Description
CRM & Sales Systems — Essentials
Create a clear sales pipeline and reliable follow-up process so your team knows what to do next.
- One CRM workspace setup
- One pipeline: up to 6 stages
- Up to 5 custom fields
- One handoff session
Billing: One-time project purchase. No automatic renewal.
CRM licenses, Perfex modules, third-party subscriptions, data cleanup, and custom API development are separate. Client provides access and an approved, import-ready data file.
After purchase, our team will contact you to collect access and assets and confirm the project schedule. Work begins after required materials are received. Scope changes are quoted separately.
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