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CRM Setup and Management


LongerDays has several certified CRM experts on staff. We work with a variety of CRM systems, including Pipedrive (the CRM we use), ZohoCRM, and InfusionSoft. We can help you efficiently configure your CRM to match your sales process.

In addition to setting up your CRM system, we also:

  •  schedule and run sales reports
  •  import leads from a spreadsheet or your existing CRM
  •  define workflows to automatically schedule sales and on-boarding activities

As a certified Pipedrive Partner, signing up through LongerDays provides a free one-month trial account, instead of the normal 14 day trial.
Pipedrive 30-day Trial