Description
CRM Setup and Training Services
Hourly Rate: $85–$150/hour (based on platform & complexity)
Fixed Project Pricing: Available upon request
Package Deals: Discounts available for bundled services
Take the stress out of CRM implementation with expert-led CRM setup and training services tailored to your business needs. Whether you’re starting from scratch or switching platforms, we ensure a smooth transition and lasting results.
We specialize in:
- CRM onboarding for small businesses
- HubSpot and Zoho setup services
- Salesforce training for teams
- GoHighLevel CRM implementation
- CRM consulting for SMBs (Small & Midsize Businesses)
Our team works closely with you to configure your CRM, import your data, and customize workflows so your business runs smarter, not harder. We don’t just set it up — we train your team to use it confidently from day one.
What’s Included (Based on Scope):
CRM Platform Setup
- Selection guidance (HubSpot, Zoho, GoHighLevel, Pipedrive, etc.)
- Custom pipeline setup (sales stages, lead scoring, lifecycle mapping)
- Contact import, tagging, and segmentation
- Email templates + automation workflows
- Integration with websites, forms, payment systems, ads, etc.
Team Training
- Live walk-through or recorded training for sales and support teams
- How-to guides and SOPs tailored to your workflow
- Q&A sessions and troubleshooting
Optimization & Support
- Follow-up audit after 30 days
- Custom dashboard creation (lead tracking, sales forecasting)
- Retargeting sync (optional add-on)
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