• Post a Project

CRM Implementation & Optimization

Get a CRM that actually supports your sales team. We specialize in implementing and optimizing HubSpot, Pipedrive, and LiveSpace. We align your CRM with your sales process, automate repetitive tasks, and ensure clean data for reliable revenue forecasting and team productivity.

Features

Small

$200

/total

Basic CRM health check & minor workflow tweaks

Medium

$1,000

/total

Standard implementation or major optimization.

Large

$5,000

/total

Full CRM architecture & advanced automation.

Sales Process Mapping & Setup

Audit of your current CRM stages. We align your HubSpot/Pipedrive/LiveSpace with one core sales process to ensure basic pipeline visibility and data consistency.

Full mapping of multiple sales processes. We configure custom fields, deal stages, and pipelines tailored to your specific business model for better sales tracking.

Advanced CRM architecture for complex organizations. Includes multi-pipeline setup, advanced permissions, and deep alignment with marketing and success team workflows.

Automations & Tech Stack Integration

Setup of basic email templates and 2-3 simple automated tasks (e.g., deal notifications) to save your sales team time on manual data entry.

Design of advanced automated workflows and sequences. Integration with your primary tools (email, calendar, marketing) to create a seamless lead-to-deal flow.

Comprehensive automation engine. We build complex logic for lead routing, deep integrations with external databases/ERPs, and advanced multi-channel notification systems.

Reporting & Team Adoption Training

Creation of one essential sales dashboard. Includes a basic training session (1h) for the team leader on how to monitor key pipeline metrics.

Comprehensive sales and management dashboards. We provide team-wide training sessions and documentation to ensure high CRM adoption and data quality.

Advanced executive-level reporting and custom analytics. We provide ongoing training, monthly data audits, and continuous optimization to maximize your CRM investment ROI.

Delivery Time

1-day delivery

2-day delivery

1-month delivery

Small

$200

/total

Basic CRM health check & minor workflow tweaks

Sales Process Mapping & Setup

Audit of your current CRM stages. We align your HubSpot/Pipedrive/LiveSpace with one core sales process to ensure basic pipeline visibility and data consistency.

Automations & Tech Stack Integration

Setup of basic email templates and 2-3 simple automated tasks (e.g., deal notifications) to save your sales team time on manual data entry.

Reporting & Team Adoption Training

Creation of one essential sales dashboard. Includes a basic training session (1h) for the team leader on how to monitor key pipeline metrics.

Delivery Time

1-day delivery

Medium

$1,000

/total

Standard implementation or major optimization.

Sales Process Mapping & Setup

Full mapping of multiple sales processes. We configure custom fields, deal stages, and pipelines tailored to your specific business model for better sales tracking.

Automations & Tech Stack Integration

Design of advanced automated workflows and sequences. Integration with your primary tools (email, calendar, marketing) to create a seamless lead-to-deal flow.

Reporting & Team Adoption Training

Comprehensive sales and management dashboards. We provide team-wide training sessions and documentation to ensure high CRM adoption and data quality.

Delivery Time

2-day delivery

Large

$5,000

/total

Full CRM architecture & advanced automation.

Sales Process Mapping & Setup

Advanced CRM architecture for complex organizations. Includes multi-pipeline setup, advanced permissions, and deep alignment with marketing and success team workflows.

Automations & Tech Stack Integration

Comprehensive automation engine. We build complex logic for lead routing, deep integrations with external databases/ERPs, and advanced multi-channel notification systems.

Reporting & Team Adoption Training

Advanced executive-level reporting and custom analytics. We provide ongoing training, monthly data audits, and continuous optimization to maximize your CRM investment ROI.

Delivery Time

1-month delivery

Examples

$200

  • Sales Process Mapping & Setup: Audit of your current CRM stages. We align your HubSpot/Pipedrive/LiveSpace with one core sales process to ensure basic pipeline visibility and data consistency.
  • Automations & Tech Stack Integration: Setup of basic email templates and 2-3 simple automated tasks (e.g., deal notifications) to save your sales team time on manual data entry.
  • Reporting & Team Adoption Training: Creation of one essential sales dashboard. Includes a basic training session (1h) for the team leader on how to monitor key pipeline metrics.
  • 1 day delivery

$1,000

  • Sales Process Mapping & Setup: Full mapping of multiple sales processes. We configure custom fields, deal stages, and pipelines tailored to your specific business model for better sales tracking.
  • Automations & Tech Stack Integration: Design of advanced automated workflows and sequences. Integration with your primary tools (email, calendar, marketing) to create a seamless lead-to-deal flow.
  • Reporting & Team Adoption Training: Comprehensive sales and management dashboards. We provide team-wide training sessions and documentation to ensure high CRM adoption and data quality.
  • 2 day delivery

$5,000

  • Sales Process Mapping & Setup: Advanced CRM architecture for complex organizations. Includes multi-pipeline setup, advanced permissions, and deep alignment with marketing and success team workflows.
  • Automations & Tech Stack Integration: Comprehensive automation engine. We build complex logic for lead routing, deep integrations with external databases/ERPs, and advanced multi-channel notification systems.
  • Reporting & Team Adoption Training: Advanced executive-level reporting and custom analytics. We provide ongoing training, monthly data audits, and continuous optimization to maximize your CRM investment ROI.
  • 1 month delivery

Your message has been sent

Future Processing will contact you shortly

Go to Messages
Visit Company Website

Your account is missing a contact email address

An email address is needed to send your message