CRM Management
Turn your CRM into a revenue-generating machine
Most businesses use only 20% of their CRM's capabilities. We help you unlock the other 80% through smart automation, clean data processes, and workflows that actually get used by your team.
of businesses say less than half of their CRM data is accurate or complete
According to Validity's 2025 State of CRM Data Management report, incomplete and inaccurate CRM records, caused by manual entry, poor adoption, and disconnected tools, cost companies millions in lost opportunities.
"Before working with NomanuAI, our team spent 3 hours a day on data entry. Now that time goes to actual selling. Our pipeline visibility improved 300% and our close rate went up 18%."
— Yvonne, Business Owner, Haivyne
What we actually do for your CRM
We don't just set up your CRM and walk away. We build sustainable systems that your team will actually use, with ongoing support to ensure adoption and ROI.
Data cleanup & migration
Remove duplicates, standardize formats, and migrate your data without losing important history.
Custom automation workflows
Lead scoring, follow-up sequences, and task creation that matches how your team actually works.
Integration with your tools
Connect your CRM to email, calendar, marketing tools, and accounting software seamlessly.
Team training & adoption
We train your team on the new processes and provide documentation so nothing gets forgotten.
Reporting & analytics setup
Build dashboards that show you what's actually moving the needle for your business.
Ongoing optimization
Monthly check-ins to refine workflows and add new automations as your business grows.
CRM platforms we work with
We specialize in the leading CRM platforms:
Who typically needs this
Our CRM management services work best for growing businesses that have outgrown basic contact management but aren't quite ready for a full sales operations team.
Coordinate leads, follow-ups, and pipeline stages across agents without manual tracking.
Centralize client onboarding, approvals, and reporting with automated workflows.
Connect product usage data to your CRM for clean pipelines, health scores, and renewals.
Automate intake, engagement letters, task handoffs, and billing with audit-ready records.
Unify customer, order, and support data for targeted campaigns and higher LTV.
Common automations we build
These are real examples from recent client projects. We customize everything to match your specific sales process and business needs.
Lead qualification chatbot
Captures visitor info, asks qualifying questions, schedules demos for qualified leads automatically
Follow-up sequence automation
Sends personalized emails based on lead behavior, creates tasks for sales reps at optimal times
Deal pipeline reporting
Daily dashboards showing win rates, deal velocity, and bottlenecks by rep and stage
Customer onboarding workflows
Automatically creates project records, assigns team members, sends welcome sequences
Meeting summary automation
Records key points from sales calls, updates deal records, creates follow-up tasks
Renewal reminder system
Tracks contract end dates, alerts account managers, triggers renewal conversations
How we can help
We offer three ways to work together, depending on where you are and what you need.
START HERE
CRM Health Check
$497 (2 hour session)
We'll review your current setup, identify the biggest gaps, and give you a prioritized action plan. Great if you're not sure where to start or want a second opinion.
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Complete CRM Setup
Starting at $3,500
We clean up your data, build custom automations, set up reporting, and train your team. Includes 30 days of support after launch to ensure everything works smoothly.
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Monthly Optimization
$1,200/month
Monthly check-ins to optimize workflows, add new automations, and keep your system running as your business evolves. Includes priority support and quarterly strategy sessions.
Learn MoreRelated services
CRM management works best when it's connected to your other business processes. We also help with these common adjacent needs.
Client Intake & Onboarding
Welcome new clients with a smooth, consistent process every time. From booking to first delivery, everything flows without delays or missed details.
Project Management
Track tasks, deadlines, and progress automatically across your tools. Everyone stays aligned, and projects move from start to finish with less effort.
Billing & Payment
Send invoices, follow up on payments, and keep records up to date automatically. You maintain healthy cash flow without chasing after clients.
Social Media Content
Plan your content once and let it publish on schedule across all your channels. Stay visible online without the daily posting grind.
Ready to turn your CRM into a growth engine?
Book a free 30-minute call to discuss your current setup and see if we're a good fit. No sales pitch, just an honest conversation about your CRM challenges.