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CRM & Sales Pipeline Setup

Stop managing customers through WhatsApp chats and memory. Vault sets up a CRM that captures every enquiry, tracks every deal through clear stages and reminds your team to follow up, built within 3 working days.

From AED 3,000Built within 3 working daysFixed scope · Clear deliverables

Start this project See what’s included

InvestmentFrom AED 3,000Fixed package price, excluding VAT

Delivery3 working daysAfter payment, intake and access are complete

Best forBusinesses losing track of enquiries and follow-ups

You receiveA configured CRM with pipeline, automations and reporting

The Problem

Enquiries are slipping through the cracks.

Leads arrive on WhatsApp, Instagram, email and phone. Some are answered quickly, some days later and some never. Quotes are sent and not followed up. Nobody can say how many deals are open or what the pipeline is worth.

When a salesperson leaves, their customer history leaves with their phone.

The Outcome

Every customer, deal and next step in one place.

Vault configures a CRM around how you actually sell, connects your enquiry channels and trains your team to use it.

Every enquiry captured with source and owner
A visible pipeline from new lead to won
Automatic follow-up tasks and reminders
Customer history owned by the company, not individuals

Who It’s For

Who the CRM & Sales Pipeline Setup is for

WhatsApp-first businesses

Most of your sales conversations happen in chats with no record.

Small sales teams

Two to fifteen people selling and you need visibility and accountability.

Quote-based businesses

You send quotations and need to track which convert.

Owners who want sales numbers

You want to know pipeline value, conversion rate and who is following up.

What’s Included

What Vault builds for you

Every item below is part of the CRM & Sales Pipeline Setup package scope.

Sales process mapping session (60 minutes)
CRM platform recommendation and account setup in your name
Pipeline stages designed around your sales process
Custom fields for your products, services and deal data
Contact, company and deal record structure
Website and landing page forms connected to the CRM
Email inbox integration for tracked conversations
WhatsApp lead capture pathway where the platform supports it
Lead source tracking
Automated follow-up tasks and reminders
Quote stage and lost-reason tracking
Import of up to 1,000 existing contacts
Sales dashboard: pipeline value, conversion and activity
User setup and permissions for up to 5 users

What you receive at handover

A configured CRM in your company name
Your existing contacts imported and cleaned
A live pipeline and sales dashboard
A one-page sales process guide
A recorded team training session

Not included in this package

Paid CRM licences where a free plan is insufficient
Imports above 1,000 contacts or complex data cleansing
Custom software development or API work
Official WhatsApp Business API approval and messaging fees

Need any of these? Ask when you start the project and we will quote it alongside this package.

How Delivery Works

From start to handover in 3 working days

The delivery clock starts once payment is received, your intake form is complete and the content, assets and access listed below have been supplied. Approvals and verification controlled by third parties (for example Google, Meta, domain registrars or payment providers) follow those providers’ own timelines.

Day 0
Sales process mapping
We map how leads arrive, who handles them and what stages a deal goes through.
Day 1
CRM configuration
The account, pipeline, fields, users and permissions are set up.
Day 2
Connections and automation
Forms, email, lead sources, tasks and reminders are connected and tested.
Day 3
Data, dashboard and training
Contacts are imported, the dashboard is built and your team is trained.

What We Need From You

Client inputs

Once you start, you receive a short intake form. Delivery runs on schedule when these are ready:

A 60-minute call with whoever runs sales
Your existing customer and lead lists in a spreadsheet
Access to your website forms and business email
Names and email addresses of CRM users
Your quote or proposal template if you use one

Starting price

AED 3,000

Excluding VAT. Third-party subscriptions billed separately.

Built within 3 working days
One consolidated round of revisions included
Everything set up in your name and handed over
Recorded walkthrough of how to use it

Start this project

The starting price covers the scope described on this page. Larger requirements are quoted before any payment is taken.

What Happens Next

What happens after you start

Within 1 working day
Confirm the fit
We review your request, confirm the package and scope are right for you, and send the invoice and intake form.
Day 0
Payment and intake
You pay the invoice and complete the intake form, then share the content, assets and access listed on this page.
Delivery clock running
We build
Vault produces, quality-checks and presents the work for your review on the stated timeline.
Final day
Handover
You receive everything, with access, a walkthrough and a recommendation for the next system worth adding.

FAQs

CRM & Sales Pipeline Setup questions

Which CRM will you use?

We recommend the platform that fits your size, budget and workflow, typically HubSpot, Zoho CRM or Pipedrive. Many small teams start on a free or low-cost plan.

Can WhatsApp messages go into the CRM?

Leads that start on WhatsApp can be logged into the CRM through click-to-chat tracking or integrations. Full two-way WhatsApp inbox integration depends on the platform and the WhatsApp Business API.

My team will not use a CRM. Will this work?

The setup is deliberately simple, with only the fields and stages you need, and includes team training. Adoption is far higher when the CRM matches how people already sell.

Can you move our data from spreadsheets?

Yes. Up to 1,000 contacts are imported and cleaned within the package. Larger imports can be quoted.

What comes after the CRM?

Popular next steps are Lead Generation Setup to fill the pipeline, Proposal & Quotation System to speed up quotes, and a Business Dashboard to report on the numbers.

Build On It