Turnkey CRM implementation
No CRM, a neglected one, or one that is not helping you sell and manage: we build one that does
Where clients and data get lost
Sales reps forget to follow up with clients on time
Client contacts and chats remain in personal phones
Management cannot instantly check the status of any deal
Handoffs between team members cause confusion and errors
What changes
After the launch the whole client relationship lives in one place
Today
- Spreadsheets, notes and chat apps replace a real system
- CRM licenses are paid for but the team avoids using it
- Leads from varied channels fail to centralize in one place
- Client history and previous commitments get lost
Turnkey CRM implementation
After implementation
- Leads from every channel flow straight into CRM
- Managers see tasks while leadership monitors the pipeline
- Data is migrated cleanly and user roles are configured
- The team is onboarded with clear reference instructions
Indicative cost
Pricing guidance for budget planning
Turnkey CRM implementationWe configure pipelines, integrate communication channels, migrate records and onboard your team for daily use
We 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
What you receive
Funnels, stages, cards, required fields, roles and access
Migrating and cleaning key data from an old CRM or sheets
Site and channel integrations, automated tasks, reminders
Team training, brief instructions and launch support
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
fill rate of mandatory operational fields across account and deal records
proportion of active opportunities linked to scheduled tasks with due dates
intake speed for logging inbound inquiries and assigning lead owners
number of duplicate customer records identified after multichannel synchronization
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