Wintec Group Inc. Packages
New York, NY
View Full ProfileOnboarding Packages
We offer customized implementation packages for businesses of all sizes. Whether you're a small shop just starting out or a larger team replacing an existing CRM with Maximizer, we can tailor a package to meet your unique needs.
| Features |
Small $450 /totalEntrepreneurs $450 |
Medium $2,495 /totalTeam $2495-$2995 |
Large $6,995 /totalAdministrator $6995 |
|---|---|---|---|
|
Understand business requirements |
Included |
Included |
Included |
|
Data import of text file for contacts |
Included |
Included |
Included |
|
User instruction (Base package, 1 session) |
Included |
Included |
Included |
|
CRM setup (Base package) |
Included |
Included |
Included |
|
Permission for team |
Not Included |
Included |
Included |
|
Follow up sessions for training and set up |
Not Included |
Included |
Included |
|
Marketing campaign training |
Not Included |
Included |
Included |
|
Integrations (Mailchimp, Zapier, etc) |
Not Included |
Not Included |
Included |
|
Admin Functions |
Not Included |
Not Included |
Included |
|
Field set up, User set up, Client set up |
Not Included |
Not Included |
Included |
|
Excel Reporting |
Not Included |
Not Included |
Included |
|
Documentation |
Not Included |
Not Included |
Included |
|
Follow Up |
Not Included |
Not Included |
Included |
|
Delivery Time |
– |
– |
– |
|
Small $450 /totalEntrepreneurs $450 |
|
|---|---|
|
Understand business requirements |
Included |
|
Data import of text file for contacts |
Included |
|
User instruction (Base package, 1 session) |
Included |
|
CRM setup (Base package) |
Included |
|
Permission for team |
Not Included |
|
Follow up sessions for training and set up |
Not Included |
|
Marketing campaign training |
Not Included |
|
Integrations (Mailchimp, Zapier, etc) |
Not Included |
|
Admin Functions |
Not Included |
|
Field set up, User set up, Client set up |
Not Included |
|
Excel Reporting |
Not Included |
|
Documentation |
Not Included |
|
Follow Up |
Not Included |
|
Delivery Time |
– |
|
Medium $2,495 /totalTeam $2495-$2995 |
|
|---|---|
|
Understand business requirements |
Included |
|
Data import of text file for contacts |
Included |
|
User instruction (Base package, 1 session) |
Included |
|
CRM setup (Base package) |
Included |
|
Permission for team |
Included |
|
Follow up sessions for training and set up |
Included |
|
Marketing campaign training |
Included |
|
Integrations (Mailchimp, Zapier, etc) |
Not Included |
|
Admin Functions |
Not Included |
|
Field set up, User set up, Client set up |
Not Included |
|
Excel Reporting |
Not Included |
|
Documentation |
Not Included |
|
Follow Up |
Not Included |
|
Delivery Time |
– |
|
Large $6,995 /totalAdministrator $6995 |
|
|---|---|
|
Understand business requirements |
Included |
|
Data import of text file for contacts |
Included |
|
User instruction (Base package, 1 session) |
Included |
|
CRM setup (Base package) |
Included |
|
Permission for team |
Included |
|
Follow up sessions for training and set up |
Included |
|
Marketing campaign training |
Included |
|
Integrations (Mailchimp, Zapier, etc) |
Included |
|
Admin Functions |
Included |
|
Field set up, User set up, Client set up |
Included |
|
Excel Reporting |
Included |
|
Documentation |
Included |
|
Follow Up |
Included |
|
Delivery Time |
– |