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Close CRM Implementation & Sales Process Optimizat

Features

Small

$1,500

/total

Medium

$3,500

/total

Large

$6,500

/total

CRM setup & Customization

Sales Pipeline Configuration

1 Pipeline

3 Pipelines

Unlimited Pipelines

Lead & Opportunity Setup

Basic Fields

Custom Fields

Advanced Mapping

Smartviews & Filters

Up to 5

Up to 15

Unlimited

Automation & Workflows

na

Basic Automation

Full Automation

Reporting & Dashboard Setup

na

Basic Reports

Advanced Analytics

Power Dialer Setup & Training

na

Partial Setup

Full Setup and Training

Integrations (e.g., Stripe, Zapier)

na

Up to 2

Up to 5

Team Training

1Hour

3 Hours

5 Hour and Ongoing Support

Onboarding Support

2 Weeks

4 Weeks

6 weeks

Delivery Time

1-week delivery

2-week delivery

4-week delivery

Small

$1,500

/total

CRM setup & Customization

Sales Pipeline Configuration

1 Pipeline

Lead & Opportunity Setup

Basic Fields

Smartviews & Filters

Up to 5

Automation & Workflows

na

Reporting & Dashboard Setup

na

Power Dialer Setup & Training

na

Integrations (e.g., Stripe, Zapier)

na

Team Training

1Hour

Onboarding Support

2 Weeks

Delivery Time

1-week delivery

Medium

$3,500

/total

CRM setup & Customization

Sales Pipeline Configuration

3 Pipelines

Lead & Opportunity Setup

Custom Fields

Smartviews & Filters

Up to 15

Automation & Workflows

Basic Automation

Reporting & Dashboard Setup

Basic Reports

Power Dialer Setup & Training

Partial Setup

Integrations (e.g., Stripe, Zapier)

Up to 2

Team Training

3 Hours

Onboarding Support

4 Weeks

Delivery Time

2-week delivery

Large

$6,500

/total

CRM setup & Customization

Sales Pipeline Configuration

Unlimited Pipelines

Lead & Opportunity Setup

Advanced Mapping

Smartviews & Filters

Unlimited

Automation & Workflows

Full Automation

Reporting & Dashboard Setup

Advanced Analytics

Power Dialer Setup & Training

Full Setup and Training

Integrations (e.g., Stripe, Zapier)

Up to 5

Team Training

5 Hour and Ongoing Support

Onboarding Support

6 weeks

Delivery Time

4-week delivery

$1,500

  • CRM setup & Customization
  • Sales Pipeline Configuration: 1 Pipeline
  • Lead & Opportunity Setup: Basic Fields
  • Smartviews & Filters: Up to 5
  • Automation & Workflows: na
  • 1 week delivery

$3,500

  • CRM setup & Customization
  • Sales Pipeline Configuration: 3 Pipelines
  • Lead & Opportunity Setup: Custom Fields
  • Smartviews & Filters: Up to 15
  • Automation & Workflows: Basic Automation
  • 2 week delivery

$6,500

  • CRM setup & Customization
  • Sales Pipeline Configuration: Unlimited Pipelines
  • Lead & Opportunity Setup: Advanced Mapping
  • Smartviews & Filters: Unlimited
  • Automation & Workflows: Full Automation
  • 4 week delivery

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