CRM ASSISTANCE

CRM Assistance

Our team helps optimize your CRM, ensuring smooth lead tracking,
follow-ups, and data management, so you can focus on converting
prospects into loyal clients.

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- SCOPE OF SERVICE -

CRM Assistance

BEST VALUE

PLAN 1

20 Hours a month

$400

/month

Lead time: 3 business days
INCLUDES



PLAN 2

CRM / Automation Tool

$97

/month

Lead time: 5 business days
INCLUDES
- WHAT WE HANDLE -

Full-Service CRM Management

Everything you need to run a clean, efficient pipeline — configured and
maintained by our team.

Account Setup & Configuration

We configure your CRM from the ground up
— pipelines, users, permissions, and integrations — so everything works on day one.

Lead Intake & Management

Every new lead is captured, categorized, and routed correctly. No more lost contacts or duplicate records slowing your team down.

Workflow & Automation Buildout

We build automations that handle follow-ups, status changes, and task assignments — keeping your pipeline moving without manual effort.

Funnel, Form & Landing Page Support

We connect your intake forms, landing pages, and funnels directly to your CRM so no lead ever falls through the cracks.

Calendar & Appointment Management

Your scheduling system is set up, synced, and managed — so booked calls show up where they should with all the right context.

Troubleshooting & Technical Support

When something breaks or needs updating, we handle it fast — so your team stays productive and your data stays clean.

READY TO GROW?

Ready To Streamline Your CRM?

Let our team take CRM management off your plate so you can focus on closing deals.

CONTACT US

Start the Conversation

“Your growth is our only metric of success. We don’t just find names; we build pipelines.”