A CRM your team actually keeps up to date.
Adoption fails when the CRM does not match reality. We model your objects, stages and permissions against the way your team already works, then migrate the data cleanly.
One-Time Setup
$899
Maintenance
$899/mo
- HubSpot, Salesforce, or GHL Setup
- Data Migration & Pipeline Mapping
- Custom Analytics & Reports
What's actually included.
Object and property modelling
Contacts, companies, deals and custom objects designed around your real sales motion, with required fields at the stages that matter.
Clean migration
Deduplication, normalisation and mapping from spreadsheets or a legacy CRM, with a reconciliation report before go-live.
Permissions and ownership
Teams, territories and visibility rules so people see the records they own and nothing they should not.
Reporting that answers questions
Dashboards built from the questions you actually ask in your weekly meeting.
The path from trigger to result.
- 01
Audit
Review current data, tools and sales process.
- 02
Model
Design objects, properties and pipeline stages.
- 03
Migrate
Clean, dedupe and import existing records.
- 04
Automate
Stage rules, tasks and notifications.
- 05
Enable
Train the team and hand over documentation.
Connects to the tools you already run.
Straightforward, itemised pricing.
$899/mo maintenance
- HubSpot, Salesforce, or GHL Setup
- Data Migration & Pipeline Mapping
- Custom Analytics & Reports
Common questions.
We recommend based on team size, budget and required integrations during discovery rather than defaulting to one vendor.
No. CRM licences are billed to you directly by the vendor so you retain full ownership of the account.
Ongoing configuration changes, new pipelines and properties, report building and data hygiene monitoring.
Other services in this category.
Ready to Eliminate Busywork with Autonomous AI?
Schedule a 20-minute architecture discovery call. We'll map your highest-friction workflows, show you live system prototypes, and calculate your exact ROI.