CRM Solutions & Management

What CRM platforms do you specialize in?

We work with all major CRM platforms including HubSpot, Salesforce, Pipedrive, Zoho CRM, Monday.com, and ActiveCampaign. We'll recommend the best platform based on your business size, budget, and specific needs - whether you need sales-focused tools, marketing automation, or all-in-one solutions.

Can you integrate my CRM with my existing website?

Yes! We handle complete CRM-website integration including contact forms, lead capture, chat widgets, and automated follow-ups. Integration ensures leads from your website automatically enter your sales pipeline with proper tracking and attribution. We can integrate with any modern website platform.

Do you provide CRM training for my team?

Absolutely! All our CRM packages include team training. Setup packages include 4 hours of training, while our management service includes ongoing training and support. We train your team on data entry, pipeline management, automation workflows, and reporting to ensure maximum adoption and effectiveness.

How long does CRM implementation take?

Basic CRM setup typically takes 2-4 weeks depending on complexity and data migration needs. Custom implementations can take 6-12 weeks. We work in phases - essential features first, then advanced automation and integrations. This approach gets you up and running quickly while building towards full functionality.

Can you migrate data from our current system?

Yes, we handle complete data migration from spreadsheets, databases, or existing CRMs. Our migration process includes data mapping, deduplication, field standardization, and thorough testing. We ensure zero data loss and maintain data integrity throughout the transition process.

Do you provide ongoing CRM support and maintenance?

Our CRM Management service ($499/month) includes ongoing support, optimization, user training, data cleanup, automation improvements, and regular reporting. Even one-time setups include 30-60 days of support to ensure smooth operation and address any questions that arise.

What's included in your CRM setup service?

Our $999 CRM setup includes platform selection consultation, initial configuration, contact import, basic automation setup, 4 hours of team training, and 30 days of support. We handle the technical setup so you can focus on using the system to grow your business immediately.

Can you customize the CRM to fit our specific business needs?

Yes! Our Custom CRM service handles advanced customization including custom fields, workflows, automation rules, reporting dashboards, API integrations, and multi-team configurations. We tailor the CRM to match your exact business processes rather than forcing you to change how you work.