Multi-Tier CRM Packages
Program
Basic
$6,000 - $8,000
- Lead, Account, Contact, Opportunity setup
- 1 sales pipeline
- 2 simple automations
- 2 dashboards
- 2-hour team training session
- 3-4 Weeks
Intermediate
$10,000 - $14,000
- All Basic features +
- Custom fields & page layouts
- Advanced pipeline stages with exit/entry criteria
- Workflow automation (5–7 flows)
- Data migration (from one source)
- Sales engagement tool integration
- 4-6 Weeks
Elite
$18,000 - $25,000
- All Intermediate features +
- Forecasting setup
- Role-based visibility & territory logic
- CPQ or quoting add-on (if needed)
- Full reporting suite
- Enablement onboarding sessions
- Change management support
-6-8 Weeks
$4,000 - $6,000
- HubSpot CRM setup
- Lifecycle stage & pipeline creation
- Lead capture forms
- 2 basic workflows
- 2 sequences
- Dashboard starter kit
- 3-4 Weeks
$7,500 - $10,000
- All Basic features +
- Custom properties & segmentation
- Lifecycle reporting
- Lead scoring
- CRM & Marketing
Hub alignment
- Calendar & meeting link integrations
- 4-6 Weeks
$12,000 - $16,000
- All Intermediate features +
- Multi-object workflows
- Revenue attribution reporting
- Lifecycle automation
- BI-ready reporting infrastructure
- Custom onboarding documentation
- Team training (Sales + Marketing)
-6-8 Weeks
$3,000 - $5,000
- Zoho CRM setup (Leads, Contacts,
Accounts, Deals)
- 1 pipeline + stage mapping
- Custom fields + layouts (basic)
- Workflow rules (3–5)
- Lead assignment rules
- Email + calendar integration
- Dashboard starter pack
- 3-4 Weeks
$6,500 - $9,000
- Everything in Basic + Territory management
- Blueprint process mapping (sales
automation)
- Data import + cleanup (1 file or
source)
- Custom modules (1–2)
- CRM & Campaigns or Books integration
- Lead scoring setup
- 4-6 Weeks
$11,000 - $15,000
- Everything in Intermediate +
- Multi-pipeline setup
- Advanced workflows and functions (Deluge logic)
- Custom modules (up to 4)
- CRM & Zoho Analytics integration
- Complex sales & service automation
- Role-based visibility & security rules
- Multi-team onboarding and training series
-6-8 Weeks
Other CRM Packages
$3,000
- Pipeline & stage configuration
- Custom fields & segmentation
- Basic automations (up to 5)
- Activity tracking & email/calendar sync
- Dashboard & reporting setup
- User roles & permissions
- 1-hour training session
-2-3 Weeks
$3,500
- ICP & persona targeting
- Apollo enrichment filters
- 3–4 outbound sequences (15–20 steps)
- CRM sync (HubSpot, Salesforce, Pipedrive, Zoho)
- Field mapping + sender domains
- Sequence reporting setup
- Team enablement session
-1-2 Weeks
Other Platforms
$2,500 - $15,000
-Requires Scoping Call
- 3-6 Weeks