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CRM & Follow-Up Setup

$748.75$599Save 20%

Organize your leads and never miss a follow-up.

Get your business inquiry management under control with a complete CRM setup tailored to your workflow. We’ll configure your CRM with a single sales pipeline, essential contact fields, and integrate one supported inquiry source so leads flow in automatically.

You’ll receive follow-up reminders, pre-built response templates, and a handover session to ensure your team knows how to use the system. This service includes a scope review beforehand to confirm the setup will work for your business needs.

  • One CRM platform configured
  • Single sales pipeline customized to your process
  • Essential contact fields and data structure
  • One inquiry source integration
  • Follow-up reminder automation
  • Pre-built response templates
  • 60-minute handover and training session
Frequently asked questions