CRM SETUP

A Customer Relationship Management software a.k.a. CRM software is an effective tool for managing your current as well as potential clients. It is a smart process that enhances the productivity of your business. All the call logs, calendar activities, spreadsheets and data entries, everything is present at one place in a systematic order.

What We Do

While a majority of you are aware of the benefits of a CRM system, you don’t have one installed for your company. The major reason being the issues that you face while installation and initial setup of the software. Many of you do not use such software because your employees are not comfortable with the new technologies available. You stick to your old methods of data management because you do not have adequate information on how to use CRM systems. Apart from all the technical problems, finding the right CRM software for the business is a hectic task.

We are aware of all the problems you face with CRM systems. Our experts can answer all your queries regarding the same. We have worked with more than 50 CRM software in the past. We can assist you with Hubspot, Zoho, Salesforce, Infusionsoft, Microsoft Dynamics, Insightly, odoo, bitrix24, Sugar, suite, Vtiger, SAP, APPTIVO, Act and many more.

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Account Creation

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Basic Settings

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Advance Settings

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Pipeline Set up

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Train your team via recorded video

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Data transfer

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24/7 Support

7

Our Process

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Identification

Our experts will give you a call to understand your business

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Suggest suitable CRM

After understanding your business, we will suggest you the right CRM for your business.

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Provide Quote

We provide the quote depending on the kind of software and set up models.

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Create your account and Customize Basic Settings

After getting confirmation from our client, we create an account on particular CRM and customize basic settings.

Bonus Services

Millionify not only helps you with CRM but also provides you with the following services

Project Management

Team Collaboration

ERP solutions

Video tutorial on CRM for team members



Accounts

Free Trial

Projects

SSL

BASIC

$100


~ 7 Days Delivery ~

~ Unlimited Revisions ~ 

Account Creation

Basic Settings



STANDARD

$200


~ 7 Days Delivery ~

~ Unlimited Revisions ~

Account Setup

Advanced Settings

Pipeline Setup


PREMIUM

$500


~ 7 Days Delivery ~

~ Unlimited Revisions ~

All CRM Settings

Training your team via recorded video

Data Transfer

Support

LET’S GET STARTED!

Let’s get onto a call, understand your business requirements and get you started on your success journey!

Let’s Get Started

Millionify will solve all your problems. Our CRM experts have worked with different kinds of CRM setups and can assist you with almost everything.

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