Your contacts are scattered and hard to use. We set up your CRM so everything is in one place, organized, and ready for follow-up. Foundation for automation, follow-up, and tracking.
Pricing
CRM Setup Pricing
Starter
$3,500
✓Set up CRM account
✓Import contacts
✓Connect lead forms so new contacts are captured automatically
✓Set up contact fields (name, email, phone, source)
✓Configure system so all contacts are stored in one place
A CRM is where all your contacts, leads, and client information lives in one place. If you are currently tracking leads in a spreadsheet, your inbox, or your head, you need one. Without it leads fall through and follow-up never happens.
We work with the platform that fits your business. During your strategy session we assess what you have and recommend the right fit based on your budget and goals.
Starter setups are typically complete within one to two weeks. Growth and Scale builds run two to four weeks depending on complexity.
Your existing contact list, any lead forms you currently use, and access to your current tools. We handle the rest.
You receive a recorded walkthrough of your system and a handoff document so you know exactly how everything works. Ongoing support is available as a monthly add-on.
Ready to Build Your System?
Onboarding delivered within 24 hours of payment. Project timelines vary by scope.