Give your sales team a more consistent way to manage opportunities and contact records. We configure one approved CRM platform—HubSpot or Pipedrive—using your pipeline stages, clean data and account plan.
What We Can Help With
Build sales pipelines with agreed stages
Create custom fields for your customer data
Import clean records at the applicable tier
Set up supported dashboards or native workflows
How It Works
1. Share your business workflow, current platform or application source, and the result you need.
2. We confirm supported features, access rights and a bounded list of deliverables.
3. We configure or implement the agreed work and check representative acceptance cases.
4. We review the results and provide the handover or notes included in your package.
Compare the Packages
Basic covers one pipeline with up to six stages and ten custom properties. Standard includes one pipeline, up to 300 clean records, one dashboard and one supported workflow. Premium covers two pipelines, up to 1,000 clean records, three supported workflows and a role-based handover. You can order a listed package for its defined scope or use Discuss This Package for custom requirements. Third-party costs remain separate unless included in writing.
What We Need From You
Provide one chosen platform and account plan, authorized permissions, pipeline stages, defined fields, clean CSV records where required and expected workflow outcomes.
Scope and Limitations
One order configures one CRM, not both. Salesforce migration, large-scale data cleansing, mass prospecting, advertising management, advanced RevOps consulting and premium license charges are excluded. Delivery estimates begin after agreed inputs and authorized access are accepted; revisions are limited to the included scope.
Start Your Project
Review the package features or message our team to discuss a customized business system.
