CRM Setup & Administration

A CRM set up for how you sell, and kept clean so you can trust what it tells you.

Two businessmen shaking hands across a meeting table

What's included

  • CRM setup and optimization
  • Automating repetitive tasks
  • Tracking customer interactions
  • Follow-up and communication workflows

Part of Grow, $5,000/mo, and every level above it. Also sold on its own: a CRM changeover.