CRM Setup package
$450.00
CRM setup: Access to a Dedicated CRM Expert (1 Month). Marketing & Sales Assessment. 3x 90-minute CRM Design Sessions.
Implementation Sign-off
Admin & User Training
CRM Set UP
Includes the migration from existing CRM of the following
- Customer/Contacts
- Marketing Collateral
- Email and SMS campaign copy and cadence
- Workflows for existing campaigns
- Update to CRM form fields and menus when working with Franchise development or Real-Estate edition