CRM / SaaS Setup
Your business deserves systems that work smarter not harder.
At Hexa Level, we build custom CRM and SaaS solutions designed to help you manage clients, automate workflows, and grow your business effortlessly.
Whether you’re setting up GoHighLevel (GHL), or a custom SaaS platform, our experts ensure everything runs smoothly — from integrations to automations, data sync, and performance optimization.
Our goal is simple: make your CRM or SaaS setup a seamless extension of your business — one that saves time, drives sales, and simplifies operations.
Why Choose CRM / SaaS Setup?
Centralized communication
Automation power
Smarter decisions
Team collaboration
Convert Visitors Into Clients
Data protection & security
Our CRM / SaaS Setup Process
Discovery & System Planning
We analyze your business structure, goals, and challenges to determine what CRM or SaaS tools fit best. You’ll get a customized setup plan built around your operations and scaling goals.
Data Migration & Cleanup
We securely migrate your existing data contacts, leads, tags, and notes with zero loss. Old duplicates are cleaned, and structured tagging ensures clarity and easy segmentation.
Pipeline & Dashboard Setup
We create sales pipelines, lead stages, and dashboards tailored to your process. Track every lead, automate follow-ups, and see results in real-time.
Automation & Workflow Design
Custom automation sequences handle repetitive tasks automatically like welcome emails, lead assignments, notifications, and follow-ups.
Integration & SaaS Connection
We connect your CRM to marketing tools, payment systems, websites, and third-party apps. Your system works together website leads go directly into CRM, payments update customer records, and analytics sync instantly.
Team Training & Launch Support
Once setup is complete, we train your team to use every feature confidently. You’ll also get continued support and optimization after launch.
What You Get with Our CRM / SaaS Setup
Full CRM Configuration
- Custom pipeline and stage setup for your sales process
- Tailored dashboards for leads, clients, and deals
- Custom fields and automations mapped to your workflow
Workflow Automation
- Automated follow-ups, task creation, and lead assignment
- Email, SMS, and WhatsApp automation flows
- Custom triggers for form submissions, status changes, or payments
Integrated Payments & Billing
- Stripe, PayPal, and Authorize.net integration
- Auto-invoicing and transaction tracking
- Subscription management with recurring billing
- Connected CRM records for every payment
User Roles & Access Control
- Role-based permissions for safe collaboration
- Separate dashboards for admins, teams, and clients
- Controlled data access with custom visibility rules
Third-Party Integrations
- Integration with Google, Meta, and LinkedIn Ads
- Sync with tools like Mailchimp, Zapier, and Slack
- Calendar integrations (Google, Outlook) for scheduling
Data Migration & Cleanup
- Duplicate data removal and structure optimization
- Secure migration from existing CRMs
- Historical record import with clean formatting
- Contact mapping for tags, notes, and history
- Full verification post-migration for accuracy
Our Guarantees
Professional Expertise
Experienced team following latest trends.
On-Time Delivery
Each stage completed on schedule.
Long-Term Support
Maintenance, upgrades, and future development.
Secure & Reliable
Tested for safety, speed, and cross-device performance.
Why Work With Us?
All-in-One Expertise
CRM, automations, and web integrations
Conversion Focused
Built to turn visitors into customers.
Flexible & Affordable
Options for all business sizes.
End-to-End Solutions
SEO, automation, integrations included.
Friendly Communication
Friendly, transparent, and proactive.
Long-Term Support
We’re here post-launch with maintenance.