CRM Setup Checklist | Free Interactive Checklist

Set up your CRM system for maximum productivity. From data migration to pipeline configuration, get your CRM working from day one.

Initial Configuration

Configure your CRM settings and structure.

Define your sales pipeline stages (e.g., Lead → Qualified → Proposal → Won/Lost)
Set up custom contact fields relevant to your business
Configure deal/opportunity stages and values
Set your default currency and date format
Invite team members and set permissions/roles Tip: We.Inc CRM makes this easy with role-based access

Data Migration

Import your existing contacts and data.

Export data from your current system (spreadsheet, old CRM, email)
Clean and deduplicate contacts before importing
Map fields from old system to new CRM fields
Import contacts in batches and verify accuracy
Tag or segment imported contacts by source

Automation & Workflows

Set up automations to save time and ensure consistency.

Set up automatic lead assignment rules
Create email templates for common follow-ups
Configure visitor analytics criteria Tip: Score based on engagement, company size, and buying signals
Set up task reminders for follow-up activities
Create automated email sequences for lead nurturing
Set up notifications for deal stage changes

Integration & Reporting

Connect your CRM with other tools and set up dashboards.

Connect email for automatic email logging
Integrate with your website forms for automatic contact forms Tip: We.Inc forms automatically sync with the built-in CRM
Set up key dashboards (pipeline value, conversion rates, activity)
Configure weekly/monthly report emails
Train team members on CRM usage and best practices

Frequently asked questions

How long does CRM setup take?

Basic CRM setup takes 3-5 hours. Full implementation with data migration and team training typically takes 1-2 weeks. All-in-one platforms like We.Inc simplify this significantly.

What data should I track in my CRM?

At minimum: contact info, company details, deal stage, communication history, and lead source. Add custom fields for industry-specific data that helps you sell more effectively.

How do I get my team to use the CRM?

Make it mandatory for all sales activities, keep the interface simple, show how it saves time, and lead by example. Choose a CRM that integrates with tools your team already uses.

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