Custom CRM Setup

Let our team build your CRM

Partner with our implementation team to build pipelines, automations, and integrations tailored exactly to your business.

We design the right pipeline structure for your specific sales process.

We set up your automations, integrations, and Zapier workflows.

We train your whole team so they're productive from day one.

For individuals and small teams getting started.

Free

1-hour session

Pipeline design consultation

Import your existing data

Basic automation setup

Q&A with our team

For teams that want a fully custom CRM built for their workflow.

$499

3-hour engagement

Custom pipeline architecture

Full data migration

Automation & integrations setup

Team training session

Custom fields & stages

30-day follow-up support

For large teams with complex workflows and integrations.

Custom

Ongoing engagement

Multi-pipeline architecture

Full API integration setup

Zapier + custom automations

Dedicated success manager

Quarterly business reviews

Priority support line