CRM Starter Setup

A practical sales pipeline in one existing CRM workspace.

$249 one-time USD service fee · 7–10 business days estimated turnaround after payment, complete intake and required materials/access.

What’s included

• One pipeline with up to five stages
• Up to ten custom fields and two views
• One simple automation and one intake form supported by the plan
• Import of up to 50 clean records supplied through an agreed secure method
• A 30-minute walkthrough and one correction round

What’s not included

• CRM subscriptions, data cleanup, custom code or complex integrations
• Bulk migration, ongoing lead management or sales results

1 revision round(s) within this scope. All scope changes require an approved quote. No state approval date or business outcome is guaranteed.

Order steps

Review this scope, complete the project questionnaire and timing preferences, then review the terms before Stripe checkout. Your intake is saved with the order for fulfillment.