Business systems
Organise opportunities, ownership and next steps in one shared tool.
What’s included
- One CRM product, up to 5 users and 2 pipelines.
- Up to 5 simple automations and one standard integration.
- Import of up to 5,000 cleaned contacts and training.
Outside the scope
Licences, complex data cleansing and custom APIs are separate. Applicable taxes, hosting, licences, advertising and API usage are separate. One language unless explicitly stated.
Planning
Schedule agreed after confirming scope, materials and access.
Keep exploring
How to measure qualified enquiries
Connect forms and CRM with understandable commercial criteria.
Read the guideHow to choose a CRM around your processes
Test daily work before comparing feature lists.
Read the guidePreparing a CRM migration
Protect relationships, history and traceability before importing.
Read the guide