CRM STARTER SETUP · ONE-TIME PROJECT
Give every lead
a place to progress.
A lightweight CRM foundation built around one sales pipeline. Organise the stages, essential fields, lead capture and basic follow-up your team needs.
$999 USD / $1,349 CAD
one-time · no subscription
One primary pipeline. Enterprise CRM work is separate.
Choose USD or CAD at checkout.
YOUR PROJECT / SNAPSHOT
One pipeline.
A clear next action.
CRM & SALES SYSTEMS
01 Capture the lead
02 Track the sales stage
03 Keep the team informed
Illustrative deliverable. Your project uses your own business content.
What your
package includes.
A focused scope, a clear deliverable and a useful next step for your business.
01 / ONE SALES PIPELINE
Reflect how you sell.
Configure one primary pipeline with clear deal stages suited to the agreed sales process.
02 / ESSENTIAL FIELDS
Keep the useful information.
Set up the contact and company fields your team needs for the basic workflow.
03 / CAPTURE & NOTIFICATIONS
Connect the first steps.
Configure basic lead capture and simple notifications or automation.
04 / USER GUIDANCE
Help the team get started.
Provide guidance for using the pipeline, keeping records and following the agreed process.
Large data migrations, custom objects, enterprise CRM configuration and complex integrations need additional scope.
CLEAR BRIEF. FOCUSED WORK. USEFUL HANDOVER.
From purchase
to progress.
We confirm the package fit, the information we need and the delivery date before work begins. You know what is included and what comes next.
01
Buy your package
After purchase, share cRM access, sales stages, essential fields, lead-capture requirements, team roles and details of current tools.
02
We do the agreed work
We translate the agreed sales process into a practical CRM foundation and check the basic lead journey.
03
Review and handover
One configured pipeline, essential fields, basic lead capture and simple automation, with user guidance. We confirm the delivery date once the brief and access are ready.
Where supported, access is shared through account invitations. Never send passwords through the enquiry form.
A few useful
answers.
A clear scope makes the first step easier. If your situation is different, send us a question below.
Is this the right package for me?
For a lightweight CRM setup with one primary sales pipeline and a defined sales process.
What do you need from me?
CRM access, sales stages, essential fields, lead-capture requirements, team roles and details of current tools.
What is outside this package?
Large data migrations, custom objects, enterprise CRM configuration and complex integrations need additional scope.
What happens after I purchase?
One configured pipeline, essential fields, basic lead capture and simple automation, with user guidance. We confirm the delivery date once the brief and required access are ready.
YOUR CRM STARTER SETUP
A clearer pipeline.
A team that knows what’s next.
A lightweight CRM foundation built around one sales pipeline. Organise the stages, essential fields, lead capture and basic follow-up your team needs.
$999 USD
$1,349 CAD
One-time payment · No subscription
One primary pipeline. Enterprise CRM work is separate.
A QUESTION BEFORE YOU BUY?
Let’s make sure
it’s the right fit.
Tell us about your business, the work you need or anything you’d like to check before buying. We’ll help you choose a useful next step.
We’ll use your details to respond to this enquiry.