CRM Setup & Migration
Configure HubSpot, Zoho, or Salesforce around the business's sales pipeline, including migration of existing contact and deal data where applicable.
CRM & AI INTEGRATION
Give Your Sales and Marketing Team a System That Works as Hard as They Do
CRM setup and AI-powered workflows for sales and marketing, from WhatsApp and website chat assistants to automatic lead routing and live dashboards, built on the platforms your team will actually use.
Discuss Your CRM & AI SetupThank You!
Your submission has been received. A member of our team will reach out to you shortly.
Tell Us About Your CRM & AI Setup
Share how your team currently tracks leads and follows up. We will recommend a platform and workflow for your business.
SYSTEMS, AUTOMATION & VISIBILITY
A CRM Is Only as Good as the System Built Around It
Most businesses do not need another tool as much as they need the one they already have, or are about to buy, actually set up to work. Evaluate configures CRM platforms including HubSpot, Zoho, and Salesforce around how a sales and marketing team operates, then builds AI-powered workflows on top: chat assistants for WhatsApp and websites, lead routing, lead scoring, automated follow-ups, and the steps that used to depend on someone remembering.
For businesses across real estate, finance, legal, and construction in particular, this means a sales pipeline that reflects reality, dashboards that show what marketing spend is turning into, and marketing that can act on data instead of chasing it across a spreadsheet.
Explore CRM & AI Packages
HOW CRM & AI INTEGRATION WORKS
How CRM & AI Integration Works
A structured process for getting a CRM, and the AI built around it, properly set up and adopted by the team using it.
01
Assess the Current Sales and Marketing Process
How the team currently tracks leads, follows up, and reports is reviewed to understand what the CRM and AI setup needs to solve.
02
Select the Platform
HubSpot, Zoho, or Salesforce is selected based on team size, budget, and existing tools.
03
Configure the CRM
The platform is configured around the actual sales pipeline, stages, and reporting needs, with lead routing rules and dashboards that track the pipeline in real time.
04
Build AI-Powered Workflows
WhatsApp and website chat assistants, lead scoring, automated follow-ups, and other AI-driven sales and marketing workflows are built on the configured CRM.
05
Train the Team
The sales and marketing team is trained to use the CRM and its AI workflows confidently before go-live.
06
Handover or Ongoing Management
The system is handed over with full documentation, or Evaluate continues to manage and optimise it under an ongoing management plan.
CRM & AI INTEGRATION
Choose the Support Your Business Needs
AI-Powered Sales Workflows
Lead scoring, automated follow-up sequences, and other AI-driven workflows that act on CRM data without manual input.
WhatsApp & Website Chat Assistants
AI assistants trained on the business's products, prices, and FAQs answer enquiries at any hour, capture lead details in the CRM, and hand conversations to the team when a person is needed.
Lead Routing
Rules assign each new lead by location, product, budget, or rotation, alert the right salesperson, and reassign leads not followed up within an agreed time.
Marketing Automation
Automated campaign sequences and audience segmentation connect directly to the CRM, so marketing and sales work from the same data.
Reports & Dashboards
Live dashboards and scheduled reports show leads by source, pipeline value, conversion rates, team performance, and advertising spend alongside cost per sale.
Team Training & Documentation
Hands-on training and documentation help the sales and marketing team use the system confidently from day one.
Ongoing Management
Continued oversight, optimisation, and support for the CRM, AI workflows, chat assistants, and dashboards under a monthly management fee.
CRM & AI BUNDLES
CRM & AI Bundles
Select a setup bundle for your team. Optional management and platform subscriptions are shown separately.
CRM Setup
One-time CRM configuration for a sales team, including lead routing and basic training.
₦500KFrom · one-time setup
- CRM platform setup and configuration
- Sales pipeline and lead routing
- Basic team training
CRM + AI Workflows
A full CRM setup with AI-powered sales and marketing automation.
₦950KFrom · one-time setup
- Everything in CRM Setup
- AI lead scoring and automated follow-ups
- Marketing automation
- Full team training and documentation
CRM + AI + Management
The complete CRM and AI workflow setup with ongoing optimisation and support.
₦950KFrom · one-time setup
Management from ₦150K / month
Management from ₦150K / month
- Everything in CRM + AI Workflows
- Monthly management and optimisation
- Ongoing support for CRM and workflows
Add-ons
WhatsApp & Website Chat Assistant
An AI assistant trained on your products, prices, and FAQs that answers enquiries, captures lead details in your CRM, and hands conversations to your team when needed.
Reports & Dashboards
Live dashboards and scheduled reports showing leads by source, pipeline value, conversion rates, team performance, and cost per sale.
Platform subscriptions are billed directly by HubSpot, Zoho, or Salesforce based on selected users and features. WhatsApp provider subscriptions and Meta per-message charges also apply where relevant; these costs are not included in Evaluate's fees and are estimated in each proposal.
WHY EVALUATE MEDIA
Built Around How Your Team Actually Works
A CRM chosen off a shelf and left at default settings rarely gets properly adopted. Businesses across real estate, finance, legal, and construction trust Evaluate not just to pick a platform, but to configure it, and the AI layered on top of it, around how their sales and marketing teams actually work day to day.
FREQUENTLY ASKED QUESTIONS
CRM & AI Integration FAQs
Answers about CRM platforms, AI workflows, WhatsApp assistants, subscriptions, setup, and ongoing support.
What is CRM & AI Integration?
It is the setup of a CRM platform for a sales and marketing team, combined with AI-powered workflows such as lead scoring and automated follow-ups.
Which CRM platforms does Evaluate work with?
Evaluate sets up and configures HubSpot, Zoho, and Salesforce, based on which platform best fits the business's size, budget, and existing tools.
Do I need to already have a CRM platform, or does Evaluate help me choose one?
Evaluate can help select the right platform as part of the setup process, based on the business's requirements, or configure a platform the business has already chosen.
What kind of AI workflows can be built into my CRM?
Common workflows include WhatsApp and website chat assistants, lead routing, lead scoring, automated follow-up sequences, marketing automation, and reporting dashboards connected to the CRM, so sales and marketing act on the same data without manual steps.
What do I need for a WhatsApp chat assistant?
A verified Meta Business account, a phone number not currently used on the regular WhatsApp or WhatsApp Business app, and the business's FAQs, price lists, or brochures. Evaluate guides the business through verification. The assistant hands any conversation it cannot handle to the team.
Do I pay for the CRM platform separately?
Yes. The CRM platform subscription is billed directly by HubSpot, Zoho, or Salesforce based on the plan and users selected, separate from Evaluate's setup and management fees. WhatsApp messaging is also charged per message by Meta, and these costs are estimated in each proposal.
Can Evaluate manage the CRM after setup, or do we run it ourselves?
Both options are available. The system can be handed over with documentation and training, or Evaluate can continue to manage and optimise it under an ongoing management fee.
Is this only for real estate businesses?
This service is available to any business, though it is primarily built around the needs of Evaluate's core sectors: real estate, finance, legal, and construction.
How do I get started?
Share how your sales and marketing team currently tracks leads and follows up. From there, Evaluate recommends the right platform, workflow, and pricing structure.
READY TO FIX HOW YOUR TEAM TRACKS AND FOLLOWS UP?
Have a CRM or Sales Automation Need?
From choosing the right platform to building AI-powered workflows around it, discuss your requirements and get a CRM & AI Integration plan structured around your business.
