Fields with a purpose
Give the sales process a usable structure before adding more automation.
CRM setup and implementation
Give your sales team a pipeline they can use.
Bring customer records, pipeline stages and follow-up responsibilities into one usable system. Data import and team onboarding help make the setup part of everyday sales work.
See the deliverables, total price and estimated delivery below.
Start today with
CAD 340
CAD 340
Total costCAD 1,70020% upfront: CAD 340 · After approval: CAD 1,360
Estimated delivery5-10 business days; after brief, access and approvals
Your first milestoneUnderstand the pipelineA useful review point before the next stage
Build around the sales conversation
Clear lead ownership
We start with the stages a customer actually moves through. Then we define what needs to be recorded, who owns it and what should happen next.
Practical team handover
A practical handover helps the team use the agreed fields, stages and follow-up rules.
In our clients’ words.
“Will do business again and again with ICM Technologies.”
“An excellent value at an excellent rate.”
“I believe the website speaks volumes as to the quality of work ICM can produce.”
WHAT YOU RECEIVE
Your CRM setup and implementation project, clearly defined.
Sales and service teams who need consistent follow-up and trustworthy pipeline information.
Pipeline design
The brief defines the exact pipeline design required for crm setup and implementation. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Fields and contact import
The brief defines the exact fields and contact import required for crm setup and implementation. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Team onboarding
The brief defines the exact team onboarding required for crm setup and implementation. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Scope and requirements
One defined process and agreed record count; complex integrations are separate.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Understand the pipeline
Review stages, users, data sources and the current follow-up gaps.
Configure a usable structure
Build fields, views, routing and reports against that process.
Import and test carefully
Validate samples, duplicates, permissions and automation triggers.
Put the team in control
Provide a focused walkthrough and the agreed administration notes.
What is included?
Includes Pipeline design, Fields and contact import and Team onboarding. One defined process and agreed record count; complex integrations are separate.
Is historical data migration included?
Only the datasets and volumes listed in your scope. We inspect source exports before committing to a migration.
Can it connect to our website and email tools?
We check available connectors, permissions and subscription requirements, then list the approved connections.
Will you run our sales team?
The service implements the system. Lead handling, staffing and sales execution remain with your business unless separately contracted.
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YOUR NEXT LEAP STARTS HERE
Ready to put CRM setup and implementation to work?
Your package includes a defined scope and delivery schedule. Share your brief to get started.