CRM implementation your team actually uses.
A CRM consultant sets up a customer relationship management system so it fits how the business really sells: pipeline, contacts, follow-up, and reporting, with existing data moved in and the team trained. Lockhold scopes the CRM implementation, builds it, and stays until it's in daily use. The same goes for the other software you run on.
CRM implementation: what we set up
- Pipeline and stages: built around how you actually sell, not a default template.
- Contacts and data: existing lists cleaned up and moved in, so there's one record per customer.
- Follow-up: reminders, tasks, and sequences so leads don't sit.
- Reporting: the few pipeline numbers you need each week.
Beyond the CRM: the rest of your software
- Operations tools: project, inventory, and support software configured and connected.
- Integrations: the tools you already have, talking to each other, so nobody re-keys data.
- Training and handoff: short SOPs so your team runs it without you.
How engagements work
- Set scope. In writing, before work starts.
- Fixed price. No open-ended hourly billing.
- Run until done. Finished when your team runs it without you.
Who's behind it
Lockhold is owned and run by Joe and Ro. Joe has been through two exits and helped take a company public. Read our story.
The AI & Operations Teardown
A paid, two-week look at how your business actually runs. We find where AI and better systems take work off your plate first. You get a written plan, plus a build scope and a fixed quote. If you go ahead with the build, the Teardown fee is credited toward it.
- About two weeks
- Written plan you keep
- Build scope and fixed quote
- Fee credited toward the build
Questions about CRM and software implementation
What does a software implementation consultant do?
They set up a new system so it fits the business, move the data, connect it to other tools, and train the team.
Do you do CRM implementation?
Yes. CRM setup and cleanup is a common scope: pipeline, follow-up, and reporting built around how you sell.
Which software do you work with?
Whatever fits the job. We'll recommend keeping what you already pay for when it can do the work.
What is a CRM?
A CRM (customer relationship management system) is software that keeps your contacts, deals, and conversations in one place, so follow-up doesn't depend on memory or spreadsheets.
What is CRM implementation?
CRM implementation is setting up a CRM around how a business actually sells: pipeline stages, contacts and data, follow-up, and reporting. It also covers moving existing data in and training the team to use it.
How do I choose a CRM?
Start with how you sell, not with features: your sales steps, who will use it, and which tools it has to connect to. Pick the simplest option that fits those, check what it will cost as you grow, and test it with your real data before you commit.
What is software implementation?
Software implementation is the work of getting a new tool into daily use: configuring it, moving the data in, connecting it to other systems, and training the team. It's finished when people use it, not when the account is created.
How do I implement new software in a business?
Define what the tool needs to do and who owns it, set it up around your real process, move the data in, connect it to your other tools, and train the team with short written steps. A few weeks later, check that it's actually being used and fix what isn't working.
What tool is sitting half set up?
Tell us in a few lines. If it's a fit, we'll come back with a scope.
Scope your project