CRM Implementation Services for Small Businesses & Freelancers
Streamline your client management with expert, bilingual CRM setup and support
Take Control of Your Business Operations
Still tracking leads in spreadsheets? Missing client follow-ups? You’re not alone—and there’s a smarter way to work.
We help small businesses, freelancers, and startups move from chaos to clarity with powerful CRM systems like HubSpot, Monday.com, and Zoho. With over two years of experience, we offer technical setup, training, integrations, and ongoing support—all in English or Spanish, depending on your team’s needs.
Let’s build you a CRM that actually works for how you do business.
What We Offer
✅ CRM Technical Setup
We handle everything from your CRM’s initial configuration to pipeline building, contact segmentation, and automation rules.
🎓 Team Training (English & Spanish)
Whether you’re a solo freelancer or a small team, we teach you how to confidently manage your CRM. We offer bilingual documentation, video walkthroughs, and live 1:1 or group sessions.
🔗 Custom Integrations
Connect your CRM to your website, email tools, e-commerce platform, or even WhatsApp. We personalize it so your daily work feels seamless, not scattered.
🛠️ Ongoing Support
Need updates? Adding a new tool? Want to adjust how your automation works? We’re here long after the initial setup to ensure your CRM evolves with you.
Which CRM Tools
Do We Work With?
HubSpot
Perfect for businesses that want marketing, sales, and service features in one place. We help you get started with the free plan and grow into it without wasting time or budget.
Monday
Highly visual and flexible, Monday is great for teams managing tasks and pipelines in one space. We customize boards to match your exact business flow.
Zoho CRM
A cost-effective, powerful platform for organizing sales and client communication. Especially useful for businesses working in multilingual or international contexts.
Open to Other Tools
Already using another CRM or considering a niche option? Let us know. We adapt to your workflow and make any tool feel natural to use.
Real Success Stories
Professor Karlos — Private Tutor
Website: elprofekarlos.com
Karlos teaches students across Mexico and the U.S. We implemented Zoho CRM to help him keep track of students, lessons, payments, and follow-ups. With automation, he now spends less time on admin and more time teaching—while growing his student base steadily.
Led by Dr. Pliego, MediHealth needed a way to manage patients across different clinics. We implemented a bilingual CRM system integrated with their website’s contact forms and WhatsApp, improving lead response time and appointment scheduling. The CRM now serves as their operational hub.
MediHealth Mexico — Medical Group
Website: medihealthmexico.com
Dr. Salvador Medina — Private Surgeon
Website: drsalvadormedina.com
We helped Dr. Medina centralize all patient communication and follow-ups using a customized CRM setup. Now, his team efficiently manages consultations, follow-ups, and pre-op/post-op workflows—all in one place. The result? A 40% drop in missed appointments and better patient satisfaction.
Our Process
- Discovery Call – We evaluate your business needs, team structure, and goals.
- CRM Selection – We help you choose the best tool or adapt the one you already have.
- Setup & Integration – Full implementation with custom automations, forms, and pipelines.
- Training & Testing – Live sessions to ensure you and your team feel confident.
- Post-Launch Support – Ongoing help with updates, tweaks, or scaling as you grow.
Ready to Level Up Your Business?
Let’s build a CRM that grows with your goals.
Book your free online video consultation and let’s explore how we can simplify your workflow.
❓ Frequently Asked Questions
How much does CRM implementation cost?
Pricing depends on the scope of your setup and team size. We offer flexible packages for individuals, startups, and small teams. All prices are in USD.
How long does the process take?
Most implementations take 5–10 business days. More complex integrations may take longer, but we’ll keep you informed every step of the way.
Do I need to pay for HubSpot or Zoho plans?
No. We work with free versions and scale only when your needs require it. We help you get the most value without overspending.
I’ve never used a CRM before. Is this for me?
Absolutely. Our service is ideal for first-time CRM users. We walk you through everything so you never feel lost.
Do you work with teams in both English and Spanish?
Yes. All documentation, training, and communication can be bilingual, tailored to your team’s language preference.