Done-For-You CRM Setup for Small Businesses

Most CRMs hand you a login and a help center. Hub AI CRM comes with real people who set it up with you. Our team activates your account, imports your contacts, builds your follow-up automations, connects your AI voice agent and Claude AI, and trains you, for businesses anywhere in the United States.

Why So Many Small Businesses Never Finish Setting Up Their CRM

Popular CRMs are powerful, but they are usually sold self-serve. You are expected to design your own pipelines, write your own automations, and learn the system on your own time. When that becomes too much, many businesses hire an implementation partner. Third-party pricing trackers report that Zoho CRM partner implementation alone typically runs from $2,000 to $25,000, and enterprise CRMs often cost more to implement than to license in year one.

The result is a CRM that sits half built while leads go cold. Hub AI CRM was designed to fix that: guided setup is part of the subscription, not an extra project.

What Our Team Sets Up For You

Account Activation

We review and activate your account, connect your custom email domain, and set up your CRM phone number with call recording.

Contacts and Prospect Lists

We import your existing contacts and your approved prospect list, and help you send compliant bulk or individual messages.

Pipelines and Follow-Up

We configure your sales pipeline and basic follow-up workflows so new leads get a response right away.

AI Voice Agent or Chatbot

We set up a custom AI voice agent to answer calls and book appointments, or a website chatbot to answer visitor questions.

Claude AI Connection

We set up your free Claude AI account and show you how to turn your CRM data into answers, emails, and workflows.

Events and Promotions

We help you launch your first event with the Event Management Module and your first smart coupon promotion.

Do It Yourself vs Hire a Consultant vs Hub AI CRM

Do It YourselfHire a CRM ConsultantHub AI CRM
Who does the setupYouA paid consultantOur team, with you
Setup costYour timeOften thousands of dollarsGuided onboarding included in your subscription
TrainingHelp articles and videosUsually billed by the hourIncluded
Ongoing questionsSupport tickets or chat, depending on planBilled by the hourPhone, video, and email with our team
Team user accountsDepends on the CRM, often billed per userOften billed per userUp to 4, 7, or unlimited by plan, included
AI voice agent and Claude AIOften extra productsExtra setup workIncluded and configured

Compare Hub AI CRM with HubSpot, Salesforce, and Zoho CRM.

Need a Full Team Instead?

If your business has outgrown a single CRM subscription, our Platinum Team gives you a coordinated team covering marketing, sales, lead generation, social media, and AI integration.

Done-For-You CRM Setup: Frequently Asked Questions

What is done-for-you CRM setup?

Done-for-you CRM setup means our team configures your CRM with you instead of leaving you to figure it out alone. We activate your account, import your contacts, set up your pipelines and follow-up automations, connect your AI tools, and train you to use it.

Is setup included with my Hub AI CRM subscription?

Yes. Every Hub AI CRM subscription includes guided onboarding: account activation, contact and prospect list import, basic workflow and automation setup, and ongoing help from our team.

Do I need technical skills?

No. Hub AI CRM is built for non-technical business owners. If you can use email and a smartphone, you can use Hub AI CRM after we set it up with you.

Can you set up my CRM if I am not in the DMV?

Yes. We set up and train businesses in all 50 states remotely by phone, video, and screen share.

What if I need more than basic setup?

For advanced automations, ongoing marketing, or a full outsourced team, ask about our Platinum Team service, which covers marketing, sales, lead generation, social media, and AI integration.

Let Us Set Up Your CRM

Book a free consultation by calling 202-587-5626 or emailing brandon@ybinc.org. We serve businesses nationwide.