✓ Setup your CRM of choice
✓ Provide a custom instructional video for you to share the new setup with your team
✓ Transfer all of your current spreadsheets and data into your new CRM
✓ Create one CRM automation, where available
We will NOT:
✗ Pay the ongoing costs for your CRM
✗ Provide ongoing support for your CRM
Work with Google Sheets, Microsoft Excel or Numbers
Clean up and organize your data
Make the spreadsheet consistent in font, color & company branding
Add custom automations and rules to make workflow easier
Create filters to help organize your data
Provide a custom instructional video for you to share the changes with the team
We will NOT:
✗ Delete your data
✗ Undo the workflows already in place
Work with Google Sheets, Microsoft Excel or Numbers
Work with your CRM of choice (and advise on selection if needed)
Transfer all of your spreadsheet data into your CRM
Organize the data in an accessible way
Provide a custom instructional video for you to share the changes with the team
We will NOT:
✗ Delete your original spreadsheet
Setup / utilize 2 additional third-party softwares for your business
Work with your CRM of choice
Troubleshoot any bugs that occur during project setup
Provide a custom instructional video for you to share the changes with the team
Create one basic CRM automation, where available
We will NOT:
✗ Pay the ongoing costs for your CRM
✗ Troubleshoot any bugs that occur after 1 month troubleshooting period
Setup / utilize 2 additional third-party softwares for your business
Work with your CRM of choice
Cover all ongoing costs for the system
Troubleshoot any bugs that occur during & post project
Provide a custom instructional video for you to share the changes with the team
We will NOT:
✗ Pay the ongoing costs for your CRM
👇🏻👇🏼👇🏽👇🏾👇🏿