Complete CRM implementation including customization for your workflows, data migration, team training, and integrations - get your team selling faster.
Everything you need to crm implementation
How we deliver crm implementation in 4 weeks from kickoff to go-live
Understand your sales process, team structure, and requirements
Configure CRM with custom fields, pipelines, and workflows
Migrate data from spreadsheets or existing CRM
Connect tools and conduct thorough testing
Train your team and launch the CRM
Everything you'll receive at the end of the project
Fully customized CRM system
Data migration from existing system
Custom sales pipelines
Automated workflows and triggers
Email integration
Calendar integration
Custom reports and dashboards
Mobile app setup
User roles and permissions
3 training sessions (admin + users)
Documentation and guides
3 months post-launch support
This package is ideal for these businesses and use cases
This service uses our proven products and platforms
Edesy CRM
WhatsApp CRM
Business Intelligence
Yes, we handle data migration from Salesforce, HubSpot, Zoho, Pipedrive, spreadsheets, and custom systems. We ensure data integrity and zero loss.
We customize fields, pipelines, stages, workflows, reports, and dashboards to match your business process. Complex customizations may require additional scope.
We integrate with email (Gmail, Outlook), calendars, WhatsApp, phone systems, accounting software, and other tools via APIs.
We provide 3 months of support for questions and minor changes. After that, you can continue with our monthly maintenance plan.
Yes, the CRM is fully customizable. We can add new features, fields, workflows, or integrations as your business grows.
We focus heavily on training and change management. We provide documentation, video tutorials, and hands-on training to ensure team adoption.
Contact us for custom pricing based on your specific requirements
Fixed scope • Predictable delivery • No surprises
Usually respond within 24 hours • Free consultation