CRM setup
A pipeline that matches how you actually sell, with the data already in it.
GradaxEuropean company
Founded 2014·Built and operated in Europe·2 to 12 weeks
About this service
Most CRM projects fail because the pipeline was copied from a template and nobody's real deals fit it. We start from how your sales actually happen, configure around that, migrate what exists, and train the people who have to use it every day.
Why CRM projects fail
Almost always for the same reason: the pipeline was copied from a template and no real deal fits it. Salespeople then keep working from their inbox, the CRM fills with half-entered records, and within a quarter the reports are wrong in a way nobody trusts but everybody quotes.
So the first two hours are an interview about how a deal actually moves, including the stage nobody puts in the diagram. The configuration follows that, not the other way round.
- Pipeline stages that match how your team already works
- Existing contacts and deals migrated, deduplicated on the way in
- Website and email capture connected, so enquiries stop living in an inbox
- Reports built around the questions you actually ask in meetings
- Training on your own data, not on a demo account
Adoption is the deliverable
A configured CRM nobody uses is a subscription. Adoption comes from the tool matching the work and from the people who have to use it being trained on their own records, which is why training is in every size rather than sold as an add-on.
We are not tied to a vendor and are not paid by one. Where you already have a CRM we configure that one; where you do not, we choose with you and say plainly when the cheaper option is enough.
What you get
Everything below is in the price. Nothing here is an upgrade.
- Pipeline and field configuration
- Data migration from wherever the data lives now
- Website and email capture connected
- Core reports and dashboards
- Training session and documentation
What changes
- A pipeline whose stages mean something to your sales team
- Existing contacts and deals migrated, deduplicated and usable
- Enquiries arriving in the CRM instead of in somebody's inbox
- Reports that answer the questions you actually ask
How it runs
Interview
How a deal really moves, including the stage nobody admits to.
Configure
Pipeline, fields and permissions around that, not around a template.
Migrate
Existing data cleaned and deduplicated on the way in.
Train
The people who will use it daily, on their own data.
Compare the sizes
The standard price for each size. Extras are priced beside it, not hidden behind a call.
| Included | Single pipeline€1,4002 to 3 weeks | Sales and support€2,9004 to 6 weeks | Full deployment€5,8008 to 12 weeks |
|---|---|---|---|
| Pipeline configuration | Included | Included | Included |
| Data migration up to 2,000 records | Included | Included | Included |
| Website form capture | Included | Included | Included |
| Training session | Included | Included | Included |
| Second pipeline for support or delivery | Not included | Included | Included |
| Email integration and templates | Not included | Included | Included |
| Dashboards and reports | Not included | Included | Included |
| Integration with accounting or ERP | Not included | Not included | Included |
| Automated follow-up sequences | Not included | Not included | Included |
| Migration of unlimited records | Not included | Not included | Included |
| Three months of adjustment | Not included | Not included | Included |
| Order | Select | Select | Select |
Add what you need
Choose the size
Add what you need
Your total€2,900
ContinueThe standard price, plus whatever you add. Confirmed in writing before anything starts; nothing is charged until you accept it.
Questions
Which CRM?
The one you have, or one chosen with you if there is none. We are not tied to a vendor and we are not paid by one.
Our data is in spreadsheets and inboxes. Is that a problem?
It is the normal starting point. Cleaning and deduplicating on the way in is part of the migration, not an extra.
Will the team use it?
They use it when it matches how they already work, which is why the interview comes before the configuration.
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One-timeEmail sequence writingThe messages that turn a signup into a customer, written as a sequence.from €490one-time
ScopedReporting dashboardThe numbers you keep asking for, in one place, updating themselves.from €890on scope
Get it scoped
The work is not the same size twice, so it is scoped before it is priced. The scoping call costs nothing.