CRM Setup & Integration
A fully configured CRM wired to your AI systems. Every call, lead, and booking logged automatically. One dashboard for your entire customer pipeline, set up correctly from day one.
One-time setup: $999
What's included
- Platform selection based on your team size and workflow
- Full CRM configuration with custom fields and pipelines
- Integration with your AI receptionist and automation systems
- Data migration from spreadsheets or legacy tools
- Team training so your staff actually uses the system
- Documented process handoff included
Who this is for
- Growing service businesses moving off spreadsheets
- Teams that have tried a CRM but stopped using it
- Companies adding AI systems and need a clean data foundation
- Owner-operators who want better visibility into their pipeline
Book a free discovery call
We will show you exactly how this would work for your business.