Custom CRM Build-Out (With Training)

Streamline Your Sales Process with a Custom HubSpot CRM Setup

🚀 Optimize, automate, and scale your sales with a fully customized HubSpot CRM built for your business.

What’s Included in the Initial Build-Out:

✅ Lead & Contact Integration

• Auto-sync leads from website, social media, and other platforms directly into HubSpot.
• Real-time updates ensure no lead is lost.

✅ Custom Online Phone Number

• Set up a dedicated online number accessible via computer & mobile.
• Call recording & tracking for better insights.

✅ Interaction Tracking

• Log emails, calls, meetings, and notes for a complete client history.
• Seamless follow-ups with auto-reminders & engagement tracking.

✅ Owner Dashboard & Team Insights

• Bird’s-eye view of team activities, deal flow, and customer interactions.
• Monitor performance with real-time analytics.

✅ Custom Pipelines & Automation

• Tailored sales pipelines to match your business process.
• Automate repetitive tasks (e.g., follow-ups, reminders, deal stage updates).

✅ Comprehensive Deal Flow Management

• Auto-capture & organize deals from all sales channels in one place.
• Prioritize opportunities and increase close rates.

✅ Additional Features (Varies by HubSpot Plan):

• Task & Activity Management – Assign tasks and track completion.
• Document Storage – Keep proposals, contracts, and files in one system.
• Advanced Reporting & Analytics – Monitor sales performance in real-time.
• Google Workspace & Microsoft 365 Integration – Sync emails & calendars.
• Marketing & Sales Automation – Auto-send emails, nurture leads, and streamline workflows.

Team Size Pricing Tiers:

📌 1-5 Employees – Perfect for small teams getting started with HubSpot.
📌 6-10 Employees – Ideal for growing teams needing advanced tracking.
📌 11-15 Employees – Designed for mid-sized teams managing multiple pipelines.
📌 16-20 Employees – Built for larger teams handling high sales volume.
📌 21+ Employees – Contact us for a custom estimate.

🔹 Add-On: Monthly Training & Optimization Package

Stay ahead with ongoing HubSpot training, feature upgrades, and CRM optimization!

✔ One-Day Initial Training – Full walk-through & hands-on training for your team.
✔ Monthly Enhancements – We add new automations, features, and adjustments as needed.
✔ Advanced Strategy Training – Learn how to maximize HubSpot’s latest tools.
✔ Ongoing Support – Get answers, troubleshooting, and best practices each month.
✔ Flexible Re-Subscription – Renew monthly as needed.

Why Choose This Package?

✅ All-in-One CRM Solution – Custom-built to match your business.
✅ Fully Automated Sales Pipeline – Save time & close deals faster.
✅ Comprehensive Lead Tracking – Never lose a prospect again.
✅ Scalable Growth – Adjust as your team and business expand.

📩 Let’s build your HubSpot CRM for success—get started today! 🚀