Starter CRM Setup
$900
One account, pipeline, calendar, fields, tags, two basic workflows, testing and handover training.
Selection
CRM for small business, without another job to manage
You need to know who got in touch, what they need and who's following up. You don't necessarily need another complicated tool.
Your customer list isn't the whole picture
A spreadsheet can tell you who someone is. It gets harder when you also need the last conversation, an unanswered estimate, a booking and a next action shared across your team.
The useful part isn't the list. It's opening a record and knowing what to do next. If you're managing a handful of enquiries reliably, you may not need to change anything yet.
- Can everyone find the same contact history?
- Does each enquiry have an owner?
- Can you see which estimates need attention?
- Do reminders stop when someone replies or opts out?
- Can your CRM work with the tools you need to keep?
- Can you export the records you'll need if you leave?
Your options, in plain language
A starting point, not a ranked software test. Check current features and terms with each vendor. We specialize in GoHighLevel implementation. We don't claim to build on every platform below.
| Route to consider | Why consider it? | What to check |
|---|---|---|
| Spreadsheet or simple contact manager | One person handles a small number of enquiries reliably | Whether reminders and shared history are becoming a problem |
| General CRM, such as HubSpot | You want a wider sales and customer-tool ecosystem | Exact tier, setup work, limits and total cost |
| Pipeline-focused tool, such as Pipedrive | Deals and next actions are the main requirement | Required messaging, automation and add-ons |
| Suite option, such as Zoho CRM or Bigin | Connected business tools, or a smaller starting point | Which product fits and how much configuration it needs |
| GoHighLevel with DIY setup | You want CRM, follow-up and booking, and have time to configure it | The build, tests, subscription, usage and maintenance |
| GoHighLevel with CRM Expert Agency | You want someone to scope, configure and maintain the work | Service inclusions plus separate platform and usage costs |
Follow the enquiry — not the feature list
Illustrative example, not a client result. A customer requests an estimate. Their details reach the CRM. The enquiry gets an owner and a pipeline stage. If the estimate stays open, the system can remind its owner. A reply or opt-out stops the sequence.
01
Form arrives
02
Owner assigned
03
Estimate open
04
Reply stops it
What we can set up for you
Growth Automation
$900
Up to three scoped workflows on an already configured account. Both services together are $1,800.
Managed CRM
$559/mo
Around five hours of agreed monitoring, troubleshooting and minor changes, plus a monthly review.
Platform subscriptions, usage, paid connectors, carrier fees and taxes are extra. Websites are quoted separately. Don't replace useful accounting or job software just to simplify a diagram. Check integration options.
Small-business CRM questions
A CRM keeps customer details, conversations, sales opportunities and next actions together. For a service business, that can mean tracking an enquiry through estimate follow-up and booking. It helps most when the team agrees who owns each step.