Full CRM Implementation

Who is this for?

  • Small business owners who understand the value of systems.
  • They have used a CRM before.
  • They know that they need good systems in place to scale their business.
  • They also know that spending time selecting and configuring a CRM system is not the best use of their time.

The full CRM implementation is full service. We will help with the selection, customization and train your team on the system.

  • Use case review to map CRM functionality to your business processes
  • System setup
  • Data migration
  • Configuration of email integration
  • System customization based on use case reviews
  • Identification of additional system integrations and configuration