CRM Setup & Implementation

CRM Selection Assistance
Initial CRM Setup
Brand integration
Customize communication
Workflow & automation setup
Contact import
Template creation
and more!

Hit the ground running!

Being a business owner is hard enough without having to spend time setting up your CRM system while trying to grow your business. We believe the perfect CRM system for everyone exists and will help you stay organized.

We offer CRM setups to take that weight off your shoulders. We approach this with a detailed mindset and will customize every aspect to make sure you are given a finished software to use.

Estimate

The first step is to fill out our intake form and schedule a follow-up call to discuss your project, get more details, and provide an estimate.

Deposit

We will send you an estimate detailing your project needs and scope of work. To get started, a 50% deposit and a signed contract are needed.

Planning

We schedule all your days, gather more details, schedule calls to review progress and give an ETA for completion.

Setup

We work to complete your project! Along the way, we will adjust needs, format, test, import data, and add time as needed.

Wrap Up

Once the project is completed, we adjust and send over your final invoice to include product, other services, and remaining labor costs.

FAQ's

What programs can you use?

Elenore, Jobber, and Project 2 Payment

Which CRM is the best fit for me?

This will vary person to person. My recommendation will vary based on your individual situation.

What is included?

This will vary based on which software & implementation package you select

What if I have problems after it's done?

We will teach you about each part of your CRM and the resources for each. If you are still having problems, you can always reach out to us for further assistance.

How much does it cost?

Setup & implementation estimates are provided upon request. (Elenore: Those who do a setup or implementation package with me

How do I get started?

We do estimates and consultations virtually and in person (upon request). Please fill out our New Project Form, upload photos/videos, and schedule a follow-up call with us!