CRM Setup & Integration

Organize leads, contacts, and follow-up steps in one practical customer pipeline.

Create a consistent process for managing customer enquiries. This package configures your selected CRM around one sales pipeline, with useful contact fields and a defined path from a new enquiry to the next action.

What is included

- Configuration of one pipeline with up to six agreed stages.
- Up to ten custom contact or deal fields.
- Mapping and import of one supplied contact CSV containing up to 500 records.
- Connection of one supported lead capture form and one email integration.
- One basic follow-up automation where supported by your CRM plan.
- Import spot checks, two consolidated revision rounds, and a handover walkthrough.

What we need from you

- Access to the selected CRM and a description of your current sales process.
- A reviewed contact file that you are authorized to import, plus the required form and email access.

Delivery and process

The proposal confirms platform compatibility, fields, import rules, integration availability, and milestones. Data imports and live communications require your approval.

Scope and additional costs

CRM subscription fees, extensive data cleaning, complex migrations, custom integrations, outbound campaigns, and ongoing CRM administration are separate. Customer acquisition and revenue outcomes are not guaranteed.

Delivery: Remote service; no physical shipping.
Price: Set your actual selling price and applicable taxes before publishing.
Cancellation and refunds: Link your actual policy and confirm it before payment.

SEO title: CRM Setup & Integration
SEO description: CRM setup with a customer pipeline, contact fields, a defined data import, supported integrations, and team handover.