We help you select, set up, and launch a CRM that fits your sales and marketing flow. Have a CRM already that you feel you’re not fully utilizing? We’ll help you optimize it - from creating workflows and data migration to automation and training. Great tools are only great if you know how to use them to their fullest potential.

Includes:

• Platform evaluation & selection

• Custom pipeline & workflow setup

• Optimization, automation & email integration

• Dashboards & reporting

• SOPs & training sessions

• 30-day support after launch

Price: Starting at $2,000 one-time or $200/hr for custom builds.