Digital Marketers India

White-label CRM setup and management services for agencies, consultants and in-house teams across Australia, USA, UK and Asia.
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CRM Setup, Management and Execution Partner

CRM Setup & Management Services: Built, Connected, Always Converting

Digital Marketers India sets up, customises and manages CRMs built to move leads through your funnel, not just store them – GoHighLevel first, with Odoo and ActiveCampaign supported too, for agencies, fractional CMOs and in-house teams across Australia, USA, UK and Asia.

You bring the strategy. We execute the setup and automation, and bring expert input to help you get more from the database you already have.

Book a Discovery Call CRM Automation

50+
Agencies and Consultants Served
24-48 hrs
To Onboard and Start
3
CRM Platforms Supported
3
Engagement Models to Choose From
100%
White-Label Delivery

What Is CRM Setup and Management?

CRM setup and management services cover the configuration, customisation and ongoing running of a customer relationship management platform – pipelines, email and SMS templates, automations and integrations. Digital Marketers India delivers CRM setup and management services with a primary focus on GoHighLevel, plus Odoo and ActiveCampaign, built so leads keep moving through the funnel instead of sitting in a static contact list.

Why It Matters

Your CRM Isn’t a Contact List. It’s a Growth Engine.

A CRM full of contacts that never move is a spreadsheet with better branding. Digital Marketers India builds pipelines, automations and lead routing so contacts keep moving through your funnel, and the data collected turns into decisions, not just a list somebody scrolls through once a quarter.

Pipelines That Actually Move

Pipeline stages built around how your funnel really works, not a generic template that leaves leads stuck in the wrong stage.

Lead Routing That Doesn’t Lose Leads

Automations that route, tag and notify the right person the moment a lead comes in, so nothing sits unread in an inbox.

Data That Informs Decisions

Custom fields and reporting structured from day one, so the CRM can actually answer questions about pipeline health.

AI-Assisted Lead Routing and Scoring

AI-powered scoring and routing help prioritise the leads most likely to convert, reviewed and refined by a specialist.

Platforms We Support

GoHighLevel First, With Odoo and ActiveCampaign Supported Too

Digital Marketers India goes deepest on GoHighLevel, and supports Odoo and ActiveCampaign for teams already built on those platforms.

Primary Platform

GoHighLevel

Full GoHighLevel setup services, onboarding, pipeline builds, automation and ongoing management, delivered by a team that works in it every day.

Secondary

Odoo

Odoo CRM implementation and customisation for teams already running their operations on Odoo.

Also Supported

ActiveCampaign

ActiveCampaign setup services and implementation for teams using it for email and marketing automation.

Other CRM and marketing automation platforms are supported on request – ask on your discovery call.

Also Supported on Request

HubSpotSalesforcePipedriveZoho CRMMonday CRMKeapZendesk Sell

What We Execute

CRM Setup and Management Services, Available Individually or as a Full Stack

Every item below is optional. Request setup only, ongoing management only, or everything.

01

CRM Setup and Onboarding

Account structure, users and permissions configured so the platform is ready to build on from day one.

02

Pipeline Creation and Management

Sales and marketing pipelines built around your actual funnel stages, not a generic default.

03

Email Template Setup

Foundational email templates built on-brand and ready to plug into any sequence or campaign.

04

Email Signature Setup

Consistent, branded email signatures configured across every user in the account.

05

SMS Setup and Local Numbers

SMS templates configured and local numbers provisioned so outreach lands as a local, trusted sender.

06

Workflow and Automation Setup

Automations that move leads, trigger notifications and handle follow-up without manual intervention.

07

CRM Customization

Custom fields, stages and views built when the default setup no longer matches how you work.

08

CRM Integration

Your CRM connected to your website, ad platforms and other tools so leads flow in automatically.

09

CRM Migration

Contacts, history and automations migrated cleanly from your old platform without losing data.

10

Lead Management and Routing

Leads tagged, scored and routed to the right person or team automatically as they come in.

11

CRM Health Check

A full review of pipelines, automations and data quality to flag what is quietly costing you leads.

12

Ongoing CRM Support

A technical partner on call for whatever the CRM needs next, not just the initial build.

