Just Don’t Have a Website. Build a Business.
Your website is a powerful asset, but is it working as hard as it could be? A beautiful site brings in visitors, but a smart site turns those visitors into loyal customers.
Most websites are a static display. We can transform your site into an automated sales and marketing engine by seamlessly integrating a powerful, easy-to-use Customer Relationship Management (CRM) system.
No more spreadsheets. No more missed follow-ups. Just a clear, automated path from visitor to customer.
Why a CRM Is Essential for Your Business
A CRM (Customer Relationship Management) system is essential for your business because it serves as the core system for managing all customer and lead interactions.
1. It Centralizes All Your Data
A CRM acts as a single source of truth for all your client information. Instead of relying on scattered spreadsheets, notes, or individual memory, a CRM stores everything in one place. This includes:
- Contact details for leads, clients, and partners.
- A complete history of every conversation, including emails and call logs.
- Client-specific information like past purchases, service history, and preferences.
This centralization ensures that everyone on your team is on the same page and that no important details are ever lost.
2. It Streamlines Your Sales Process
A CRM is the most powerful tool for managing a sales pipeline. It provides a visual dashboard of every lead’s journey, from initial contact to a closed deal. This allows you to:
- Track the status of every single opportunity.
- Set automated reminders for follow-up tasks.
- Forecast future revenue based on the deals in your pipeline.
This leads to a more efficient, predictable sales process and helps you close more deals.
3. It Improves Customer Service
When a customer calls with a question or a problem, your support team can instantly pull up their entire history. They can see what was purchased, what was previously discussed, and any past issues. This allows for:
- Increased customer satisfaction and loyalty
- Faster, more personalized, and more effective problem-solving
Proactive support, as you can see potential issues before they become major problems.
4. It Provides Valuable Business Insights
A CRM is full of data that helps you make smarter business decisions. It provides robust reporting and analytics that can help you understand:
- Which of your marketing efforts are generating the most valuable leads.
- The average time it takes to close a deal.
- Your customer retention rates and which clients are at risk of leaving.
These insights allow you to focus your resources on what’s working and continuously improve your business strategy.
Your CRM System for Business Growth
Package 1: The Starter CRM
Investment: Starting at $495
Best for: Solopreneurs or very small teams who need a central place to store and organize their contacts and track basic interactions. This is about replacing spreadsheets with a professional system.
Includes:
- Account Setup: I will create and configure your CRM account with your business information.
- Contact & Company Import: I will import your existing contacts (up to 1,000) from a spreadsheet and organize them into the CRM.
- Website Form Integration: I will connect your website’s primary contact form directly to the CRM to automatically capture new leads.
- Basic Customization: I will set up a few key custom fields relevant to your business (e.g., “Lead Source,” “Primary Interest,” etc.).
- CRM Walkthrough: A 30-minute live session to show you how to add, edit, and find contacts within the system.
Package 2: The Growth CRM
Investment: Starting at $1,250
Best for: Businesses with a small sales team or a clear sales process that they want to track and manage. This package turns the CRM into an active tool for closing deals.
Includes:
- Everything in the “The Starter CRM Package” PLUS:
- Custom Sales Pipeline Setup: I will design and configure a visual sales pipeline that reflects your unique sales stages (e.g., “New Lead,” “Proposal Sent,” “Negotiation,” “Closed Won”).
- Automated Lead Routing: I’ll set up rules to automatically assign new leads from your website to the correct sales team member.
- Task & Activity Automation: I’ll create automated reminders for your team to follow up with leads and schedule activities based on where a lead is in the pipeline.
- Dashboard & Reporting: I’ll build a basic sales dashboard to track key metrics like total deals in the pipeline, conversion rates, and deal velocity.
- Team Training: A 90-minute live training session to onboard your team and show them how to move deals through the pipeline.
Package 3: The Enterprise CRM
Investment: Custom Quote
Best for: Companies that want a single source of truth for all customer data, from initial contact to service and support. This package is about creating a unified, powerful system.
Includes:
- Everything in the “The Growth CRM” Package, PLUS:
- Advanced Lead Scoring: I will implement a system to automatically score leads based on their activity and demographic information, helping your team prioritize.
- Full Customization: I’ll create unlimited custom fields, views, and dashboards to perfectly match your business processes and reporting needs.
- Service & Ticketing System: I will set up a support ticket system, allowing customer service requests from your website to be automatically logged and managed in the CRM.
- App & Tool Integration: I’ll connect the CRM with two other crucial business applications (e.g., accounting software like QuickBooks, a proposal tool like PandaDoc, or a project management tool like Asana).
- On-Demand Support: 30 days of post-launch support via email and a dedicated communication channel to ensure a smooth transition.
Important Notes:
Ongoing Management: These packages do not include ongoing CRM administration or maintenance. We can discuss a separate retainer for that service if needed.
Software Costs: This is a one-time fee for my professional services. It does not include the monthly or annual subscription fees for the CRM software itself. I will recommend platforms that best fit your budget.
Data Migration: The listed pricing includes a basic data import. Larger, more complex data migration projects will be quoted separately.
Ready to turn your website into a revenue-generating asset?
Let’s talk about which solution is right for you.