“We’ll Handle It” CRM Services
- 60-90 minute call to discuss your existing set-up and processes
- Full Customization of CRM
- Recommendation on best CRM for your needs (if building from scratch)
- Recommendation on the best version of the CRM for you
- Data import (if needed)
- Training & Documentation
Aside from a little bit of your time to fill us in on how you are using your existing CRM or, ah spreadsheets (?), we’ll get to work building/fixing/customizing your CRM. Once the build is done we’ll provide you and your team with training documentation so you won’t need us to train every person that joins your team (plus its handy in case you need a reference guide or forget something).
We’ve done this over 100 times. We work quickly which is why the cost is low for the value you’re getting in return.