Complete CRM implementation with customization, data migration, and team training. Start managing customers effectively from day one.
Everything you need to crm implementation
How we deliver crm implementation in 2-3 weeks
Understand your sales process and needs
Configure CRM platform and users
Build custom fields, stages, and automations
Import and clean existing data
Train team and go live
Everything you'll receive at the end of the project
CRM platform setup
Custom pipeline configuration
Data migration (up to 10,000 records)
5 automation workflows
Email integration
Report dashboards
User role setup
2 training sessions
Documentation
1 month support
This package is ideal for these businesses and use cases
This service uses our proven products and platforms
Edesy CRM
WhatsApp CRM
HubSpot, Salesforce, Zoho, Pipedrive, Close, and others. We recommend based on your needs and budget.
Yes, we handle data migration from any CRM or spreadsheet. Data is cleaned and mapped properly.
Lead assignment, follow-up reminders, deal stage automation, email sequences, and notification workflows.
No, CRM subscription is separate. We help you choose the right plan and handle all setup.
We identify and merge duplicates during migration, establishing rules to prevent future duplicates.
Yes, we integrate with email, calendar, marketing tools, and other business applications.
Free guide covering crm implementation best practices, timelines, and what to expect from a productized service.
Contact us for custom pricing based on your specific requirements. Fixed scope. Predictable delivery. No surprises.