Managed CRM Service: We Set Up and Run Your CRM So You Don't Have To

The typical CRM rollout follows a predictable pattern: a vendor demo convinces you to sign up, someone spends two weekends trying to configure it, the team half-adopts it for a month, and by Q2 it's back to spreadsheets and memory. The problem is not the software — it is that CRM setup and maintenance require ongoing specialist attention that most small business teams simply do not have capacity for.

Our Managed CRM Service removes the implementation burden entirely. A dedicated CRM specialist configures your system to match your actual sales process, migrates your existing data, connects your email and calendar, and builds your first follow-up sequences. Then they maintain it every week so your pipeline data stays clean.

Most CRMs degrade over time. Deals get stuck in the wrong stage. Contact records go stale. Lead sources stop being filled in. Follow-up sequences fail silently. Weekly pipeline hygiene is the difference between a CRM your team trusts and one they work around. Our specialists review every open deal, flag anything that needs attention, fill in missing fields, and send you a Friday summary of what was cleaned.

Setup is a one-time $499 regardless of team size up to 10 users. Ongoing management starts at $299/month for teams of 1-3 and scales to $499/month for teams of 4-10. Most clients see positive ROI within the first 60 days from recovered pipeline alone.