Three ways to get a CRM
Pick the one that matches where you are. All three start the same way, with a free 15-minute look at how you track customers now. Pricing is on the home page; this page is just what each one actually includes.
The build and install
I design a CRM around your stages and your words, not a template you have to adapt to. Then I install it with you.
- Your stages and your words. If your steps are Quoted, Scheduled, Done, and Invoiced, that's what the buttons say.
- Your customer list imported before we talk about anything else.
- One connection to the tool you already use, so a customer gets entered once, not twice.
- Installed with you in one session, on a call or at your desk. You log a real customer before we hang up.
- It lives in an account in your name. You can export everything, any time.
Between the free look and the install session, I'm building it. Plan on a week or two. The guarantee: if it doesn't end up working for you, you don't pay for it.
Hosted and looked after
You don't have to take this. It's for the business that would rather I keep the CRM running than deal with it themselves.
- Hosted, with a nightly backup.
- Export everything, any time, from the export button or by asking me directly.
- I reply within a business day when something needs changing.
- I keep your one connection working as the tools on either end change.
- Cancel any time. You get a full export first, and the CRM keeps working after: you take over the hosting or move it to a host of your choice.
What this doesn't promise is a specific uptime number. It promises nightly backups, an export button, and a person who answers.
Setup on what you already have
A lot of independent shops pay for a CRM seat and use three things in it. If yours is close, I don't think you need a new one. I set up the one you have around how your shop actually runs.
- Your existing CRM, reconfigured around your real stages instead of the ones it shipped with.
- Your fields renamed into the words your team already uses on the phone.
- One session, on a call or at your desk, same as the full build.
- Your subscription and your account stay exactly as they are. I don't touch the billing relationship.
Same guarantee as the build: if it isn't working by the end of that session, you don't pay for it.
The free look decides it, not this page.
Most people can't tell from a services page whether they need a new CRM or a setup on the old one. Show me how you track customers now, in fifteen minutes, and I'll tell you which of these, if any, actually fits. If none of them would help, I'll say that too.
Fifteen minutes. No card, no pitch.
Show me how you track customers today. I'll tell you honestly which of these would help, and if none of them would, I'll say so.
Book the free 15-minute look