Step 04 CRM
CRM Setup for Small Businesses
The system that tracks every lead, quote and job. The platform you already pay for, set up properly, or HubSpot where nothing exists.
At a Glance
- Starter
- $3,000
- Standard
- $7,000
- Full
- From $12,000
- Built In
- 2 to 4 Weeks
Inside Every Build
Four Foundations, In Order
A business this size was never set up with a system. We put one in, each piece on the one before it.
Where we can, we build on a platform whose own support team is already in your monthly bill.
Define Your Org
A name on every job: who answers, quotes, schedules, chases and collects.
Write Down the Rules
Pricing, travel zones and scheduling, out of your head and into the system.
Build the Stack
We choose the platform against your requirements, then build it.
Clean the Data
Every job with a source, a value and a status, in one record.
Week by Week
Four Phases
Two to four weeks. Starter takes two, Standard three, Full four.
- 01Days 1–7
Triage
Stop the active leaks: the Google profile, the wrong number, the dead form.
- 02Weeks 1–2
Your Website, If Added
If you buy the website too, it is built in the same window.
- 03Weeks 2–3
The System of Record
The platform chosen, set up and connected, with review requests running.
- 04Week 4
Handover
Training videos you keep, and docs in plain English.
Three Sizes
Starter, Standard or Full
Three sizes for the CRM alone, priced from your audit.
The Starter Build
$3,000CRM Only. Fixed.
Two weeks. Your industry platform, set up properly.
- Triage in week one
- Your platform set up for your trade
- Your pricing rules built in
- Review requests that send themselves
- A training video and a one‑page playbook
After handover, your platform’s own support team covers the product.
Talk It ThroughThe Standard Build
$7,000CRM Only. Fixed.
Three weeks. Your platform, plus HubSpot where it stops.
- Everything in Starter
- HubSpot's free tier for follow-up and reporting
- Scheduling rules built in
- Follow-ups that run on their own
- Lead source and job cost reports
After handover, your platform’s and HubSpot’s support teams cover the products.
Talk It ThroughThe Full Build
From $12,000CRM Only. The Audit Sets the Number.
Four weeks. A full HubSpot build, for no platform or one you've outgrown.
- Everything in Standard
- Platform chosen with live demos
- HubSpot as your system of record
- The last 90 days of jobs imported and costed
- Training videos and the full playbook
HubSpot supports the product. Our HubSpot Retainer is optional.
Talk It ThroughEach size contains the one below it. Connections and the website are priced on their own lines.
Connections and Custom Software
We Build the Connector
Your phones, forms, quotes, accounting and Google, wired to your CRM.
Where no connector exists, we build one. Ours, so it changes when you do.
A Standard Connection
Your platform to the CRM, phones or accounting. Most businesses need three.
Custom Software
A portal, a two-way sync, or software between two platforms. Quoted fixed, never hourly.
A Typical Start
Website, Standard Build and three connections. $11,750 with Growth or above.
Every platform we connect is on the Integrations page.
After the Build
Who Looks After It From Here
The platform supports the product. A plan is for the work around it, and only if you want it.
Your Platform’s Support
ISN, FieldPulse, Builder Prime and FollowUpBoss have their own success teams, and HubSpot supports HubSpot.
Monthly Plans, Optional
From $299 a month, for the website, visibility, content and operations. Growth, Premier or Operate take $1,000 off a new website.
Hands-On Help: Operate
Workflows, automations and integrations, worked on every month with you, are what the Operate plan is for.
Before You Sign
Common Questions
It depends on where your customers should live. If your industry platform — ISN, FieldPulse, Builder Prime, FollowUpBoss — already holds them and just needs configuring properly, that is Starter: $3,000, two weeks. If the platform holds the job but not the follow-up, Standard puts HubSpot's free tier alongside it: $7,000, three weeks. If there is no industry platform, or you have outgrown it, Full builds HubSpot as the system of record: from $12,000, four weeks. The audit says which before we quote. The website and the connections are their own lines, whichever size you choose.
No. It is its own line: $3,500, or $2,500 with Growth, Premier or Operate, designed and built in the same two weeks as the Build when you buy both. Keeping it separate means a business that already has a site it likes pays for the CRM work only, and nobody pays for a website inside a number that says CRM.
$750 each for a standard connection — your trade platform to the CRM, the phone line, accounting — native or built on Make, Zapier or n8n. A custom one is quoted fixed, from $1,500. None are folded into a Build price, so the page you sign shows every line.
ISN, FieldPulse, Builder Prime and FollowUpBoss come with their own success teams, and we set the handover up so you use them. HubSpot's own support covers the product. For custom help on HubSpot after handover there is the HubSpot Retainer, an optional monthly line, or a fixed custom quote.
Because the audit has already told us how much is missing. Quoting before it exists is guessing; quoting after it is arithmetic. If your business needs more connections or a custom one, that is a line on the same page, quoted the same way — fixed, never hourly.
On Growth, Premier or Operate, $1,000 of a new website is waived, because the plan keeps managing and improving the site after launch. The CRM Build is not discounted: the software is priced for what it takes to build. The waiver is conditional — if the plan ends within six months of handover, it becomes payable.
No, and often you shouldn't. If your trade platform already holds the customer and comes with its own support, that is your CRM and we configure it. HubSpot comes in for what the platform doesn't do, starting free, or as the whole record when there is no industry platform at all.
About four hours in week one, when we get the rules out of your head, and an hour a week after that for approvals. The spare week in the schedule exists because approvals are the real constraint, not the build.
Your platform’s own support covers the product. Our Monthly Plans cover the work around it: the website, your visibility, content and operations, from $299 a month. If you want us hands-on in the CRM every month, with workflows, automations and integrations, that is Operate.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against your three closest competitors.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.