CRM Integration & Setup
CRM is a system that stores all customers, deals, tasks, and communication history. The catalog includes three different scenarios: planning a CRM, launching or relaunching it, and revitalizing a system that is no longer delivering results
Where clients and data get lost
The CRM is either not being populated or does not provide any management value
Duplicates, outdated leads, and empty fields
Spreadsheets and messaging apps instead of a single system
People don’t trust reports and numbers
The team avoids working in the system
What changes
An agreed-upon process and data model, configured CRM, accepted by the team, and a clear handoff
Today
- Clients and agreements are organized in tables and notes
- Statuses mean different things to different people
- The report is compiled manually and becomes outdated
CRM Integration & Setup
After implementation
- A unified client profile and clear funnel stages
- Required fields, roles, and access rights
- Automated tasks and reminders
- dashboard with up-to-date figures
Services in this direction
Pick the task closest to your situation. For each service we show the scope of work, the expected result, an indicative budget and the next step
CRM selection and designWe analyze how the sales, service, and operations teams work, select the appropriate CRM, and define exactly what the system should look like before beginning the setup process
When this service is needed
You don’t have a CRM yet, or you need to implement one effectively and on a permanent basis, but it’s unclear which system, fields, stages, roles, and automations your business actually needs
What you receive
- analysis of current and future processes
- Compare and choose the CRM that fits your process and budget
- List of roles, access rights, funnels, data, and required integrations
- Agreed-upon technical specifications and an implementation plan with phases and responsible parties
- Customer journey design from first contact to closed deal
- Who it suits
- Companies preparing for CRM integration and setup
- Next step
- CRM Selection and Implementation
Turnkey CRM implementationWe launch or revamp CRM systems so that managers can work efficiently, customers don’t get lost across channels, and business owners see a true picture of sales
When this service is needed
Spreadsheets, notes, and messaging apps instead of a single system; CRM software has been purchased, but the team isn’t using it
What you receive
- funnels, stages, customer cards, required fields, roles, and access levels
- Migrating and cleaning key data from an old CRM or spreadsheets
- integration with the website, phone systems, email, or messaging apps, as well as automated tasks and reminders
- team training, brief instructions, and support during the launch period
- Who it suits
- Small and medium-sized businesses with 2–50 CRM users
- Next step
- Integrations, dashboard, support
CRM health checkWe’re reviewing your current CRM: what’s holding your team back, why the numbers can’t be trusted, and what changes will restore the system’s value for sales and management
When this service is needed
Your CRM contains duplicates, outdated leads, empty fields, strange statuses, and confusing reports
What you receive
- Assessment of the CRM structure, data quality, and the team’s actual performance within the system
- List of critical risks and a prioritized plan for addressing them
- Analytics and reports overview, and a dashboard for executives
- CRM best practices, team training, and recommendations for ongoing support
- Who it suits
- Companies that have already implemented CRM
- Next step
- Based on the review, we define CRM improvement priorities and the next steps
Monthly support is available afterward if needed
Learn more →Discuss your taskWhat you receive
We build CRM around real-world processes, not just a set of fields
Process and requirements analysis
Technical specifications and data model
Configuration within agreed limits
Agreed-scope data migration, training, and system handover
How this runs through our methodology
- Request & Business ContextWe capture the business objective, the expected result, the systems in use and the starting context
- Discovery & AssessmentWe analyse the process, the data, the constraints and the risks, and establish a baseline
- Design & PrioritizationWe design the target process, the solution architecture, the priorities and the plan of work
- Build & ImplementationWe build, integrate, configure and test the solution
- Launch, Training & HandoverWe launch the solution, train the team and hand it over into daily use
- Support, Measurement & EvolutionWe stabilise the solution, measure the result and develop it further over time
How we measure the result
We establish the starting point, agree on the indicators and review progress at defined checkpoints
Completeness of required fields
Percentage of deals with a next planned step
Response time to a new inquiry
Consistency of reports with source data
The package that includes this
Business analysis and technical specifications, along with CRM integration and setup
CRM Integration & Setup
There is no CRM yet; it needs to be relaunched, or the current system isn’t helping the team sell and manage
- CRM selection and design
- Turnkey CRM implementation
In the packageapproximately $1 400
- Separately
- approximately $1 500
- You save
- approximately $100
Indicative price. The final cost is calculated individually after a short diagnostic and depends on the scope, process complexity, data readiness, number of integrations and support format.
Frequently asked questions
Short answers to the questions that clarify how working together actually works