CRM Start: AI-ready Pipedrive or HubSpot rollout
A working CRM in 6 weeks – with data, processes and ready for AI agents.
The problem
Customers, deals and contracts live in Excel and email. A CRM was tried but didn't stick, because it was rolled out without a process or data migration.
Who it's for
Companies with 5–30 CRM users moving off Excel or reviving a CRM that didn't stick.
How it works
- 1
Sales process concept and platform selection (Pipedrive or HubSpot).
- 2
Configuration, data migration, email and ERP integrations.
- 3
Training, 30 days of support and preparation for AI agents (03–08).
What's included
- Process concept and roles (KAM, Hunter, admin)
- Configuration, fields, pipelines, reports
- Data migration and cleanup
- Integrations: email, calendar, ERP
- Training and 30 days of support
Access & control
User roles and permissions are built per job function. Future AI agents get separate technical accounts with limited rights.
Rollout
4–8 weeks
Indicative pricing
Fixed packages: Start from 6,500 EUR, Pro from 12,000 EUR (licences at platform prices).
Prices are indicative and refined by scope.
In the market: what alternatives offer
Experience: 10+ CRM/ERP solutions and 3 fintech companies. The CRM is designed for AI agents from day one.
Fixed-scope packages with clear price and timeline instead of an hourly project.
Included in bundles
Sales bundle
CRM, follow-up, quotes and call notes – the whole sales cycle.
Leasing & fleets
A ready bundle for leasing and rental companies: CRM, quotes, credit risk and contract system integration.
Not sure where to start?
Book a free 30-minute intro call and we'll map which product pays back fastest for you.
Book a consultation