Service
CRM Optimization
Transform your CRM from a data graveyard into a revenue engine. Clean data, automated workflows, actionable insights — your sales team will actually want to use it.
What you get
Deliverables
CRM health audit and data quality assessment
Data cleanup: deduplication, enrichment, standardization
Custom pipeline stages and sales workflows
Automated lead scoring and assignment
Email, calendar and communication integration
Sales dashboards and pipeline visibility
Reporting automation for forecasts and KPIs
Team training and adoption support
3 months of post-optimization support
Our process
01
01 Audit
Analyze your current CRM setup, data quality, team usage patterns, and identify quick wins.
02
02 Clean
Deduplicate, enrich and standardize your data. Remove what's broken, fix what's incomplete.
03
03 Configure
Customize pipelines, fields, workflows and automation rules to match your sales process.
04
04 Integrate
Connect CRM to email, calendar, marketing, accounting and other tools for seamless data flow.
05
05 Train
Hands-on training for your team. Simple, practical, focused on what they actually need day-to-day.
06
06 Support
3 months of post-launch support. We monitor adoption, answer questions, keep optimizing.
Pricing
Investment
Fixed-price packages. Everything included — audit, cleanup, configuration, integration, training and 3 months of support.
Starter
75,000 SEK
Single team or pipeline
- CRM health audit
- Data cleanup & dedup
- Pipeline configuration
- Basic automation
- 1 day training
Suite
135,000 SEK
Multi-team sales org
- Full data cleanup
- Custom workflows
- Email + calendar sync
- Lead scoring & routing
- Sales dashboards
- 2 days training
Enterprise
200,000 SEK
Full sales organization
- Enterprise data migration
- Multi-system integration
- Advanced automation
- Full reporting suite
- Forecasting engine
- 3 days training
- 6 months support
50% at kickoff, 50% at delivery. International bank transfer. All prices exclude VAT.
FAQ
Which CRM platforms do you work with?
We work with all major platforms: Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365, Odoo CRM, and custom-built systems. We also recommend the best platform if you don't have one yet.
How long does a CRM optimization take?
A standard optimization takes 3–6 weeks. Data cleanup and migration may add 1–2 weeks depending on volume.
Will my team actually use the CRM after optimization?
Yes — that's the whole point. We simplify the interface, automate data entry, and configure the CRM to match how your team actually sells. Adoption typically goes from 30% to 90%+.
What if I have bad data in my CRM?
We include data cleanup in every project. Duplicates are merged, incomplete records are flagged, and we set up validation rules to keep data clean going forward.
Can you integrate my CRM with other tools?
Yes. We connect CRM to email, calendar, accounting, marketing tools, and any other systems you use. No manual data entry between systems.
Next step
Ready to Make Your CRM Work for You?
Book a free 20-minute call. We'll audit your CRM and identify quick wins.