CRM IMPLEMENTATION
HubSpot, Salesforce, and Pipedrive, implemented by people who’ve actually run sales teams on them. Pricing in public. No “request a quote” theater.
UNIVERSAL PROCESS
No matter which CRM or tier you pick, you get the same disciplined process. Discovery first. Then build. Then train. Then a 30-day warranty.
PHASE 01 · WEEK 1
90-min discovery with key stakeholders, current-state audit, project plan with milestones and acceptance criteria. Slack channel up before week 2.
PHASE 02 · BULK OF TIMELINE
All configuration per tier scope, weekly transparency status (done / pending / blocked), Slack-based async collaboration, and one mid-build review session.
PHASE 03 · FINAL WEEK
Live training sessions sized to your team. Recording delivered with timestamps. Custom SOP document (PDF + Notion). Admin handoff session.
PHASE 04 · 30 DAYS
We don’t disappear at handoff. 30 days of included bug fixes, two 30-min check-in calls, and a final report with adoption metrics and recommended next-step roadmap.
THREE TIERS · PRICED IN PUBLIC
Prices below are HubSpot, our reference platform. Salesforce is ×1.3 and Pipedrive is ×0.75 of these numbers. Same three tiers, same process, same warranty. Half due at kickoff, half at handoff.
WHAT YOU GET:
✓
CRM setup, single pipeline with stage criteria
✓
Lifecycle stages + deal pipeline
✓
3 lead capture forms
✓
5 workflows (up to 5 actions each)
✓
Dashboard starter kit (6 reports)
✓
Data migration up to 15K records
✓
2 training sessions, up to 8 attendees
✓
30-day post-launch warranty
EVERYTHING IN FOUNDATION, PLUS:
✓
Custom properties (up to 40)
✓
Association model with labels
✓
Lead scoring (up to 25 rules)
✓
Lifecycle + conversion reporting
✓
Quote or proposal template build
✓
Up to 3 third-party integrations
✓
Per-rep and per-manager dashboards
EVERYTHING IN REVENUE ENGINE, PLUS:
✓
Multi-object workflows (up to 10)
✓
Custom objects (up to 4)
✓
Document depository or record portal
✓
Billing or invoicing system sync
✓
Revenue attribution + BI-ready reporting
✓
Up to 6 third-party integrations
✓
Role-specific training + 60-day warranty
PLATFORM PRICING
Salesforce sits above HubSpot because the platform is genuinely more complex to configure. Pipedrive sits below because the scope is narrower. Same three tiers across all three. Outbound and Apollo are priced separately (see the outbound page).
FOUNDATION
$5,000
REVENUE ENGINE
$10,000
FULL STACK
$15,000
FOUNDATION
$6,500
REVENUE ENGINE
$13,000
FULL STACK
$19,500
FOUNDATION
$3,750
REVENUE ENGINE
$7,500
FULL STACK
$11,250
FOUNDATION
$4,000
REVENUE ENGINE
$8,000
FULL STACK
$12,000
FOUNDATION
Quoted
REVENUE ENGINE
Quoted
FULL STACK
Quoted
FAQ
We’ll scope incremental migration work on an hourly basis at $250/hr, the same rate our retainers are built on. Most teams fit within the included scope; larger migrations are usually 8–16 additional hours.
We’ll quote you a price inside the price band that matches the actual work. The tiers are a starting framework, not a hard cap.
Yes. The natural next step is a RaaS retainer. Most teams roll directly from a Revenue Engine build into the Advisory or Embedded retainer (see the RaaS Packages page).
Bug fixes on anything we built, plus two 30-min check-in calls. Not new feature work. That’s a separate engagement. The warranty exists to make sure the build sticks.
WANT A QUOTE FOR YOUR SPECIFIC SCOPE?
Book a 30-minute scoping call. We’ll walk through your data, your team, and your goals, then send a written quote inside the price band, plus a project timeline.
Book the scoping call →
