

  • Can you work with the CRM we already have?

    Yes. A lot of projects are a cleanup and rebuild of an existing account.

  • Do you train the team?

    Yes. The project isn’t done until the people using it know how.

  • Who owns the CRM and the data?

    You do. The accounts stay in your name, and everything I build is documented.

  • Is a CRM worth it for a small business?

    If more than one person talks to leads, or if leads slip through the cracks today, yes. The cost of a CRM is usually smaller than the cost of the deals you lose to slow or forgotten follow-up.

  • How much does CRM implementation cost?

    My implementation projects start at US$1,500, with a fixed quote before I start. The CRM subscription is separate and paid directly to the platform.

  • Do you work on US hours?

    Yes. I’m in Brazil, 1 to 2 hours ahead of US Eastern Time.

PEOPLE I HAVE WORKED WITH

What clients say

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Working with Lucas on my website was a really great experience. He’s a fantastic listener—patient, thoughtful, and was genuinely committed to understanding what I wanted to convey. I came in with ideas and pieces of my story, and Lucas brought the structure and creativity needed to pull it all together. His insights and suggestions helped turn my vision into a website that truly reflects who I am and what I do. I’m so grateful for his partnership and highly recommend him to anyone looking to bring clarity and impact to their online presence.
Jackie VickBusiness Guide · Jackie Vick Growth Partners
We've partnered with Lucas on numerous development projects, and it's not an overstatement to say he's become an invaluable extension of our team. Lucas consistently delivers top-notch work, combining exceptional coding skills with a keen eye for design. What truly sets Lucas apart is his problem-solving ability. We've thrown some complex challenges his way, and he always comes through with elegant, effective solutions. His technical expertise is matched only by his dedication to understanding our needs and exceeding our expectations. We have complete confidence in Lucas's ability to tackle any project we throw at him. We wholeheartedly recommend Lucas to anyone seeking a highly skilled, reliable, and results-oriented developer.
Tony JuaysOwner · First Ignite
Working with Lucas completely shifted how I see the value of a website. Lucas not only built a digital presence that better reflects my credibility, but also helped me uncover and communicate key success metrics I had overlooked. I walked away with far more confidence in my positioning.
David LeavittCEO and Managing Director · CxO Advisory, LLC
Lucas is exceptional at helping me elevate my digital presence. He listens carefully, clarifies expectations, and communicates with both clarity and empathy. His design skills go beyond aesthetics, they’re strategic, helping me stand out with authority and attract the right clients. I highly recommend him to any business who wants to stop blending in and start leading with confidence.
Breandan FilbertManaging Partner · Salezworks
Lucas Nobre has been an exceptional asset to my projects and my clients projects. His punctuality and reliability in delivering work on time have been impeccable. Lucas always brings fresh, creative ideas that elevate our web pages far beyond the ordinary. His attention to detail is AMAZING, and his expertise in SEO has significantly improved our web visibility. Thanks to Lucas, my digital presence has never been better. Highly recommend his services if you're looking to take your project to the next level!
Natalia NogueiraFounder & Strategic Consultant · Natália Nogueira Tech
100% recommended. It was an absolute pleasure to work with someone like Lucas. His work ethic and implementation in web development were truly appreciated. He created a website using GHL, and even when we faced some challenges, Lucas always provided the best he could.
Kevin CardosoOwner · Kevin Cardoso Pro
Fantastic! Lucas is the best.
Tim YoungOwner and attorney · Jones Act Law
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Lucas Nobre
About me

Lucas Nobre

I'm Lucas Nobre, a freelance marketing and CRM specialist based in Fortaleza, Brazil. I started as a software developer at HP, which is why I test everything before it goes live.

Since 2021 I've built 150+ GoHighLevel sub-accounts and 100+ websites across 20+ industries, for clients in the US and 6+ other countries. Certified by CXL and the Interaction Design Foundation. My client work is under NDA, so names stay private.

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Want a CRM your team doesn’t work around?

Email me what you use today and where it breaks. I’ll reply with where I’d start.

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