CD-035
CRM Setup & Integration
A CRM that actually fits how you work.
$4,500
What's included
- CRM requirements and pipeline scoping
- CRM setup and configuration (HubSpot, Pipedrive, or equivalent)
- Pipeline and deal stage setup
- Integration with existing tools (email, calendar, forms)
- Automation rules (lead routing, follow-up triggers)
- Team training and handover
Not included
- CRM licence fees (client responsibility)
- Data migration from legacy systems (quoted on request)
- Ongoing CRM management
About this service
Most CRM implementations fail because they're set up to look like the demo rather than fit the actual business. We scope your pipeline and process first, then configure and integrate a CRM that your team will actually use.