CRM Launch

Average Implementation Time: 4-6 Weeks

Consulting Hours Included: 30 Hours

Out of scope: Third party integrations, Advanced Migration (5k+ Records)

This package includes 30 consulting hours which are used on the items listed below.

Inclusions:

• Workflow Discovery Workshops
• Expert-led Training
• Lead Management
• Website Enquiry Form
• Contact Management
• Sales Pipeline Management
• Email Logging and Sending
• Meeting and Activity Logging
• Connection of your email inbox
• Import of your existing spreadsheets
• Access to a team of monday.com experts 
• Creation of automation recipes for your workflows
• Documentation of the build
• Training of champion user(s)
• Training of team, at different skill levels