CRM implementation services: one home for every lead instead of email, DMs and a notebook.
CRM implementation means setting up one system where every contact and lead lives, then connecting it to where leads actually come from: your booking software, email, website form and social messages. We build it, import your contacts, set up a pipeline for your outreach and add the automations that make sure no lead slips. From $1,500, first version live within days.
From $1,500, one-timeFirst version live within daysWorks with Bigin, Zoho, HubSpot, GoHighLevel and more
What the build includes
- The CRM, chosen for you, not sold to you. Bigin or Zoho for most small businesses, HubSpot or GoHighLevel when the case is there. We pick the cheapest one that does the job.
- Every contact imported. From your booking tool, your email, your phone, your spreadsheets and your social leads. Cleaned and de-duplicated.
- A pipeline that matches how you sell. Stages for outreach, events, quotes, whatever your business actually does, named in your words.
- Your website form feeding it. New inquiries land in the CRM as leads the moment they're sent, with a task attached.
- Leads from social in seconds. A quick way to drop a Facebook, Instagram or LinkedIn conversation into the system from your phone.
- Follow-up automations. Every new lead gets a follow-up task and a reminder, so nothing sits unanswered for a week.
- A short training session and a plain-English playbook, so your team uses it after we leave.
What it costs
| Item | Price | Notes |
|---|---|---|
| Full CRM build | From $1,500 one-time | Everything above, live within days of getting logins |
| Care plan | $200 a month, optional | Changes, monitoring, a monthly review. Starts two weeks after kickoff, cancel anytime |
| The CRM software itself | Often free to about $15 per user a month | Paid by you to the vendor; we tell you the real number before you commit |
How it runs
- Recap call. We agree in writing what the system needs to do before anything is set up.
- Logins in, first version out. Give us access to the tools and the first working version is live within days.
- Contacts, pipeline, automations. Built in that order, checked with you at each step.
- Training and handoff. A session with whoever uses it, and the playbook stays with you.
Who it's for
Owners whose leads live in three inboxes and a notebook. Wellness studios, clinics, salons, contractors, small agencies, anyone who does outreach or runs events. If the follow-up side is the bigger problem, pair this with AI automation. If you've been looking for a CRM consultant rather than a software seller, that is the role we play: CRM integration services for the tools you already use, a Zoho CRM consultant when Bigin or Zoho fits, a GoHighLevel consultant when you want the all-in-one, and a CRM implementation consultant who stays through the first thirty days.
Questions we get before the call
What does CRM implementation cost for a small business?
With us, from $1,500 one-time for the full build: CRM set up, contacts imported, pipeline, website form connected, social lead capture and follow-up automations. The software itself is paid to the vendor and is often free or under $15 a user a month. Ongoing care is optional at $200 a month.
Which CRM do you recommend?
For most small businesses, Bigin (by Zoho) or Zoho CRM: cheap, simple, and they connect to the tools you already have. HubSpot or GoHighLevel when you need marketing automation or a phone system built in. We choose on the call based on what you actually do.
How long does CRM setup take?
The first working version is live within days of getting your logins. Imports, pipeline and automations are finished over the following week or two, checked with you at each step.
Will my team actually use it?
That is the real risk with any CRM, so the build ends with a training session and a one-page playbook, and the automations create the tasks so the habit forms on its own. The monthly review catches it if usage drops.
Can you connect it to my booking software and website?
Yes. Booking tools like Vagaro, Square, Calendly and Acuity, your website's contact form, and your email all feed the CRM. If a tool genuinely can't connect, we say so before you pay.
Based in Woodside, Queens. We work with businesses across New York City and Long Island in person, and with businesses anywhere in the United States remotely.
Fifteen minutes, your numbers, then you decide.
One call. We look at how you actually run, tell you what we'd do first and what it costs. No deck, no pressure.
Prefer email? Request the free site scan and we reply with a written report within 24 hours.
- Your baseline goes in writing before anything gets built
- A price agreed before work starts, no retainer to begin
- The same numbers counted again at 30 days