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Our Consultancy Bundles

Our CRM consultancy bundles allows us to cater to different customer needs and budgets Here are some bundle ideas we offer:

Starter

Target Audience: Small businesses or startups new to CRM systems.

 

Services:​

  • Initial Consultation: 1-hour discovery call to assess business needs.

  • Basic CRM Setup: Set up a CRM like HubSpot, Zoho, or Pipedrive.

  • Data Import & Cleanup: Migrate existing customer data into the CRM.

  • Custom Fields & Pipelines: Create up to 5 custom fields and 2 sales pipelines.

  • Basic User Training: 2-hour CRM user training session.

  • 1 Month Email Support: Basic email support to resolve issues post-setup.

 

Price Range: £500 - £1,000

Migrations

Target Audience: Companies moving from one CRM to another (e.g., Pipedrive to HubSpot).

 

Services:

  • CRM System Analysis: Review of current CRM setup and new system needs.

  • Data Migration: Migrate all customer data, contacts, and historical records to the new CRM.

  • Field Mapping & Customisation: Ensure accurate mapping of old data fields to new CRM fields.

  • User Setup & Permissions: Configure user roles and permissions in the new system.

  • Testing & Troubleshooting: Test the new system for data accuracy and performance.

  • User Training: 4-hour training session on the new CRM.

  • 2-Month Support: Post-migration troubleshooting and adjustments.

 

Price Range: £2,000 - £5,000+

Enterprise

Target Audience: Larger companies with complex CRM needs and multiple departments.

 

Services:

  • Comprehensive Business Analysis: 4-hour workshop with key stakeholders to map out CRM requirements.

  • Enterprise CRM Implementation: Full setup of high-tier CRM systems 

  • Custom Integrations: API integrations with ERP, accounting software, or bespoke applications.

  • Custom Workflows & Automations: Up to 10 custom workflows for marketing, sales, and customer service teams.

  • Data Segmentation & Reporting: Advanced data segmentation with custom analytics and reporting.

  • CRM User Roles & Permissions: Set up user roles and permissions for different departments.

  • Team Training & Documentation: 8 hours of team training plus user manuals and video tutorials.

  • 6-Month Premium Support: Includes troubleshooting, optimisation, and feature enhancements.

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Price Range: £5,000 - £10,000+

Growth

Target Audience: Growing SMEs needing more advanced CRM features.

 

Services:​

  • Needs Assessment & Discovery: 2-hour business process analysis.

  • Advanced CRM Setup: Customisation of mid-tier CRM tools like Pipedrive, Zoho CRM Professional, or Pipedrive.

  • Integration with Existing Tools: Integration with email, calendar, and other essential tools (e.g., Mailchimp, Google Workspace, Slack).

  • Automation Setup: Implement 5 key automations for lead nurturing, follow-ups, and task assignments.

  • Reporting & Analytics: Custom dashboard setup with KPI reports.

  • Onsite/Online User Training: 4-hour hands-on training for key team members.

  • Ongoing Support: 3-month support package, including phone and email support.

 

Price Range: £1,500 - £3,000

Optimisation & Health

Target Audience: Businesses with an existing CRM needing optimisation or troubleshooting.

 

Services:

  • CRM Audit: In-depth audit of the current CRM setup, data flow, and user adoption.

  • Performance & Usability Assessment: Identify gaps in the system, inefficiencies, or unused features.

  • Data Cleanup & Standardisation: Fix data duplication, missing information, and create a standard data-entry format.

  • CRM Workflow Optimisation: Refine and improve existing automations and processes.

  • User Training Refresher: 2-hour training session to improve user proficiency.

  • Report Setup: Configure custom reports and dashboards.

  • 1 Month Support: Troubleshooting and further CRM optimisation.​

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Price Range: £1,000 - £2,500

Add ons

  • Marketing Automation: Add marketing automation workflows (starting at £300).

  • Customer Service Integration: Set up CRM-integrated customer support features (starting at £500).

  • Advanced Reporting: Custom KPI dashboards and real-time reporting (starting at £200).

  • CRM App Development: Build custom CRM applications or add-ons (starting at £10,000).

Website Design & Build

Our Website Design Package. Perfect for small businesses or individuals looking to establish an online presence.

WiX Partner
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