A workflow didn't start
Bring the example. We'll diagnose the sequence and fix the trigger.
Specialist Services
Expert CRM help for the projects you've put off
Your system is live. Now it needs to run the way your business actually operates. Starter CRM Setup is $900 one-time.
You shouldn't have to guess which setting broke the process
Reminders went to wrong contacts
Execution guards belong in the build, preventing unexpected messages.
Unused pipeline stages
Adding unused templates makes your system harder to maintain.
A useful build has a reason for every step
CRM structure
Fields, tags and pipeline stages tied to how you sell, with clear next actions.
Booking and follow-up
Configured calendars and automated workflows, including reminders and assignment rules.
Supported connections
APIs, webhooks, and app integrations tested before launch.
Handover and care
Comprehensive documentation and team walkthroughs with optional ongoing support.
New account or existing setup?
Starting fresh
Starter includes pipeline setup, booking calendars, custom fields, two core workflows, testing, and team training. $900.
Already configured
Growth Automation covers up to three scoped workflow builds. Existing accounts can be audited and optimized.
Moving records
Data migration starts at $900. We audit source data, map fields, and verify data integrity post-migration.
First we agree on scope and requirements. Then we build, test and walk you through every configured workflow.
Independent expertise. Clear responsibilities.
CRM Expert Agency is an independent consultancy providing implementation, optimization, and management. Starter and Growth setups are $900 each. Managed CRM is $559/month.
CRM specialist questions
A CRM specialist configures or troubleshoots the platform around your business process. Work may include CRM structure, calendars, automation, integrations and team onboarding.