Description
CRM Setup & Configuration — Starter
Configure your supported CRM around the way your team captures, qualifies, and follows up with new business.
- One CRM workspace
- One pipeline, up to 6 stages
- Up to 5 custom fields
- One handoff session
CRM licenses, Perfex modules, data cleanup, and custom API development are separate. You provide authorized access and import-ready data.
One-time project purchase. We confirm the schedule after collecting your brief and required assets. Additional work is quoted separately.
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