Service
CRM Setup & Onboarding
We configure your EazeLead account, import your data, and train your team — so you're closing leads from day one, not week four.
What's included
- Account and company profile configuration
- Sales pipeline stages tailored to your process
- User roles and permission setup for your team
- Bulk lead import and field mapping
- Custom fields and lead form setup
- Live team walkthrough and Q&A session
- Go-live checklist and post-setup support
Who is this for?
- New EazeLead customers getting started
- Teams switching from spreadsheets or legacy tools
- Businesses that have tried CRMs before but never fully set them up
- Sales managers who want the CRM configured the right way from day one
How it works
01
Discovery Call
We understand your sales process, team structure, and key goals before touching anything.
02
Configuration
We set up your pipeline, roles, fields, and workflows to match how your team actually sells.
03
Data Import
Your existing leads and contacts are imported, cleaned, and mapped to the right fields.
04
Team Training
A live walkthrough for your team — how to add leads, move deals, and use daily features.
05
Go Live
Your CRM is ready. We stay available for 7 days post-launch to resolve any questions.
Frequently asked questions
Everything you need to know about CRM setup and onboarding.
How long does CRM setup and onboarding take?
Most setups are completed within 3–5 business days. Complex configurations with large data imports may take up to 7 days.
What do I need to prepare before onboarding starts?
You'll need: your existing lead list (CSV/Excel), a list of your team members and their roles, and an overview of your sales stages. We'll guide you on everything else.
Is onboarding included in all EazeLead plans?
A standard onboarding walkthrough is included in all paid plans. Dedicated setup with data import and custom configuration is available as an add-on or included in the Enterprise plan.
Can you set up the CRM to match our existing sales process?
Yes. We replicate your existing stages, qualification criteria, and team structure inside EazeLead — so your team doesn't have to change how they work.
What happens after the onboarding is complete?
You get 7 days of post-setup support. After that, our Help Center, email support, and account management team are available for ongoing assistance.