Product
01 / 05
Custom CRM & Workflow System
Fixed scope price
$12,500
A workflow system built to your own pipelines, field logic and reporting.
Maintenance and support available at 12 percent of the contract value.
What is included
The build, part by part.
5 parts, defined before work starts. What you provide goes in on the left; the handover comes out on the right.
You provide
- Access to current tools and sample records
- One person who owns the process on your side
The build
05 / 05 parts
- 01Pipeline stages and field logic modeled on your process
- 02Contact, deal and task records in one place
- 03Integration with your existing system of record where practicable
- 04Owner reporting on the numbers that run the business
- 05Testing, human code review and a security check before handover
Out
Handover
Maintenance and support available at 12 percent of the contract value.
Sample, after handover
What it looks like running.
A sample view of the Custom CRM & Workflow System, the way an owner sees it once it is live. Illustrative data, not a client.
Sample data. Names, figures and records are illustrative.
How the build runs
Checkout to handover.
Six stations, in order, from the order email to a system in use.
01
Order
Order confirmation by email
02
Agreement
Services agreement accepted at checkout
03
Kickoff
A kickoff call scheduled with your engineering lead
04
Build
The 5 parts above, built to scope
05
Review
Testing, human code review and a security check before handover
06
Handover
Live. Maintenance and support available at 12 percent of the contract value
The order
One price. Defined scope.
A workflow system built to the firm's own pipelines, field logic, and reporting. A defined build, delivered by a dedicated engineering team.
Secure card checkout opens shortly. Until then, a partner confirms your order by email. No pricing before we hear the scope. A partner replies the same business day.
Handll Intelligence
Order summary
Custom CRM & Workflow System
- Pipeline stages and field logic modeled on your processIncluded
- Contact, deal and task records in one placeIncluded
- Integration with your existing system of record where practicableIncluded
- Owner reporting on the numbers that run the businessIncluded
- Testing, human code review and a security check before handoverIncluded
- Maintenance and support, optional12 percent of the contract value
Fixed scope price
$12,500