CRM Audit & Optimization
Review of an existing CRM setup to identify gaps, inefficiencies, and improvement opportunities.
View details →
🧩 Custom CRM Solutions
CRM Audit & Optimization
What it is
Review of an existing CRM setup to identify gaps, inefficiencies, and improvement opportunities.
How it works
For businesses already using a CRM but not getting value from it. We audit your current setup — pipeline structure, field utilization, automation health, data quality, team adoption — and deliver a prioritized optimization report with specific changes that will immediately improve pipeline visibility and sales team efficiency.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Custom Reporting & Dashboards
Build custom reports and dashboards that surface the deal and revenue metrics you care about.
View details →
🧩 Custom CRM Solutions
CRM Custom Reporting & Dashboards
What it is
Build custom reports and dashboards that surface the deal and revenue metrics you care about.
How it works
We build CRM reports and dashboards tailored to your sales KPIs: pipeline velocity, average deal size, close rate by stage, lead source attribution, rep performance (if multi-user), and revenue forecasting. Delivered as saved reports inside your CRM plus an optional connected Looker Studio dashboard for richer visualization.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Data Migration
Migrate existing contacts, companies, deals, and activity history into your new CRM.
View details →
🧩 Custom CRM Solutions
CRM Data Migration
What it is
Migrate existing contacts, companies, deals, and activity history into your new CRM.
How it works
We export your existing data from spreadsheets, old CRMs, or email systems, clean and normalize it (deduplication, field mapping, formatting), and import it into your new CRM with full fidelity. Covers contacts, companies, deal history, activity notes, and tags. Price reflects up to 5,000 records; larger datasets scoped separately.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
Optional add-ons
- Large Dataset (5K–20K records) +$400
CRM Discovery & Needs Assessment
Structured discovery to map your sales workflow, team size, and integration requirements before CRM selection.
View details →
🧩 Custom CRM Solutions
CRM Discovery & Needs Assessment
What it is
Structured discovery to map your sales workflow, team size, and integration requirements before CRM selection.
How it works
We conduct a structured discovery process — typically 2–3 hours including stakeholder interviews and workflow mapping — to document your current sales process, pipeline stages, team roles, required integrations, reporting needs, and budget. Output is a CRM requirements document used to drive platform selection and scoping.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Email & SMS Automation
Automated outreach sequences triggered by CRM pipeline activity and lead behavior.
View details →
🧩 Custom CRM Solutions
CRM Email & SMS Automation
What it is
Automated outreach sequences triggered by CRM pipeline activity and lead behavior.
How it works
We build email and/or SMS automation sequences triggered by CRM events: new lead assigned, proposal sent, follow-up due, deal won/lost. Includes copy for each touchpoint, sequence logic, opt-out compliance, and integration with your email platform or CRM's native automation tools.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
Optional add-ons
- Add SMS Touchpoints +$300
CRM Ongoing Support & Administration
Monthly CRM administration: user management, workflow updates, troubleshooting, and optimization.
View details →
🧩 Custom CRM Solutions
CRM Ongoing Support & Administration
What it is
Monthly CRM administration: user management, workflow updates, troubleshooting, and optimization.
How it works
Ongoing CRM administration so your system stays healthy and up to date as your business evolves. Covers monthly check-ins, user/permission updates, workflow modifications, data hygiene passes, new report builds, and troubleshooting. Ideal after initial setup is complete and your team is using the CRM actively.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Platform Selection & Recommendation
Evaluation and recommendation of the right CRM platform based on your requirements and budget.
View details →
🧩 Custom CRM Solutions
CRM Platform Selection & Recommendation
What it is
Evaluation and recommendation of the right CRM platform based on your requirements and budget.
How it works
Using the output of the needs assessment, we evaluate 3–5 CRM platforms against your specific requirements (HubSpot, Pipedrive, GoHighLevel, Notion, Monday, etc.) and produce a written recommendation with a comparison matrix, pricing breakdown, pros/cons, and a rationale for our top pick. Includes a 30-minute walkthrough call.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Setup & Configuration
Full CRM platform configuration: pipelines, fields, views, roles, permissions, and branding.
View details →
🧩 Custom CRM Solutions
CRM Setup & Configuration
What it is
Full CRM platform configuration: pipelines, fields, views, roles, permissions, and branding.
How it works
We configure your chosen CRM from scratch: company/contact/deal record structure, custom fields, pipeline stages and probability settings, views and saved filters, team roles and permissions, email integration, and branding. Delivered with a configuration documentation sheet and a recorded walkthrough video for your team.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
Optional add-ons
- Multi-User Role Configuration (per additional user type) +$150
CRM Third-Party Integrations
Connect your CRM to email, calendar, forms, billing, and other business tools.
View details →
🧩 Custom CRM Solutions
CRM Third-Party Integrations
What it is
Connect your CRM to email, calendar, forms, billing, and other business tools.
How it works
We integrate your CRM with the tools your team already uses: Gmail/Outlook, Google Calendar, website contact forms, Stripe or QuickBooks, Slack, Zapier/Make, and other platforms. Each integration is tested end-to-end to ensure data flows correctly and bidirectionally where needed. Price covers up to 3 integrations; additional integrations scoped separately.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
Optional add-ons
- Additional Integration (each beyond 3) +$200
CRM Training & Staff Onboarding
Live training sessions for your team covering CRM navigation, data entry standards, and workflows.
View details →
🧩 Custom CRM Solutions
CRM Training & Staff Onboarding
What it is
Live training sessions for your team covering CRM navigation, data entry standards, and workflows.
How it works
We conduct live training sessions (60–90 min each) via Zoom for your team, covering CRM navigation, how to log activities and notes, pipeline management, task tracking, and reporting. Includes a written SOP document for reference and a recording of the session. Price is per session; most teams need 1–2 sessions.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
CRM Workflow & Pipeline Automation
Automated pipeline stage moves, task creation, notifications, and follow-up triggers.
View details →
🧩 Custom CRM Solutions
CRM Workflow & Pipeline Automation
What it is
Automated pipeline stage moves, task creation, notifications, and follow-up triggers.
How it works
We build the automation layer inside your CRM: automatic stage progressions based on activity, task creation triggers (e.g., 'create follow-up task when deal moves to Proposal'), internal notifications, deal rotation rules, and SLA escalation alerts. Makes your pipeline self-managing and ensures no leads fall through the cracks.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.
Optional add-ons
- Additional Automation Workflows (per workflow) +$150
Lead Scoring & Pipeline Configuration
Design and implement a lead scoring model and optimized pipeline stages for your sales process.
View details →
🧩 Custom CRM Solutions
Lead Scoring & Pipeline Configuration
What it is
Design and implement a lead scoring model and optimized pipeline stages for your sales process.
How it works
We design a lead scoring system based on firmographic data (company size, industry, revenue), behavioral signals (email opens, website pages visited, form fills), and manual qualification criteria. Combined with pipeline stage optimization — ensuring your stages reflect actual buyer journey milestones, not just internal milestones.
Why this matters for your business
When spreadsheets become a liability — multiple owners, conflicting versions, no audit trail — a CRM is the difference between scaling and stalling.