CRM Implementation

A CRM works best when it reflects how a business actually handles customers. DroadTech configures CRM systems around the business's real process, not around a generic template.

What We Configure

• Contacts
• Leads
• Pipelines
• Stages
• Tasks
• Forms
• Follow-up workflows
• Email and messaging integrations
• Reporting
• Access permissions

How We Approach It

We review the current customer-handling process, the team structure and the information that needs to be tracked. We then configure the CRM to match that process. Where an existing CRM already works, we focus on integration rather than replacing it unnecessarily.

Integration

You get more value from a CRM when it connects to the systems that feed it. We integrate website forms, email, messaging, scheduling and automation workflows so new inquiries enter the CRM and follow-up tasks are created automatically.

When CRM Implementation Makes Sense

• Customer information is scattered across spreadsheets, inboxes and notes
• Follow-up depends on individual memory rather than a system
• The team has grown and needs a shared view of customer status
• Enquiries come from multiple sources and need to be centralized
• Reporting on pipeline and conversion is needed

Pricing / Starting Scope

CRM implementation projects typically start from $2,500. The final scope depends on the number of pipelines, users, forms, integrations and data migration requirements. CRM implementation is not automatically included with website development or automation projects and is scoped separately when your workflow requires it.