What's included

• Customized CRM Implementation

  Description: A fully implemented and customized CRM system tailored to your business needs. This includes configuration of workflows, custom fields, and integration with existing systems. Format: Web-based CRM platform with user manuals in PDF format. Quantities: One CRM system with up to 10 custom workflows, 50 custom fields, and integration with up to 5 existing tools. Revisions: Up to 3 rounds of revisions for workflows and fields.

• Comprehensive Training Program

  Description: A detailed training program to ensure your team can effectively use the new CRM system. This includes live training sessions, recorded tutorials, and user guides. Format: Live sessions via video conferencing (recorded for future reference), video tutorials, and PDF user guides. Quantities: 5 live training sessions, 10 video tutorials, and 3 PDF user guides. Revisions: Up to 2 additional Q&A live sessions within the first 30 days post-implementation.

• Ongoing Support and Maintenance

  escription: Continuous support and maintenance services to ensure smooth operation of the CRM system. This includes troubleshooting, updates, and minor adjustments as needed. Format: Email and phone support, regular system updates. Quantities: 6 months of support and maintenance. Revisions: Unlimited minor adjustments within the support period.