CRM Setup & Integration Packages
We offer flexible, transparent, and scalable packages tailored to fit every stage of your business whether you’re a startup launching your first store or an established brand looking to scale.
| Category | Deliverables |
Starter
|
Growth
|
Premium
|
|---|---|---|---|---|
Supported CRMs |
Platforms (India + Global) |
 Zoho, Freshsales, LeadSquared, Semsto, Kapture, SaleszShark, Solid Performers |
All Starter CRMs + HubSpot, Pipedrive, Monday CRM, ActiveCampaign |
All Growth CRMs + Salesforce, Microsoft Dynamics, SAP Sales Cloud, GoHighLevel |
Setup & Branding |
Account Creation & Branding |
Basic setup + default branding |
Advanced setup with logo, custom fields, branded dashboards |
Full-suite setup, SSO, custom domain, multi-user onboarding |
Pipelines |
Funnel Design |
1 Sales Pipeline |
3 Pipelines (Sales, Leads, Deals) |
5+ Pipelines (Sales, Marketing, Renewal, Support) |
Custom Fields |
Data Capture & Segmentation |
Up to 5 fields |
Up to 20 fields with mapping |
50+ fields + advanced segmentation rules |
Automation Flows |
Lead & Client Journeys |
 Not included |
3 Flows (Lead Capture, Follow-up, Reminder) |
5+ Flows (Nurturing, Cart Recovery, Renewal, Upsell) |
Integrations |
Third-Party Tools |
|
Website forms, Email integration |
Multi-channel (Email, WhatsApp, Landing Pages, Ads, Payment) |
Dashboards & Reports |
Analytics & KPIs |
1 Dashboard (Deals & Contacts) |
Standard dashboards (Pipeline, Sales reports) |
Advanced dashboards (Conversion, Funnel, Team performance) |
User Roles |
Access Control |
Basic roles (Admin, User) |
Standard roles (Sales, Manager, Support) |
Custom roles & restrictions |
Security & Data |
Protection Measures |
SSL login |
Role-based access + 2FA |
Advanced security (Audit logs, Data backup, Compliance) |
Training |
Knowledge Transfer |
1 Hr live walkthrough |
3 Hrs live training + SOP docs |
5 Hrs advanced training + recorded sessions |
Support |
Post-Setup Assistance |
3 Days chat support |
7 Days email + chat support |
30 Days full support + dedicated manager |
₹15,000
|
₹30,000
|
₹55,000
|
Add-Ons which are Applicable
Extra Pipelines/Workflows
Price: ₹3,000 each
Details:
Additional sales/lead/service pipelines beyond plan quota
Advanced Automation Setup
Price: ₹10,000
Details:
AI-driven lead scoring, complex journeys
WhatsApp Business Integration
Price: ₹12,000
Details:
API setup, automated templates, opt-in journeys
Payment Gateway Integration
Price: ₹8,000
Details:
Razorpay/Stripe integration with CRM
Landing Page + CRM Sync
Price: ₹15,000
Details:
Custom landing page with direct lead push to CRM
Dedicated Success Manager
Price: ₹20,000/mo
Details:
Weekly review calls, quarterly strategy sessions
Important Notes
Scope of Work
- Packages include CRM setup & configuration only. Business strategy consulting is not included.
Customization
- Any requirement beyond listed features will be billed as add-on.
Ownership
- CRM license/subscription costs are to be borne by client.
Timelines
- Average setup completion: Starter – 5 days
- Average setup completion: Growth – 10 days
- Average setup completion: Pro – 15 days (post inputs)
Support Policy
- Support limited to technical setup. Business training or sales coaching is separate.
Ownership
- Final deliverables (designs, store setup) are transferred only after full payment is cleared.
Revisions
- Minor tweaks are included. Major redesigns or new concepts will be billed as extra.
Timelines
- Delivery timeline starts once complete inputs are received from the client. Delays in client feedback will extend timelines.
Data Security
- Client is responsible for CRM’s internal data security & compliance.
Revisions
- Minor adjustments included. Major changes post-finalization will be chargeable.