CRM Setup
A complete CRM configuration built for clear communication, organization, and automated workflows.
The CRM Setup service creates a clean, organized, and fully functional customer management system tailored to your business. This setup includes foundational workflows, contact organization, tagging, segmentation, and the essential automations needed to streamline communication. It is ideal for businesses beginning with a CRM for the first time or those needing to rebuild their system the right way.
Included
• Platform setup and configuration
• Contact organization and tagging structure
• Segmentation for leads and clients
• Basic automation workflows
• Email and SMS integration when applicable
• Settings, preferences, and deliverability optimization
• Documentation for ongoing use
Ideal For
• Businesses using a CRM for the first time
• Companies with unorganized contact lists
• Teams improving communication and workflow clarity
• Service providers preparing for automation
How It Works
After requesting a quote, you will receive an onboarding form to outline your goals, preferred platforms, and current systems. Pricing is based on system size and complexity.
A foundational setup that prepares your business for automation and growth.
Pricing depends on platform, number of contacts, complexity of workflows, and required integrations. Most CRM setups fall between 1,500 and 4,000. A detailed quote is provided after reviewing your requirements.
