CRM Setup & Management That Scales With You

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Our CRM systems are built to drive revenue, automate your workflows, and centralize client communication. We design, deploy, and manage your CRM so it supports every stage of your sales and service operations.

Key Features of Choren’s CRM Setup & Management

Built for scale. Designed for performance.
Our CRM system is more than a contact manager — it’s a business engine. Here’s what powers your sales, service, and automation:

Pipeline-Centric Structure

We design every CRM pipeline to reflect your real sales and client journey stages. This keeps your entire team aligned and focused on conversions.

Automated Task & Campaign Logic

From lead nurturing to internal reminders, we deploy automation that eliminates manual follow-ups and ensures no opportunity slips through the cracks.

Custom Dashboards & Reporting

Track deal progress, pipeline velocity, conversion rates, and rep performance — all in one place. Real-time insights help you make faster, smarter decisions.

Benefits of Choren CRM

Choren CRM isn’t just about managing contacts — it’s about streamlining revenue operations. From improving lead response times to giving you total visibility into your pipeline, here’s how we build systems that scale with you.

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Faster Speed-to-Lead

Automated workflows trigger follow-ups and notifications instantly — reducing response time and increasing close rates.

Increased Pipeline Visibility

Every deal, every task, and every contact is tracked in real time, giving your team clarity and control at every stage.

Automation-Backed Consistency

No more missed follow-ups or forgotten tasks. Your CRM ensures the right action happens at the right time — every time.

Better Lead Conversion

By tracking source, behavior, and lifecycle stage, your CRM helps convert more leads with less manual effort.

Our Proven Process: From Setup to Scaled CRM Success

From initial planning to full rollout and ongoing optimization, our four-phase CRM process is engineered to align your platform with how your business truly works — improving visibility, automation, and ROI every step of the way.

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01.

Discovery & Planning

We begin with a deep dive into your existing client workflows, sales process, and lead sources to architect a CRM that maps directly to your operations.

  • Funnel and conversion mapping
  • Platform configuration strategy
  • Role-based access and user permissions planning

02.

CRM Build & Configuration

We construct your CRM using Choren’s proprietary systems, integrating forms, scheduling, and pipelines into a responsive, conversion-optimized structure.

  • Custom field creation and pipeline staging
  • Integration with calendars, email, and forms
  • Tag systems, deal stages, and lead source tracking

03.

Automation & Workflow Deployment

We deploy automations that eliminate manual admin work and accelerate lead progression through your pipeline.

  • Lead routing, follow-ups, and task automation
  • Triggered emails, SMS, and notifications
  • Missed-call, form-fill, and appointment flows

04.

Optimization & Performance Monitoring

Post-launch, we remain engaged to optimize your CRM system for performance, user adoption, and conversion improvement.

  • Usage tracking and adoption auditing
  • Dashboard setup for team and management
  • Monthly performance reviews and iteration
How We Work

Strategic. Automated. Built to last.

We don’t just install a CRM — we design a platform that works for your team, scales with your pipeline, and evolves with your goals.

01

CRM Discovery & Design

We map your funnels, lead sources, and internal ops to design a CRM system around your real-world sales and service workflow.

02

System Build & Automation Deployment

We build your CRM in Choren’s proprietary platform, configure automations, and sync your forms, calendar, and pipelines,start to finish.

03

Ongoing Optimization & Support

Post-launch, we monitor adoption, train users, and adjust workflows to maximize output and ensure long-term CRM ROI.

FAQ

Got questions?
We have answers

We’ve compiled a few common questions we get from businesses during CRM onboarding. These answers reflect how we deliver fast, scalable, and fully integrated CRM systems — the Choren way.

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Most systems are built, tested, and live within 10 business days. Timelines vary based on integrations and complexity, but we move fast — without sacrificing precision.

Yes. Our CRM integrates your lead capture forms, appointment calendars, and pipeline tracking — all in one centralized, automated system.

Absolutely. We connect your CRM to tools like Google Calendar, Outlook, email platforms, and more — no manual double entry needed.

Yes. We offer full onboarding, training resources, and ongoing support to ensure your team adopts and uses the CRM effectively.

We stay engaged with post-launch audits, dashboard optimization, and performance reviews — ensuring your system evolves as your team grows.

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Our Ai in-bound call agent is my favorite new feature. Never miss a call again!

Simon Choren

Founder