About the service
A CRM works when it mirrors your actual process, not someone else's template. We map the client's path from first contact to payment, build the pipeline and records around it, migrate your existing database, and connect your site and email so enquiries appear in the system on their own. Your team gets clear rules, and you get a real picture of sales without manual summaries.
Who it suits
- Teams that track clients in notes, messengers, and memory
- Businesses with several managers where it's unclear who owns what
- Companies that already have a CRM no one actually uses
- Anyone planning to hire and who doesn't want to hand off work by word of mouth
What it solves
- Enquiries get lost between managers and no one calls the client back
- Only the manager who worked with a client knows the history – and they're on leave
- It's unclear how many deals are in progress and at what stage
- The CRM is set up "like everyone else's" and doesn't match your process
What's included
- Sales process mapping
- Pipeline setup
- Client database migration
- Integration with the site and email
- Team access rights
- Team training
How the work goes
- 01
Brief
We map the client's path from first contact to payment.
- 02
Structure
We design the pipeline, record fields, and areas of responsibility.
- 03
Setup
We build the system and connect the site, email, and phone lines.
- 04
Migration
We carefully transfer your existing client and deal records.
- 05
Training
We walk your team through daily use and stay close for the first week.
Timeline: 14–21 days from the approved structure. Price: from $800 – depends on team size and database – we fix the exact price after the brief.
Frequently asked questions
Which CRM do you recommend?
Whichever one covers your process with the least amount of custom work and doesn't cost more than it should. We show priced options at the brief – the decision is always yours.
Can you migrate our database from spreadsheets?
Yes, that's part of the work: we clean up the spreadsheets and migrate them with duplicate checks. Your old database stays untouched.
What if the team doesn't start using it?
The most common reason is a system more complicated than the process. So we strip out unnecessary fields and stages, run training after launch, and stay in touch for a week.