CRM & Sales Follow-Up Setup
Review what is included and any separately priced services below. Contact us before ordering if you need help choosing or confirming availability.
Give every sales conversation a clear next step
A $749 starter setup helps up to three users work from one supported, ready CRM account or installation.
Included
- One sales pipeline with up to six stages
- Up to ten agreed contact or opportunity fields
- One customer-supplied CSV import of up to 1,000 records
- Exact-email deduplication and a sample import review
- Owner assignment, follow-up task setup and do-not-contact fields
- One basic pipeline view or report
- A 60-minute remote handover and workflow notes
We confirm CRM compatibility, import mapping and the intended workflow before purchase. You supply records you are entitled to use and an accurate suppression list.
CRM hosting or installation, licenses, data enrichment, complicated cleanup, custom code, automated campaigns and external integrations are separate. This package does not send outreach or promise sales.
For connected intake or notifications, see workflow automation. For new business-contact records, see verified B2B email lists.
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