When one pipeline isn’t the whole business.

The Quick-Start is a fixed menu for a team selling one thing through one pipeline: set up in about two weeks, a basic import, no custom integrations. An implementation begins where that stops — several teams and pipelines, custom objects for what you actually sell, real integrations with the systems around the CRM, and years of existing data that has to move. If your setup fits the menu, take the Quick-Start; we will tell you so on the call rather than sell you the bigger build.

That is the part we rehearse instead of promise. Every source is field-mapped first, then the migration runs into a sandbox, where record counts and duplicate groups are checked against the originals. Production is loaded only after those numbers agree, and the old system stays readable until you sign off. Duplicates are merged rather than deleted, so the history survives the merge instead of being overwritten by whichever row happened to load last.

The usual ones are ERP and invoicing, the e-shop, the phone system, accounting exports and marketing tools — in practice, anything with an API or a scheduled file exchange. Each integration is scoped and priced on its own, in writing, because a one-way field sync and a two-way order feed with error handling are not the same piece of work and should not hide behind the same line item.

We are partners of both, so the answer comes from your operation rather than our commission: how many seats, how much custom object work, what has to be integrated, and what your own people can administer after we leave. If you already pay for one of them, the default answer is to make that one fit before considering a move — a migration you did not need is the most expensive kind.

Usually, yes — a stalled implementation is more often a scoping problem than a software one. We audit what exists, say plainly what is worth keeping, and rebuild the rest in phases so there is a working system at the end of each one instead of at the end of everything. You keep the audit findings whether or not you continue with us. The audit itself is a fixed one-off fee, credited against the first phase if you go ahead.

That is what the enablement phase is for: role-based training on your own configured system rather than a demo org, a short written playbook, data-quality rules everyone has agreed to, and a check-in after the first live month. A CRM gets abandoned when it adds typing and gets used when it removes it, so adoption is a design constraint here, not a training slide at the end.

It runs in phases so something works early — design and migration first, then the integrations, then reporting and enablement — and most builds land between six and twelve weeks depending on how many systems are in scope. Price follows the same five drivers you see above: seats and teams, pipelines and objects, integrations, data complexity, and how much enablement and care you want after hand-over. That is why this one is quoted from a call instead of a tier: after twenty minutes you get a phase plan with a fixed price per phase, and the range those quotes land in is published on our costs page.