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PromotEdge International

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CRM implementation · Set-up, migration and integration · USA and Canada

CRM implementation services for sales and marketing teams

PromotEdge International offers CRM implementation services for businesses in the USA, Canada and other markets. We set up your CRM around how your team sells, move your data in, connect it to your website, email and other tools, and automate the follow-ups. Our delivery team is in India.

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A CRM your team actually uses, with every lead and deal in one place.

In short

A CRM only helps if the team uses it and the data in it is right. We start from your sales process, keep the set-up simple, and connect the tools that feed it so nobody types the same thing twice.

If no standard CRM fits your process, see our custom CRM development page.

CRM implementation and integration services

For a new CRM, or one you have that nobody uses.

ServiceWhat you get
Process mappingYour sales and service stages written down before we touch the CRM.
Set-up and configurationPipelines, fields, roles and views that match how your team works.
Data migrationContacts, companies and deals moved from spreadsheets or an old CRM, cleaned and de-duplicated.
IntegrationsWebsite forms, email, calendar, phone, ads and accounting tools connected.
AutomationLead routing, reminders, follow-up emails and task creation that run on their own.
Reports and dashboardsPipeline, lead source and team activity, in views your managers will read.
Training and handoverShort training for each role, and a simple guide.

Part of our software development company work.

Brands we have worked with

  • Fine Organics
  • Weichai
  • Novozymes
  • Dozco
  • SANY
  • Prezent
  • Honest AI
  • SCENNE
  • Sara International
  • Vega MPS
  • Desi Machine Pvt. Ltd.

Work delivered from India. Results are shared one to one, under NDA.

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  • Since 2015
  • Round the clock, as per your location
  • 4 pillars
  • We travel to our clients every 3 to 4 months
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How we work

  1. 01

    Tell us the goal

    A rough note through the form on what you sell and what needs to change.

  2. 02

    We study your market

    How people find you today, where inquiries get lost, then a call in your working day.

  3. 03

    A written plan

    The work, who does it and how it is measured. Nothing starts until you approve it.

  4. 04

    The work starts

    Our team in India does the work, with calls set in your working hours.

  5. 05

    Reports and visits

    Every number we report shows its source and date range, and we travel to our clients every 3 to 4 months.

Industries we serve

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Common challenges

Why CRMs fail, and what we do about it

Typical situations, not results from a named client.

The team works around it

Too many fields and steps, so people go back to spreadsheets. We keep the set-up to what each role needs.

Leads arrive and wait

Web leads land in an inbox, not the CRM. We connect every form and route each lead to an owner.

Duplicate and dirty data

Imports without cleaning leave three records for one customer. We clean before we migrate.

No one trusts the reports

When stages mean different things to different people, the pipeline is guesswork. We define them with your team.

How we work

How a CRM implementation runs

  1. 01

    Map the process

    We sit with your sales team and write down the stages, fields and handovers.

  2. 02

    Configure

    We set up the CRM to match, and leave out what you will not use.

  3. 03

    Migrate and connect

    Data comes in clean, and your forms, email and other tools are connected.

  4. 04

    Automate

    Follow-ups, routing and reminders are added once the basics work.

  5. 05

    Train and review

    Each role gets a short training, and we check usage after the first weeks.

What CRM implementation services cover

CRM implementation is the work of setting up a customer relationship management system so it fits your business: the pipeline, the data, the connections to other tools and the training. It suits companies moving off spreadsheets, switching CRM, or rescuing one the team never adopted.

Consent belongs in the CRM, too. In Canada, CASL requires consent before a commercial email, and the sender must be able to prove it, so we record where and when each contact opted in.

Our work so far includes CRM and HRMS workflows. Our website coding team, led by Avijit Bhattacherjee on front end and back end, builds integrations, with Raju Barui, a backend developer. They use licensed tools and software. For the emails your CRM sends, see our email marketing agency page.

Cost

What CRM implementation costs

There is no public price list, because the cost follows the job.

What affects the cost

  • How many teams and pipelines
  • How much data to migrate and clean
  • How many tools to connect
  • How much automation and training

How we price

CRM licence fees are separate and paid by you. You see the scope and the fee in writing before work starts.

Questions buyers ask us

  • Process mapping, set-up, data migration, integrations, automation, reports and training. You can take the full project or only the part you are stuck on.

  • Usually the one you have or have chosen. If you are still choosing, we compare a few against your process and budget.

  • Both. We can advise on the set-up for your team to build, or do the configuration, migration and integrations ourselves.

  • Connecting your CRM to the tools around it, such as website forms, email, calendar, phone and accounting, so data flows in without retyping.

  • Yes. We clean and de-duplicate it first, map it to the new fields, and check a sample with you before the full import.

  • Yes. The work happens in your CRM over the internet, and process sessions run on video calls in your working hours. We travel to our clients every 3 to 4 months, and we are available round the clock, 24x7, as per your location.

Tell us what is not working

A real person reads every message and replies.

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Guides on this topic

  • Guides

    CRM implementation steps: a nine-step plan from choosing the system to go-live

    Most CRM implementations fail quietly: the system goes live, the sales team keeps its spreadsheets, the reports are wrong and nobody trusts them, and a year later the company is choosing a new CRM. The cause is almost always the order of work. This guide gives the nine steps in the order that works, from defining the job to the 90-day review, with the data clean-up, migration, integration and training work at each. It cites the public import documentation of two major systems where it matters and claims no partnership with any vendor. It is written for sales and marketing leads at B2B companies in the USA and Canada.

    2026-11-08
  • Comparisons

    HubSpot vs Salesforce: which CRM fits your team?

    HubSpot and Salesforce are two of the CRMs teams shortlist most, and either can run a sales team. They differ in how they are priced, how much configuration they expect and who usually runs them. This guide compares the two only on what each company publishes on its own pages, read on the same day, and sets out how to choose. It is part of our guide to CRM implementation steps. We are not a partner of HubSpot or Salesforce.

    2026-11-12

All our services

Four kinds of work. One plan.

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