CRM SETUP & INTEGRATION
A CRM that actually works for your business
Stop losing leads in spreadsheets. We design, configure, and integrate a CRM system built around your workflows — so your team can follow up faster, close more deals, and never let a contact slip through the cracks.
4 Plans
From Starter to Full Setup
100%
Tailored to Your Workflow
1-on-1
Requirement Sessions Included
$300
Onboarding with a US Specialist
Sound familiar?
Your leads deserve a better system
You're managing leads and follow-ups in spreadsheets or sticky notes
Leads fall through the cracks because there's no follow-up system
Your team doesn't have a consistent process for handling new inquiries
Invoices and estimates are done manually with no automation
You bought a CRM but it was never properly set up or used
You have no visibility into your pipeline or where deals stand
TeamFicient configures a CRM built around your business — so nothing slips through the cracks and your team knows exactly what to do next.
Included in Every Plan
A solid foundation, no matter your tier
Every CRM setup includes the following — before we even get to plan-specific features.
CRM design & customization
Built around your specific workflows, not a generic template
CRM integration of existing forms
Connect your current lead capture forms to the CRM
Estimates & invoices setup
Configured and ready to send from day one
Requirements gathering (1 hr)
Deep-dive session to understand your business needs
Halfway check-in meeting
Review progress and adjust before final delivery
Final delivery meeting (1 hr)
Walkthrough, sign-off, and next steps
Pricing
Choose your plan
One-time setup fee — CRM subscription managed separately through your provider.
Basic
Essential CRM setup for small teams getting started.
- 3 online forms
- Basic booking page
- Web chat implementation
- Basic payment gateway
- 1 hr systems training
$800 one-time
Silver
Enhanced setup with chatbot and data entry for growing operations.
- 8 online forms
- Advanced booking page
- Web chat + website chatbot
- Manual data entry (100 entries)
- Advanced payment gateway
- 2 hrs systems training
$1,800 one-time
Gold
Advanced CRM with transaction encoding for active businesses.
- 10 online forms
- Advanced booking page
- Web chat + website chatbot
- Manual data entry (100 entries)
- Advanced payment gateway
- 50 invoice transactions
- 50 estimate transactions
- 3 hrs systems training
$2,800 one-time
Platinum
Complete CRM solution with leads, campaigns, and maximum capacity.
- 20 online forms
- Advanced booking page
- Web chat + website chatbot
- Manual data entry (100 entries)
- Advanced payment gateway
- 70 invoice transactions
- 70 estimate transactions
- 300 leads w/ email
- Campaign setup (2 templates)
- 4 hrs systems training
$3,800 one-time
Add-Ons
Enhance your setup
Stack additional services on top of any plan. Each is a one-time fee.
Call Management Setup
On-hold music, number routing, call recording setup, and more.
$500 one-time
5 hrs — Head of Bookkeeping
Deep-dive session with our Head of Bookkeeping specialist.
$380 one-time
5 hrs — Business Specialist
Strategic session with a Business Specialist / Entrepreneur.
$380 one-time
Extra CRM / CS Training
Additional CRM or customer service training hours.
$25 /hr
The process
From requirements to launch in 4 steps
Requirements
We sit down with you to map out your workflows, lead sources, pipeline stages, and what you need the CRM to do from day one.
Build
Our team configures your CRM — forms, automations, pipelines, payment gateway, and all integrations — around your exact requirements.
Review
Halfway check-in to review progress, catch anything we missed, and make adjustments before the final build.
Train & Launch
Final delivery meeting where we walk your team through the system, answer questions, and hand it over ready to use.
Important Notes
- Onboarding Fee: A one-time fee of $300 is required for all new customers (includes 1 hr with a US-based specialist).
- Subscription: CRM is subscription-based; Teamficient fees cover customization, design, and integration only.
- Phone Software: Costs for phone software are shouldered by the client.
- Data Formatting: Transactions must be provided in Excel/CSV templates — extra encoding charges apply otherwise.
WHAT TO EXPECT
Frequently Asked Questions
We primarily set up GoHighLevel, which is a powerful all-in-one CRM, marketing, and communication platform. Ask about other platforms during your consultation.
Typically 2–4 weeks depending on the plan and complexity. Basic setups are faster; Platinum plans with full data entry and campaigns take longer.
No. Our fee covers the setup, design, and integration. The CRM subscription is managed separately through your provider (e.g., GoHighLevel).
We can migrate your existing data as part of the setup. Data must be provided in Excel or CSV format — additional encoding fees may apply for large datasets.
We offer extra CRM/CS training hours as an add-on. For ongoing management, a dedicated VA with CRM experience can be hired through our standard hiring plans.
It covers a 1-hour session with a U.S.-based specialist to kick off your project, review requirements, and ensure you're set up for success from the start. It's required for all new customers.