CRM Toolkit
$97/month
Core tools + setup support
5-business-day setup- ✓CRM setup and configuration
- ✓Lead intake and pipeline management
- ✓Workflow and automation support
- ✓Calendar and appointment management
- ✓Troubleshooting and technical support
CRM Assistance
A cleaner CRM. A pipeline your team can actually use.
We organize contacts, pipelines, tasks, and automations—then provide ongoing support so every lead has a clear next step.
Clean Intake
01/06Every new lead enters cleanly
Forms, imports, and inbound contacts land in one structured pipeline.
NEW Acme Co. · Web formEMAIL jordan@acme.coSTATUS Uncontacted lead
Cleaner, reliable CRM data
Stronger automated follow-up
Real-time pipeline visibility
More closed opportunities
Flexible CRM Support
Choose the support that fits your business.
Start with the tools or hand the daily CRM operation to our team.
Managed CRM
$500/month
20 support hours per month
3-business-day lead time- ✓CRM setup and configuration
- ✓Lead intake and pipeline management
- ✓Workflow and automation support
- ✓Calendar and appointment management
- ✓Troubleshooting and technical support
CRM Operations
Custom/month
Ongoing CRM ownership
Built for growing sales teams- ✓CRM setup and configuration
- ✓Lead intake and pipeline management
- ✓Workflow and automation support
- ✓Calendar and appointment management
- ✓Troubleshooting and technical support
Implementation includedWe organize the CRM, document the workflow, and train your team on the finished system.
Our CRM Process
A practical system that keeps your CRM running smoothly.
Scroll to move through the full CRM workflow.
01
Diagnosis
See what is really happening.
We review your CRM, data quality, pipeline stages, ownership, and current automations.
- ✓Audit records and duplicates
- ✓Map the current pipeline
- ✓Identify leaks and manual work
Next: Organize→