CRM implementation

What’s included

• One CRM product, up to 5 users and 2 pipelines.
• Up to 5 simple automations and one standard integration.
• Import of up to 5,000 cleaned contacts and training.

Outside the scope

Licences, complex data cleansing and custom APIs are separate. Applicable taxes, hosting, licences, advertising and API usage are separate. One language unless explicitly stated.

Planning

Schedule agreed after confirming scope, materials and access.

Agree the sales process before configuring a CRM

A CRM implementation starts with the way your team handles an enquiry, assigns a responsible person and decides the next action. The published package covers one CRM product, up to 5 users and 2 pipelines, up to 5 simple automations, one standard integration, import of up to 5,000 cleaned contacts and training.

What to prepare

Identify the pipeline stages, the people who own each stage, the fields you need and the source of existing contacts. Check that the selected CRM plan permits the required integration. Complex data cleansing, licences and custom APIs are outside the published package.

What to agree before delivery

Before handover, agree how to check a sample enquiry from entry to the expected CRM record, responsible person and next action. Review import results and automation behaviour with the team. The schedule follows confirmation of scope, materials and access; additional languages and costs require explicit agreement.