Our Primary Platform

GoHighLevel Setup Services From a Team That Lives In It Daily

GoHighLevel is where Digital Marketers India spends most of its CRM hours, which is why our GoHighLevel experts can move faster and go deeper than a generalist CRM consultant. As a GoHighLevel agency, we handle everything from onboarding through to ongoing management.

Full GoHighLevel Onboarding

Account setup, user structure and initial configuration completed so your team can start working in GoHighLevel immediately.

Pipeline and Funnel Build in GoHighLevel

Pipelines and funnels built inside GoHighLevel to match your sales process, from first contact to close.

GoHighLevel Automation and Workflows

Workflows built to automate follow-up, notifications and lead routing without manual work from your team.

GoHighLevel SMS and Local Numbers

SMS templates and local number provisioning set up inside GoHighLevel for higher-trust, higher-response outreach.

The Partner Model

You Set the Strategy. We Execute It and Help You Get More From It.

Digital Marketers India is not a CRM vendor that disappears after setup. We execute the CMO’s strategy inside the CRM, and bring strategic, expert input on pipeline structure, automation and lead routing to help you get more out of the platform you are already paying for.

Your Strategy, Our Setup

You define how leads should move through the funnel. We build the pipelines and automations that make it happen.

Expert Recommendations, Your Call

We flag where a pipeline or automation could work harder, based on experience across dozens of CRM builds. The final call stays with you.

Proactive Monitoring, Not Reactive Fixes

If an automation breaks or leads stop routing correctly, you hear about it from us first, not from a client asking why nobody followed up.

AI-Accelerated, Specialist-Reviewed

AI-assisted lead scoring and workflow suggestions accelerate setup. Every automation is still reviewed by a CRM specialist before it goes live.

Who This Is For

Built for Teams That Need a CRM Partner, Not Just a Setup Job

Digital Marketers India works as a CRM execution partner for teams that need their platform built, connected and actively managed.

Agency Owners

You sell GoHighLevel or CRM setup to clients but capacity is full. We execute under your brand, to your standards, on setup and ongoing management.

Fractional CMOs and Consultants

You set the pipeline and lead routing strategy. We build and manage the CRM that runs it, so nothing gets lost in translation.

In-House Marketing Managers

You own the pipeline target but have no internal CRM specialist. We become the technical resource behind your funnel.

Engagement Models

Select Your CRM Fulfillment Plan (Switch Anytime)

Every deliverable listed below is available across all three fulfillment plans. What changes is the resource type, seniority level and capacity. All plans include a dedicated account manager and white-label delivery.

Deliverable Hourly Execution Dedicated CRM Resource Full CRM Team
CRM Setup and Onboarding Included Included Included
Pipeline Creation and Management Included Included Included
Email and SMS Template Setup Included Included Included
Local Number Provisioning Included Included Included
Workflow and Automation Setup Included Included Included
CRM Customization Included Included Included
CRM Integration Included Included Included
CRM Migration On request Included Included
Lead Management and Routing Included Included Included
CRM Health Check Included Included Included
Strategic Recommendations On request Included Included
Weekly Progress Updates On request Included Included
Monthly Reporting On request Included Included
Dedicated Account Manager Included Included Included
Scale Up

A new funnel, a migration, or a full CRM overhaul. Add hours, add a dedicated resource, or upgrade to a full CRM team – active within 48 hours.

Scale Down

Post-setup, quieter periods only need light maintenance. Reduce hours without losing CRM context already built.

Our Process

From Discovery Call to a Live, Managed CRM

No long procurement cycles. No multi-week ramp-up. Onboarding starts within 48 hours.

01

Discovery Call

We confirm the platform, current funnel, and exactly which services you need.

02

Onboarding in 24-48 Hours

Platform access configured, NDA signed, communication cadence agreed.

03

CRM Audit

Existing pipelines, automations and data quality reviewed before any changes are made.

04

Setup and Build

Pipelines, templates and automations built to match the actual sales and marketing funnel.

05

Integration and Automation

CRM connected to your website and tools, with automations built to route leads correctly.

06

QA, Launch and Ongoing Support

Every pipeline tested end to end, then supported and reported on as your funnel evolves.

Make the Right Choice

In-House vs Freelancer vs Digital Marketers India

Identify where the gaps are in your current CRM setup before choosing the right arrangement.

