We install your CRM.We do not just sell you a login.
The reason the CRM you already own is half empty is almost never that the software was bad. It is that somebody had to move the data in, decide the stages, write the assignment rules, configure the automations and train the person who runs it, and that somebody was you, on top of your actual job.
That work is inside the fixed fee. Scope is bounded by the package you choose and the written implementation plan. Third-party services, additional integrations and usage remain separately governed.
5 things, and what each one is for.
Workflow and data discovery
We map how enquiries reach you today, where the customer data currently lives, who is accountable for what, the reporting you need and where the system boundary sits, before anything is configured.
The build starts from your operating workflow, not from a generic CRM template.
Process map · data map · owners · acceptance criteria
Workspace configuration
The pipelines, fields, dashboards, calendars, permissions and automations you agreed are configured within the package you chose, with you in the room for the decisions that matter.
The system arrives aligned to how the team is expected to work.
Pipelines · fields · dashboards · permissions · automations
Migration and integration setup
The included data sources are validated and migrated, and the integrations in your package are scoped, built and tested end to end before anyone depends on them.
You begin with useful history and handoffs that have actually been proven.
Source validation · migration · end to end receipt · reconciliation
Acceptance and administrator training
We walk the agreed workflows and controls with you and confirm they do what the scope said, then train your designated administrators on daily operations, exceptions and the governance settings they own.
You receive an operable system rather than a login and a tutorial link.
Acceptance scenarios · administrator training · operating runbook
Defined support and handover
The configured scope, the support boundary, the fair-use terms, the dependencies and the escalation route are written into the agreement, so everyone knows what is included and where additional scope begins.
No argument later about what was in the price.
Configuration record · support scope · dependencies · handover
Four steps, in this order, every time.
- 01
Discover
Confirm workflows, data, owners and success criteria.
- 02
Configure
Build the workspace and the agreed automations.
- 03
Validate
Test migration, permissions and the real journeys.
- 04
Hand over
Train the administrators and record the boundary.
The next three questions.
Thirty minutes, and you leave with three answers.
Which package fits, what we would migrate and how, and what the fixed fee would be. Written down, so you can put it in front of a partner or a board.