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:​
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Initial Consultation: 1-hour discovery call to assess business needs.
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Basic CRM Setup: Set up a CRM like HubSpot, Zoho, or Pipedrive.
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Data Import & Cleanup: Migrate existing customer data into the CRM.
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Custom Fields & Pipelines: Create up to 5 custom fields and 2 sales pipelines.
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Basic User Training: 2-hour CRM user training session.
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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:
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CRM System Analysis: Review of current CRM setup and new system needs.
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Data Migration: Migrate all customer data, contacts, and historical records to the new CRM.
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Field Mapping & Customisation: Ensure accurate mapping of old data fields to new CRM fields.
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User Setup & Permissions: Configure user roles and permissions in the new system.
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Testing & Troubleshooting: Test the new system for data accuracy and performance.
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User Training: 4-hour training session on the new CRM.
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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:
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Comprehensive Business Analysis: 4-hour workshop with key stakeholders to map out CRM requirements.
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Enterprise CRM Implementation: Full setup of high-tier CRM systems
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Custom Integrations: API integrations with ERP, accounting software, or bespoke applications.
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Custom Workflows & Automations: Up to 10 custom workflows for marketing, sales, and customer service teams.
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Data Segmentation & Reporting: Advanced data segmentation with custom analytics and reporting.
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CRM User Roles & Permissions: Set up user roles and permissions for different departments.
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Team Training & Documentation: 8 hours of team training plus user manuals and video tutorials.
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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:​
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Needs Assessment & Discovery: 2-hour business process analysis.
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Advanced CRM Setup: Customisation of mid-tier CRM tools like Pipedrive, Zoho CRM Professional, or Pipedrive.
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Integration with Existing Tools: Integration with email, calendar, and other essential tools (e.g., Mailchimp, Google Workspace, Slack).
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Automation Setup: Implement 5 key automations for lead nurturing, follow-ups, and task assignments.
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Reporting & Analytics: Custom dashboard setup with KPI reports.
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Onsite/Online User Training: 4-hour hands-on training for key team members.
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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:
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CRM Audit: In-depth audit of the current CRM setup, data flow, and user adoption.
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Performance & Usability Assessment: Identify gaps in the system, inefficiencies, or unused features.
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Data Cleanup & Standardisation: Fix data duplication, missing information, and create a standard data-entry format.
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CRM Workflow Optimisation: Refine and improve existing automations and processes.
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User Training Refresher: 2-hour training session to improve user proficiency.
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Report Setup: Configure custom reports and dashboards.
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1 Month Support: Troubleshooting and further CRM optimisation.​
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Price Range: £1,000 - £2,500
Add ons
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Marketing Automation: Add marketing automation workflows (starting at £300).
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Customer Service Integration: Set up CRM-integrated customer support features (starting at £500).
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Advanced Reporting: Custom KPI dashboards and real-time reporting (starting at £200).
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CRM App Development: Build custom CRM applications or add-ons (starting at £10,000).