{"product_id":"crm-setup-integration","title":"CRM Setup \u0026 Integration","description":"\u003cp\u003eOrganize leads, contacts, and follow-up steps in one practical customer pipeline.\u003c\/p\u003e\n\u003cp\u003eCreate 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.\u003c\/p\u003e\n\u003cp\u003eWhat is included\u003c\/p\u003e\n\u003cp\u003e- Configuration of one pipeline with up to six agreed stages.\u003cbr\u003e- Up to ten custom contact or deal fields.\u003cbr\u003e- Mapping and import of one supplied contact CSV containing up to 500 records.\u003cbr\u003e- Connection of one supported lead capture form and one email integration.\u003cbr\u003e- One basic follow-up automation where supported by your CRM plan.\u003cbr\u003e- Import spot checks, two consolidated revision rounds, and a handover walkthrough.\u003c\/p\u003e\n\u003cp\u003eWhat we need from you\u003c\/p\u003e\n\u003cp\u003e- Access to the selected CRM and a description of your current sales process.\u003cbr\u003e- A reviewed contact file that you are authorized to import, plus the required form and email access.\u003c\/p\u003e\n\u003cp\u003eDelivery and process\u003c\/p\u003e\n\u003cp\u003eThe proposal confirms platform compatibility, fields, import rules, integration availability, and milestones. Data imports and live communications require your approval.\u003c\/p\u003e\n\u003cp\u003eScope and additional costs\u003c\/p\u003e\n\u003cp\u003eCRM 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.\u003c\/p\u003e\n\u003cp\u003eDelivery: Remote service; no physical shipping.\u003cbr\u003ePrice: Set your actual selling price and applicable taxes before publishing.\u003cbr\u003eCancellation and refunds: Link your actual policy and confirm it before payment.\u003c\/p\u003e\n\u003cp\u003eSEO title: CRM Setup \u0026amp; Integration\u003cbr\u003eSEO description: CRM setup with a customer pipeline, contact fields, a defined data import, supported integrations, and team handover.\u003cbr\u003e\u003c\/p\u003e","brand":"Modsera","offers":[{"title":"Default Title","offer_id":61278960484686,"sku":null,"price":4559.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1062\/1665\/3134\/files\/CRMSetup_Integration.png?v=1792408934","url":"https:\/\/modsera.com\/products\/crm-setup-integration","provider":"Modsera","version":"1.0","type":"link"}