# How to implement Baap CRM

URL: https://baapcompany.com/products/baap-crm/implementation-guide/

### Phase 1: Plan

Agree what the CRM must do on day one.

- Name an owner on your side who can make decisions
- List your sales teams, regions and who reports to whom
- Write down how a lead becomes a customer today, step by step
- Pick the three to five numbers you want to see every week, such as new leads, follow-ups due and deals won

### Phase 2: Prepare your data

Clean data is the biggest factor in a smooth go-live.

- Export contacts, companies and open deals from spreadsheets or your old CRM
- Remove duplicates and fill in missing owners and phone numbers
- Agree one list of lead sources, such as website, WhatsApp, referral and events
- Decide which history to bring across and which to archive

### Phase 3: Configure

Set Baap CRM up around how you sell.

- Pipeline stages, with a clear rule for moving a deal to each stage
- Custom fields your team actually fills in
- Roles and permissions for reps, managers and admins
- Quotation templates and follow-up reminders

### Phase 4: Connect

Link the channels and systems your team already uses.

- Email, SMS and WhatsApp for bulk messages and conversation history (Meta message fees are passed through at cost)
- Website and campaign forms that create leads automatically
- The AI Voice Agent, which logs every call to the lead
- Other systems through AI Workflow Automation, webhooks and APIs

### Phase 5: Set up field sales

Only if you have reps on the road.

- Install the mobile app for field reps
- Set visit schedules and check-in rules
- Agree when live location is shared and tell your team
- Show managers the live map and visit reports

### Phase 6: Train and go live

Make the CRM the one place work happens.

- Train reps and managers separately, on their own daily tasks
- Run old and new processes side by side for a short, agreed period
- Switch off the old spreadsheet or tool on a set date
- Keep a channel open for questions in the first weeks

### Phase 7: Review and improve

Use what you learn after go-live.

- Check the weekly numbers you chose in the plan phase
- Remove fields and stages nobody uses
- Automate the follow-ups reps still do by hand
- Add new teams or products once the first team is settled

### FAQ

**How long does a Baap CRM implementation take?**
It depends on how much data you bring, how many teams go live and which systems you connect. The plan phase sets the timeline with you before configuration starts.

**Can you import data from our current CRM or spreadsheets?**
Yes. We import your existing contacts and deals. Cleaning duplicates and filling in missing owners before the import makes the switch much smoother.

**Do we need to replace our other tools?**
No. Baap CRM connects natively with other Baap products such as BoardView, Commerce and the AI Voice Agent. Other systems connect through AI Workflow Automation, webhooks and APIs.

**Is field sales tracking required?**
No. Field sales is optional. Teams that sell from the office can skip that phase.

**What does it cost?**
Baap CRM is included in the BoardView Business plan and above, priced per user. See the pricing page or ask for a quote that includes setup.

Source: https://baapcompany.com/products/baap-crm/implementation-guide/