Compare CRM starting scopes · United KingdomStart with the workflow your team needs.
Three ways to plan a custom CRM. These are proposed scope options, not off-the-shelf subscriptions. Your written proposal confirms deliverables, users, delivery milestones and acceptance.
Quote preference: GBP. No fixed package price or automatic currency conversion is offered.
Organise the first handoverLead essentials
For teams starting with enquiries and follow-ups.
- Enquiry fields and a shared lead list
- Named owners and agreed sales stages
- Next actions and follow-up dates
- Basic pipeline views
Confirm spreadsheet structure and import separately.
Custom quote in GBP
Discuss lead essentials ↗Coordinate a growing sales teamSales team workflow
For teams that need quotations and clearer handovers.
- Lead essentials starting scope
- Quotation preparation and revision planning
- Team roles and handover rules
- Activity history and agreed team reports
Confirm approval rules, role boundaries and data migration.
Custom quote in GBP
Discuss sales team workflow ↗Plan the systems around the saleConnected operations
For teams connecting sales to an existing operation.
- Sales team workflow starting scope
- Integration and data-mapping discovery
- Operations handover and reporting design
- A phased implementation and acceptance plan
Provider access, third-party fees and integration development are scoped separately.
Custom quote in GBP
Discuss connected operations ↗ Agree the full cost before development.
For every scope, confirm setup and configuration, hosting, licences, taxes, data migration, training, maintenance and ongoing support in the proposal. Support hours, response commitments and post-launch changes are agreed in writing.
WhatsApp, email, payment, accounting and supplier integrations depend on approved provider access and separate charges. No booking engine, messaging credit, subscription, fixed delivery date or 24/7 support is included by this comparison.
No starting scope selected. You can ask the team to help you choose.