CRM Implementation for Small Business

This project sets up a simple CRM (customer relationship manager) so you can follow every lead from first contact to closed sale.

What we do for you

• Select a CRM tool that matches your size and budget.
• Configure stages such as new lead, proposal sent, won, and lost.
• Create custom fields that fit your industry and way of working.
• Import contacts from Excel or CSV files.
• Set up simple reminders and views for you and your team.
• Train you and your team in one or more video sessions.

What we need from you

• Your current contact and lead lists, even if they are messy.
• Explanation of how you handle leads today.
• Time for one or two demo sessions.

Fast delivery time: 2–3 weeks after we receive your data and define the sales flow.

What happens after you buy

After you buy this service, we will contact you to learn about your business, confirm details, and start the work step by step with you.