Database/CRM Import & Setup ($250 - $750)

$0.00

Getting into a new CRM doesn't have to be painful. We import your database, review it for accuracy, and build the foundation you need to start strong.

Import your database into the CRM
Review import to ensure completeness and accuracy
Set up tags (Including DTD2)
Set up a quarterly touch plan for clients, vendors, and advocates
Set up auto-plans for incoming leads

Getting into a new CRM doesn't have to be painful. We import your database, review it for accuracy, and build the foundation you need to start strong.

Import your database into the CRM
Review import to ensure completeness and accuracy
Set up tags (Including DTD2)
Set up a quarterly touch plan for clients, vendors, and advocates
Set up auto-plans for incoming leads