MarketStarter / Systems / 05 · CRM Quick-Start We close with it
A CRM your team actually uses.
HubSpot or Salesforce, set up around how your team already sells. One pipeline with every deal visible, follow-ups that fire on their own, and a dashboard that answers “where are we?” at a glance — live in about two weeks, at a fixed price.
- ONE PIPELINE — EVERY DEAL
- LIVE IN WEEKS — NOT MONTHS
- PARTNERS IN BOTH — NO BIAS
Watch the board — the system at work
You already pay for a CRM. Nobody uses it.
Every deal below sits on one board, updating itself.
If that question gets silence — or an Excel file that was true two weeks ago — your deals are living in spreadsheets and five different inboxes. The Quick-Start doesn’t sell you new software. It makes the CRM you already pay for work: a pipeline shaped around how your team already sells, an inbox that logs itself, follow-ups that fire on their own, and a dashboard that answers the question at a glance.
- One pipeline
- Inbox sync
- Automations
- Dashboard
New lead
Proposal
Won
What the system does
Set up in two weeks. Used every day.
CRM projects don’t fail on software — they fail on adoption. Every item in the Quick-Start comes from a menu of 21 proven quick wins, picked because teams keep using them after we leave.
- Pipeline
One pipeline, every deal
Deal stages mapped to how your team actually sells — not to a template. Every open deal visible, with an owner and a next step.
- Sync
An inbox that logs itself
Email and calendar sync: every conversation lands on the right contact and deal on its own. Nobody types anything twice.
- Templates
Meeting links & templates
Booking links and ready email templates — the team saves time from the first day. That’s what makes them keep using it.
- Automations
Follow-ups that fire themselves
Reminders and nurture sequences run on their own. The deal that used to slip through the cracks — doesn’t.
- Dashboard
Answers “where are we?”
An owner dashboard with open deals, values and stages — the state of your sales in one glance, any day of the month.
- Adoption
A team that actually uses it
Live handover training, a one-page playbook, and a 30-day check-in. The setup sticks because it removes work instead of adding it.
- HubSpot
- Salesforce
- Inbox sync
- Automations
- Dashboards
Who it’s for
Wherever there’s a sales team, there’s a pipeline.
For teams of 5–100 people with two to fifteen salespeople — that bought HubSpot or Salesforce and use a tenth of it, or still run sales from the inbox and a spreadsheet.
- SaaS
SaaS & IT teams
From trial to renewal on one board — nothing parked in a thread.
- Logistics
Logistics & shipping
Quotes and clients with real visibility, not buried in email threads.
- Professional
Law & accounting firms
Client intake and follow-ups that never miss a deadline.
- Agencies
Agencies & studios
Leads, proposals and retainers in order — and renewed on time.
- Wholesale
Wholesale & distribution
A customer book with history — not a memory in someone’s head.
- Industrial
Manufacturing
Long deals with stages, owners and reminders across the months.
Fixed scope
Five things shape your setup. Nothing else moves the price.
- 01PlatformHubSpot or Salesforce — recommended by team size, budget and stack, not by commission.
- 02MenuWhich of the 21 quick wins your setup needs — from the essentials to lead scoring and multi-pipeline.
- 03TeamHow many people we onboard and train — seats, roles, saved views.
- 04AutomationsHow many pipelines, automations and nurture sequences run from day one.
- 05CareHandover and a 30-day check-in — or an ongoing admin retainer.
On the call we walk through the five, then you get a one-page scope: fixed deliverables, fixed price — no hourly billing, no scoping maze. If your setup is bigger than the menu — several teams and pipelines, custom objects, real integrations, years of data to migrate — that is System 07, the scoped implementation.
What it costs, and why →Behind System 05: official partners of both platforms — so the recommendation follows your fit, not our commission. Marketing systems shipped for 40+ B2B and e-commerce brands.
Straight answers
The questions every owner asks — answered.
We already have a CRM and nobody uses it — why would this time be different?
Because adoption is the design goal, not an afterthought. The pipeline is shaped around how your team already sells, inbox sync removes the manual typing, and meeting links and templates give the team time back from day one. A CRM that removes work gets used; one that adds work gets abandoned — that’s the whole difference.
Fixed price? Where’s the catch?
There isn’t one — because the scope is fixed too. Every setup is assembled from a menu of 21 proven quick wins, so you know exactly what’s included before we start. Anything outside the menu is quoted separately, in writing. No surprises in either direction.
HubSpot or Salesforce — which one should we pick?
We’re official partners of both, so the recommendation comes from your team size, budget and existing stack — not from commission. If you already pay for one of them, the usual answer is to make that one work before considering a switch.
Can’t we just set it up ourselves?
You can — the tools are self-serve on paper. In practice most teams stall at custom properties, automations and, above all, adoption. The Quick-Start makes it live in about two weeks instead of months, with the team trained and a 30-day check-in to make sure it stuck.
What’s not included?
Software licenses, heavy data migration (a basic import is included) and custom integrations. If your setup needs those — more than 15 seats, custom objects, deep integrations — we scope a full implementation instead. That’s deliberate: complexity gets its own plan, it doesn’t hide inside a fixed-price package.
How much does it cost?
It depends on the five scope drivers above — platform, menu, team, automations, care — so we don’t publish a one-size price. After a 20-minute call you get a one-page scope with the package, the platform recommendation and the exact fixed price on it. No hourly billing, no obligation.
How it starts
- 01
Book a 20-minute call
Tell us how your team sells today. You leave the call knowing the package, the platform and the exact fixed price.
- 02
Kick-off & setup
We map your stages, sources and handoffs, then build: pipeline, inbox sync, templates, automations, dashboard. Live in about two weeks.
- 03
Handover & training
A live session with your team, a one-page playbook, and a 30-day check-in. Optional admin retainer if you want us to keep running it.
Let’s put every deal on one board.
20 minutes. One clear scope. No obligation.