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CRM Setup. A CRM your team actually works in.

CRM Setup gets your CRM (the software where your team keeps customers, deals and every conversation with them) set up properly, once, so your team actually works in it. We build on HubSpot most often, and also on Salesforce and other CRMs. You pick one of four sizes, from a review of what you have today to a full move from your old system, and you buy it at a fixed price quoted in writing.

from $2,500Owners and sales leaders whose team keeps customers and deals in spreadsheets, inboxes or a CRM nobody trusts.

Tell us what is going wrong See what is in the box

You might be saying

“We pay for HubSpot and half the team still works in spreadsheets.”
“I can't tell which deals are real without asking each rep.”
“We are about to buy a CRM and I do not want to set it up wrong.”

What is in the box

4 sizes. Pick the one that fits.

Review and fix list

HubSpot and CRM audit

$2,500fixed, 2 weeks

You already have a CRM and want to know what is wrong with it before you spend money fixing it.

A review of every object, meaning each type of record you keep, such as contacts, companies and deals
A review of every workflow, the automatic steps your CRM runs for you
A review of every report and of each tool you use in the CRM
A fix list ranked in order, so you know what to do first
The effort written next to each item on the list

Start with this

New Hub setup

HubSpot onboarding

$2,500from, 2 to 4 weeks

You have just bought a Hub (HubSpot sells its software in parts called Hubs, such as Sales Hub or Marketing Hub) and want it set up properly from day one.

Users added, so each person has their own login
Pipelines set up. A pipeline is the list of stages a deal moves through, from first conversation to signed
Properties set up. A property is a field on a record, such as industry or deal size
Email connected and tracking turned on
The first reports

Start with this

Your process built in

HubSpot implementation

$4,500from, 4 to 6 weeks

You want the CRM to follow the way your company actually sells, not only the default settings.

Everything in HubSpot onboarding
Lifecycle stages. A lifecycle stage is the label that says where a person stands with you: new lead, ready for sales, customer
Routing, so each new lead goes to the right person
Automation for the repeat steps, and dashboards that show the numbers on one screen
Training for your team

Start with this

Move to HubSpot

Migration to HubSpot

$6,000from, 4 to 8 weeks

Your customer data lives in an old CRM or in spreadsheets and you want it in HubSpot without losing the past.

Your records moved from your old CRM or spreadsheets into HubSpot
History kept with each record
Associations kept. An association is the link between records, such as which contact belongs to which company and which deal

Start with this

Add to any size

Marketing Hub setup · Add it when marketing will send email and run campaigns from HubSpot and you want to see which campaigns bring in leads.from $4,000
Help desk setup · Add it when customers send support requests and you want them tracked as tickets, with SLAs (agreed response times), a knowledge base and feedback surveys.from $4,000
Website migration to HubSpot CMS · Add it when you want your website to live in HubSpot too, with redirects, forms and tracking carried over.from $6,000

A fixed price, in writing

The prices here are starting points. You get one number in writing before any work starts.

30% waits for your test

Before kickoff we agree what done looks like. That part of the fee is due only when your test passes.

Yours to keep

Everything we build is in your accounts, with documentation your own team can run.

What you can point at when it is done

One place where your team keeps customers and deals, set up the way the tier you chose describes
A written record of what was built or found, in your own account and yours to keep
Your own acceptance test, passed, before the last part of the fee is due

What this does not cover

Software licenses. Licenses for HubSpot or your other CRM are not in the price shown; they are billed to you at cost.
The add-ons. Marketing Hub setup, help desk setup and a website move are separate items you choose to add.
The work of fixing what an audit finds. The audit gives you the ranked list; the fixes are quoted on their own.

How you buy it

Four steps, the same every time.

1Free auditBook a free 30-minute audit on the [contact page](/contact/). We look at what you have today and tell you which size fits, or whether you need this at all.
2Fixed quote in writingYou get one price and a written list of what is in the box. Nothing starts until you have agreed to it.
3BuildWe do the work in your own account, on tools you already own.
4HandoverYou run your own acceptance test. 30% of the fee is held until that test passes, and everything built is yours to keep.

The detail, if you want it

The services behind this product, and a case study from the work.

How pricing works

HubSpot Services

Onboarding, implementation and migration, portal audits, and marketing, sales and help desk setup. Done so the numbers in HubSpot are the numbers leadership sees.

Learn more

RevOps

83%annual spend cut

Cut one platform's spend 83% and got five times the coverage

Read the case

Questions about this product

We use Salesforce, not HubSpot. Can you still help?

Yes. We build on HubSpot most often, and also on Salesforce and other CRMs. The audit covers any CRM. Tell us what you use in the free audit and the written quote will say exactly what is covered.

Which size should I pick?

If you already have a CRM and it is not working, start with the audit. If you have just bought a Hub, pick onboarding, or implementation if you want your own sales process built in. If your data sits in another system or in spreadsheets, pick migration. The free audit will confirm it.

How does payment work?

The price is fixed and written down before work starts. 30% of the fee is held until your own acceptance test passes. Software licenses and any AI model spend are billed to you at cost.