Sales CRM implementation
A CRM fails when it becomes data entry for the sales team and reporting theatre for management. We set yours up around the deals you actually run: clean stages, the fields people need, quoting, follow up automation, and a handoff that stops deals from disappearing after the signature.
$9,500 fixed price$8,550 until Dec 31
- Duration
- 3 to 4 weeks
- Start
- Starts within 10 business days
- Delivery
- Remote, by senior engineers
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Included in the price
- Stages and exit criteria that match your sales process
- Contact, company and deal model without duplicate mess
- Quote and proposal templates with approval rules
- Follow up sequences and reminders
- Handoff workflow into delivery or finance
- Forecast, win rate and source reporting
- Sales team training and an admin guide
A good fit if you are
- Sales teams tracking deals in spreadsheets or inboxes
- Companies whose forecast changes every time someone asks
- Businesses handing signed work to a delivery team with no system link
Revenue systems bundle, $15,900
CRM and marketing automation built together, so every lead has a source, an owner and a report that ties campaigns to closed revenue.
From booking to readout
Process
We map how deals move and where they stall today.
Configure
Fields, stages, permissions, templates and automation.
Migrate
Existing contacts and open deals are cleaned and loaded.
Train
Two sessions, one for sellers and one for managers.
Questions about the sales crm implementation
Will this replace our marketing tool?
It connects to it. Campaign and lead source data flows in, and the marketing automation build covers the sending side.
How do you stop duplicate contacts?
Matching rules and a merge review at import, plus a rule that blocks obvious duplicates at creation.
What about a sales AI assistant?
We add one when the data is clean, usually after 60 days of use. It is a separate, smaller build.
Can it handle multiple currencies?
Yes. Currency, tax and rounding are configured for companies selling across borders.
Book the sales crm implementation
$9,500 fixed price. Starts within 10 business days.