Factor In-House Hire Freelancer Digital Marketers India
Time to start 2-4 months 1-2 weeks 24-48 hours
Cost structure Fixed salary + overhead Variable per project Flexible, hourly, dedicated or full team
Platform depth Usually one platform Often generalist GoHighLevel specialists, plus Odoo and ActiveCampaign
Strategic input Depends on individual Rarely included Included as standard
Ongoing management Separate hire usually Rarely included Included as standard
Migration expertise Specialist required Variable Included on request
Reporting You build it Rarely included Included and client-ready
Management required High, ongoing High, per project Low – brief once, we execute
Scalability Slow, rehire to scale Limited Fast, flex up or down

Your database should be working, not just growing.

Digital Marketers India sets up and manages CRMs built to move leads through your funnel, not just store them.

Book a Discovery Call →

Common Questions

Questions About CRM Setup & Management Services

What is CRM setup?

CRM setup is the process of configuring a customer relationship management platform – pipelines, contact fields, email and SMS templates, automations and integrations – so a business can actually manage leads and customers inside it, rather than just storing contact records. Digital Marketers India provides CRM setup services with a primary focus on GoHighLevel, plus Odoo and ActiveCampaign, built around how leads should actually move through a funnel.

How do you set up a CRM?

Setting up a CRM starts with mapping the sales and marketing funnel, then building pipelines, custom fields, email and SMS templates, and automations that match that funnel, before connecting the CRM to the other tools a business already runs on. Digital Marketers India follows this process for every CRM setup engagement, whether the platform is GoHighLevel, Odoo or ActiveCampaign, so the CRM reflects how the business actually sells.

What is CRM implementation?

CRM implementation is the broader project of introducing a CRM platform into a business – setup, data migration, integrations, team onboarding and initial automation – rather than a single configuration task. Digital Marketers India provides CRM implementation services covering the full rollout, from initial setup through to the point a team is actively using the CRM day to day.

What is the difference between CRM implementation and CRM customization?

CRM implementation is the initial rollout of a CRM platform, covering setup, migration and onboarding. CRM customization happens afterward, adapting fields, workflows, automations and integrations as a business’s process changes or matures. Digital Marketers India provides both – full CRM implementation for new setups, and ongoing CRM customization for businesses whose existing CRM no longer matches how they actually work.

What does a CRM consultant do?

A CRM consultant reviews how a business currently manages leads and customers, then designs and builds the pipelines, automations and integrations needed to support that process inside a CRM platform. Digital Marketers India’s CRM consultants go further than setup, providing strategic input on pipeline structure, lead routing and automation so the CRM actively supports revenue growth, not just contact storage.

How much does CRM implementation cost?

CRM implementation cost depends on scope – a straightforward pipeline setup costs far less than a full migration with custom automations and multiple integrations. Digital Marketers India offers CRM setup and management services hourly, through a dedicated resource, or a full team, and scope is confirmed on a discovery call before any pricing is proposed. Platform subscription costs are always the client’s responsibility.

Does Digital Marketers India offer GoHighLevel expert services for agencies?

Yes. GoHighLevel is Digital Marketers India’s primary CRM platform, and we operate as a GoHighLevel agency for marketing and digital agencies across Australia, USA, UK and Asia. This covers full GoHighLevel setup services, onboarding, pipeline and funnel builds, automation and ongoing management, delivered white-label under the agency’s own brand.

Does Digital Marketers India provide ongoing CRM support?

Yes. Ongoing CRM support is a core part of the service, not an add-on. This covers automation troubleshooting, pipeline adjustments, new integrations and general CRM health checks, available hourly, through a dedicated resource, or a full team, so the CRM keeps working as the business and its funnel evolve.

Work With Digital Marketers India

You Set the Strategy. We Build the CRM Behind It.

Book a 30-minute discovery call. We will review your current CRM setup, confirm which services fit your goal, and tell you exactly how we would approach your pipelines – before you commit to anything.

Book a Discovery Call →

Every enquiry reviewed personally. No aggressive sales calls. If we are not the right fit, we will say so.

1

Discovery call

2

Onboard in 48 hrs

3

CRM audit and build

4

CRM live and supported

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