Basic CRM Setup Plan

Basic CRM Setup Plan

📊 The Basic CRM Setup Plan by Global Overline® LLC provides essential CRM implementation services including system configuration, data migration, and user training - perfect for small businesses implementing their first CRM or transitioning to a more structured customer management system.

• ✅ CRM Platform Recommendation
• ✅ Standard System Configuration
• ✅ Up to 5 Custom Fields
• ✅ Basic User Roles Setup
• ✅ Data Import (1,000 Records)
• ✅ 2 Hours of User Training
• ✅ Basic Workflow Configuration
• ✅ Standard Report Templates
• ✅ Email Integration Setup
• ✅ Mobile Access Configuration
• ✅ 30-Day Post-Implementation Support
• ✅ CRM Best Practices Guide
• ✅ Basic Dashboard Setup
• ✅ Data Import Assistance
• ✅ Standard Contact Fields
• ✅ Activity Tracking Setup
• ✅ Basic Sales Pipeline
• ✅ User Permission Levels
• ✅ System Health Check
• ✅ Implementation Documentation