Custom CRM & Workflow System
Fixed scope price
$12,500
A workflow system built to your own pipelines, field logic and reporting.
Included
- Pipeline stages and field logic modeled on your process
- Contact, deal and task records in one place
- Integration with your existing system of record where practicable
- Owner reporting on the numbers that run the business
- Testing, human code review and a security check before handover
You provide
- Access to current tools and sample records
- One person who owns the process on your side
Next after purchase: a kickoff call scheduled with your engineering lead.