Services
CRM setup services
Implementation, migration, data cleanup, user onboarding, contact management, pipeline setup, deal tracking, and reporting dashboard design.
Pricing
CRM software and services pricing
Specific tiers will be defined after the CRM navigation, sales pipeline model, lead entitlement rules, and support workflows are stable. The first pass separates service setup, portal access, and lead workflow buying motions without locking in limits too early.
Platform
CRM workspace access
Self-service portal access for contacts, companies, tasks, notes, deals, support history, billing visibility, and document workflows.
Data
B2B lead workflows
Lead data access, lead routing, source tracking, suppression handling, sync rules, and CRM integration work will be priced after entitlement and compliance review.