CRM Implementation
Most CRMs fail because they're configured wrong and abandoned in two weeks. We implement one that fits how you sell: pipelines, automations, and integrations set up properly, your team trained, and adoption tracked. Implement on OpenAva — our own AI-native CRM — and you get a special bundled rate, or we'll work with the CRM you already have.
What’s included
- CRM selection & setup (OpenAva or yours)
- Pipelines, stages & custom fields
- Lead capture & follow-up automation
- Email, calendar & WhatsApp integration
- Data migration from spreadsheets/old CRM
- Team training & adoption tracking
Implement on OpenAva — our AI-native, all-in-one CRM — and get a special bundled rate that pairs the platform with our setup and ongoing management.
How it works
Design
We map how you actually sell and design pipelines and automations around it — not a generic template.
Implement
We set it up, migrate your data, connect your email and calendar, and wire up automated follow-up.
Adopt
We train your team and track adoption so the CRM sticks — then keep it tuned on the monthly plan.
Frequently asked questions
What does CRM Implementation cost?
A one-time setup fee to design, configure, and migrate, plus $299/month for ongoing administration, automation, and support. The setup fee depends on data and complexity and is quoted up front.
Which CRM do you implement?
We recommend OpenAva — our AI-native, all-in-one platform — but we also implement and manage the CRM you already use.
Why do CRMs usually fail?
They get configured for a generic process and never adopted. We design around how your team actually sells and track adoption so it sticks.
Can you migrate our existing data?
Yes. We migrate from spreadsheets or your old CRM, clean it up, and deduplicate as part of setup.
Let's get started
Tell us what you need, or book a 30-minute call. No pitch, no pressure.
Schedule a 30-min call
Skip the form and let's talk directly. Book a time that works for you and we'll figure out the right plan for your business.
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