Your CRM should help the team know who to follow up with, what happens next, and how a new customer reaches delivery. We configure the system and connections around that process.
01
Clear stages, required information, ownership and next actions.
Routing, reminders, tasks and workflows around how your team manages opportunities.
Connect a closed sale to onboarding, project tools, scheduling and delivery information.
Views and dashboards based on the available data and the decisions your team needs to make.
01
Clear stages, required information, ownership and next actions.
Routing, reminders, tasks and workflows around how your team manages opportunities.
Connect a closed sale to onboarding, project tools, scheduling and delivery information.
Views and dashboards based on the available data and the decisions your team needs to make.
01
Clear stages, required information, ownership and next actions.
Routing, reminders, tasks and workflows around how your team manages opportunities.
Connect a closed sale to onboarding, project tools, scheduling and delivery information.
Views and dashboards based on the available data and the decisions your team needs to make.
02
Give each inquiry an owner, each conversation a next action and each sale a clear handoff to delivery. We scope those transitions across your CRM and project tools.
CRM implementation and architecture: US$5,000–US$15,000. Connected sales and RevOps systems: US$10,000–US$30,000. Final scope and price are confirmed in your proposal.
02
Give each inquiry an owner, each conversation a next action and each sale a clear handoff to delivery. We scope those transitions across your CRM and project tools.
CRM implementation and architecture: US$5,000–US$15,000. Connected sales and RevOps systems: US$10,000–US$30,000. Final scope and price are confirmed in your proposal.
02
Give each inquiry an owner, each conversation a next action and each sale a clear handoff to delivery. We scope those transitions across your CRM and project tools.
CRM implementation and architecture: US$5,000–US$15,000. Connected sales and RevOps systems: US$10,000–US$30,000. Final scope and price are confirmed in your proposal.
03
Review the process and data.
Build the agreed configuration and connections in phases.
Test the work and walk your team through it.
Migrations include agreed field mapping, records, validation and a changeover plan.
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
03
Review the process and data.
Build the agreed configuration and connections in phases.
Test the work and walk your team through it.
Migrations include agreed field mapping, records, validation and a changeover plan.
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
03
Review the process and data.
Build the agreed configuration and connections in phases.
Test the work and walk your team through it.
Migrations include agreed field mapping, records, validation and a changeover plan.
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
04
The CRM, workflows and integrations included.
Configuration and migration requirements, where applicable.
Testing, documentation, training and rollout responsibilities.
CRM implementation and architecture: US$5,000–US$15,000.
Bounded CRM improvements can enter the Squad when they fit its agreed operational chain, capacity and priorities.
A full implementation, significant migration or broad rollout can require a separate project and resources. A duration beyond one month does not by itself make work a separate project.
04
The CRM, workflows and integrations included.
Configuration and migration requirements, where applicable.
Testing, documentation, training and rollout responsibilities.
CRM implementation and architecture: US$5,000–US$15,000.
Bounded CRM improvements can enter the Squad when they fit its agreed operational chain, capacity and priorities.
A full implementation, significant migration or broad rollout can require a separate project and resources. A duration beyond one month does not by itself make work a separate project.
04
The CRM, workflows and integrations included.
Configuration and migration requirements, where applicable.
Testing, documentation, training and rollout responsibilities.
CRM implementation and architecture: US$5,000–US$15,000.
Bounded CRM improvements can enter the Squad when they fit its agreed operational chain, capacity and priorities.
A full implementation, significant migration or broad rollout can require a separate project and resources. A duration beyond one month does not by itself make work a separate project.
Know what is in scope.
Your proposal identifies the lead, specialists, and responsibilities. Additional scope is agreed in writing before work starts.
What you get
Agreed in your proposal
Scope and responsibilities
Testing and documentation
Delivery plan and handoff
No. 01
Additional scope is agreed in writing before work starts.
Instead
No. 01
Additional scope is agreed in writing before work starts.
Instead
No. 01
Additional scope is agreed in writing before work starts.
Instead
No. 02
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
Instead
No. 02
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
Instead
No. 02
Software subscriptions, hosting and AI/API usage are paid by the client and are separate from Techmark’s service fees.
Instead
No. 03
For AI-assisted workflows, we define where review and approval belong.
Instead
No. 03
For AI-assisted workflows, we define where review and approval belong.
Instead
No. 03
For AI-assisted workflows, we define where review and approval belong.
Instead
Bring your current pipeline and the point where work gets stuck. A bounded CRM improvement can enter the Squad when it fits the agreed scope and capacity. A full implementation or significant migration can require a separate project and rollout plan.
Yes, when the platform and access support the required work. We assess the setup before recommending a rebuild or migration.
Yes, when the platform and access support the required work. We assess the setup before recommending a rebuild or migration.
Yes, when the platform and access support the required work. We assess the setup before recommending a rebuild or migration.
We can scope the required integrations, including how information moves and what happens when a step needs attention.
We can scope the required integrations, including how information moves and what happens when a step needs attention.
We can scope the required integrations, including how information moves and what happens when a step needs attention.
Yes. Bounded CRM workflows and improvements can enter the Squad when they fit the agreed operational chain, capacity and priorities. A complete CRM implementation, significant migration or broad rollout can require a separate project and resources. A longer duration alone does not make the work a separate project.
Yes. Bounded CRM workflows and improvements can enter the Squad when they fit the agreed operational chain, capacity and priorities. A complete CRM implementation, significant migration or broad rollout can require a separate project and resources. A longer duration alone does not make the work a separate project.
Yes. Bounded CRM workflows and improvements can enter the Squad when they fit the agreed operational chain, capacity and priorities. A complete CRM implementation, significant migration or broad rollout can require a separate project and resources. A longer duration alone does not make the work a separate project.