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CRM Setup Made Simple for Startups

Get your business off the ground with a CRM tailored to your needs. We streamline the setup process, helping you focus on growth while we handle the heavy lifting.

How to Budget for Your CRM Implementation

As a startup, choosing the right CRM can feel overwhelming. From setup costs to ongoing expenses, there’s a lot to consider. That’s why we’ve created a package designed specifically for startups—offering transparency and flexibility to get your CRM up and running quickly without breaking the bank.

Why CRM Matters for Startups?

A CRM is more than just a tool; it’s the foundation for managing customer relationships, tracking sales, and scaling your business efficiently. Whether you’re just starting out or preparing for rapid growth, we’ll help you get set up for success.

CRM implementation can come with hidden challenges, from data migration to unexpected delays. Here’s what to expect and how we ensure a smooth process.

Plan Ahead for a Seamless CRM Implementation

Hidden Costs to Watch Out For

Many businesses overlook the hidden costs of CRM implementation, which can derail your budget and timeline. Here’s what to watch out for:

  • Data Migration: Moving your existing data into the new system can be time-consuming and complex.
  • Customisations: Beyond basic configurations, custom features can increase costs.
  • Ongoing Training: As your team grows, new members may require training.
  • Subscription Costs: CRM platforms charge per user, per month—factor this into your ongoing expenses.


We’re upfront about these costs so you can plan accordingly.

How Long Does It Take?

Most startup CRM implementations are completed within 10-15 business days, depending on your requirements.

However, unexpected delays can occur if:


  • Key information is missing.
  • There are last-minute changes in scope.
  • Data migration complexity increases.


Any delays beyond the agreed timeline will be charged at our standard day rate. We’ll always keep you informed to avoid surprises.

Support When You Need It

Once your CRM is up and running, you may need help fine-tuning it as your business grows. That’s where our ongoing support comes in:

  • Flexible Support Plans: Choose from ad-hoc support or monthly retainers.
  • Fractional CRM Admin Services: Ideal for startups that need CRM expertise without hiring a full-time admin.
  • Optimisation & Advanced Features: As your business evolves, we’ll help you get more out of your CRM.

We implement and optimise the world’s leading automation tools, including:

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What’s Included in Our CRM Startup Package

We know every startup is different, which is why we start with a discovery session to understand your needs. From there, we’ll tailor your CRM setup with:

Comprehensive Discovery Session

We’ll map out your requirements, from essential workflows to key integrations, ensuring your CRM aligns perfectly with your business.


CRM System Setup

Includes user accounts, security roles, and a scalable architecture designed for future growth.


Basic Automation Workflows

Automate repetitive tasks like lead tracking, email follow-ups, and sales pipeline management.


Team Training

Help your team hit the ground running with customised CRM training.


Starting from £5,500

Note: CRM subscription costs and advanced customisations are not included.

Need a Website? We’ve Got You Covered

We’ve partnered with WebHero, a leading web design agency, to offer startups a complete package. Get a CRM and a beautifully designed website that’s optimised for conversions—all under one roof.

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FAQs

Got Questions? We’ve Got Answers.

  • How much does CRM implementation cost?

    Our CRM implementation packages start from £5,500, but the final cost depends on your specific requirements, such as data migration, customizations, and additional training. We’ll provide a detailed quote after an initial consultation.

  • How long does CRM implementation take?

    Most implementations are completed within 10-15 business days, depending on the complexity and scope of the project. Any unexpected delays, such as missing information or complex data migrations, will be discussed with you upfront.

  • What CRM platforms do you support?

    We work with a range of CRM platforms, including Salesforce, HubSpot, Zoho, and more. During the consultation, we’ll recommend the best platform for your business needs.

  • Does the package include the CRM subscription cost?

    No, the CRM subscription fees are separate and will be billed directly by the platform provider. We’ll help you choose the right subscription plan to fit your budget and needs.

  • What happens if we need additional customisations?

    Additional customisations outside the agreed scope will be quoted separately and charged at our standard day rate. We’ll always get your approval before proceeding with any extra work.

  • Do you offer ongoing support after implementation?

    Yes, we provide flexible support options, including ad-hoc support, monthly retainers, and fractional CRM admin services to ensure your CRM evolves with your business.

  • Can you help us train our team on the new CRM?

    Absolutely! We offer optional training sessions to help your team get the most out of the CRM. This can be included in your package or added as an extra service.

  • What if we already have a CRM and need to migrate data?

    We can assist with data migration as part of your implementation. The cost and timeline will depend on the amount and complexity of the data.

  • What should we prepare before starting the implementation?

    To ensure a smooth process, gather your existing data, identify key workflows, and outline your goals for the CRM. We’ll guide you through everything else during the discovery session.

  • What’s included in the CRM startup package?

    Our package includes a discovery session, CRM setup, basic automation workflows, and optional team training. Custom features and ongoing support are available as add-ons.

Ready to Get Started?

Your startup deserves a CRM setup that works as hard as you do. Let’s make it happen.

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