One lead-to-CRM connection
One inbound channel connected to one CRM, across up to two systems with supported access.
Sales & CRM automation
CRM automation. Leads ready for follow-up.
We connect one lead source to your CRM, assign the right owner, and create a follow-up task. Your team reviews incomplete details and uncertain matches.
From $3,500 USDOne-time project. Software and usage billed separately.
30 minutes with the co-founders. Check fit, tools and the next scoping step.
Is this the right
first project?
A new inquiry arrives, but someone still has to copy the details into the CRM, check for an existing account, and decide who follows up. A connected handoff turns those repeated steps into one tested routine and keeps the exceptions visible to your team.
A good fit when…
You already receive leads through a form, inbox, or another inbound channel.
Someone manually enters leads in the CRM and assigns the next action.
You have ownership rules and a person who can resolve incomplete or ambiguous records.
Your first project, priced.
Lead-to-CRM workflow
From $3,500 USD
One-time project. Final scope and price agreed in writing.
Give incoming leads a CRM record, an owner, and a follow-up task without rebuilding the same handoff by hand.
Book a free scoping call ↗30 minutes with the co-founders to check fit, tools and the next scoping step. No obligation to proceed.
Included in the starter scope
- One inbound lead channel connected to one CRM, across up to two systems.
- Agreed field mapping, duplicate checks, and account ownership rules.
- Lead routing and a follow-up task for the responsible salesperson.
- A review route for missing information, uncertain matches, and failed updates.
- End-to-end tests using sample leads, plus operating instructions and owner handoff.
- Quoted separately
- CRM migration, large-scale record cleanup, paid enrichment, and outbound sales campaigns are separate scopes.
- A larger project
- $7,500–$15,000 — Connect more lead sources, follow-up steps, meeting actions, or proposal preparation across additional systems. This is an alternative scope, not an add-on to the starter price.
- Optional ongoing support
- Optional: $500–$1,500/month for agreed monitoring and fixes. New workflows, major rule changes, and platform usage are separate.
- Timing
- We confirm the delivery plan after checking CRM access, field definitions, and the rules your sales team uses to assign leads.
All prices are in USD. Third-party software, API usage, hosting and any telephony charges are separate. Support is optional; its coverage and limits are agreed separately. New workflows need a new scope.
Tangible work
What you take away.
Routing and a follow-up task
Agreed field mapping, duplicate checks, ownership rules, and a task for the responsible salesperson.
A tested recovery routine
Checks for missing information, uncertain matches, and failed updates, plus operating instructions and an owner handoff.
Let’s check the fit.
Bring one task and your current tools. We’ll discuss the first step in a free 30-minute call.
See the workflow.
Then consider what comes next.
- 01 / The starting point
A new inquiry arrives from a company that may already have an account owner.
- 02 / The right context
Compare the supplied details with existing records and apply the agreed ownership rules.
- 03 / Prepared for review
Prepare the assignment, a concise inquiry brief, and a task for missing information.
- 04 / A person decides
The sales owner resolves an ambiguous account match and confirms the next commercial step.
Related workflows to explore
Additional workflows are scoped separately.01
Route new inquiries
Check existing account ownership and give each inquiry a traceable next person.
Explore the workflow 02Keep CRM records usable
Prepare field corrections and likely duplicate matches for the record owner to review.
Explore the workflow 03Assemble proposal drafts
Bring approved scope, pricing inputs, and terms into a consistent commercial draft.
Explore the workflowFrom first conversation to handoffA clear start.
A clear start.
An agreed finish.
- 01
Map the incoming lead
Confirm the source, CRM fields, identifiers, and ownership rules using ordinary and difficult examples.
- 02
Connect the handoff
Build field mapping, duplicate checks, lead assignment, and follow-up task creation. Route uncertain records to a person.
- 03
Test before activation
Try new leads, existing accounts, incomplete details, and failed CRM updates. Review results and recovery steps with the owner.
Agree the scopeAgree the scope
Agree the scope
and the limits.
The starter routes incoming leads and creates follow-up tasks. CRM migration, record cleanup, enrichment, outbound messages, meeting notes, and proposal preparation are separate scopes. Merges, reassignment exceptions, and commercial commitments require the agreed review rules.
Security and data questions ↗A few useful answers
Before we begin.
How much does a first project cost?
Lead-to-CRM workflow starts at $3,500 USD for the starter scope shown on this page. We confirm access, scope, exclusions, timing and a written price before work begins. Third-party software and usage charges are separate; ongoing support is optional.
What happens on the free scoping call?
In 30 minutes, we discuss one task, your current tools and the result you need. We check whether the starter fits and what is needed for a written proposal. If paid discovery is needed, we explain its scope and price first. You do not need a prepared brief or a paid assessment to book the call.
How will we judge whether the project is useful?
We agree a baseline and acceptance checks with the person who owns the work. Sample leads reach the CRM with the expected owner and task; duplicates and incomplete records follow the agreed rules. Where relevant, we also compare manual effort, correction work and operating costs. These checks guide the handoff; they are not a promise of revenue or savings.
Do we need to replace our CRM?
We assess your current CRM first. Supported interfaces, permissions, field definitions, and update behavior determine whether the connection fits the starter.
What happens to duplicate or incomplete leads?
We agree the match and review rules before building. An uncertain match or missing field is flagged for a person; a similar name alone is not enough to merge records.
Does the starter send follow-up emails?
It creates a follow-up task for the responsible salesperson. Sending messages, adding sequences, or automating outreach needs a separate scope and approval rules.
Can you automate meeting notes or proposals too?
Yes, those are possible expanded workflows, quoted separately from the one-channel lead-to-CRM starter. We review their inputs and approval steps before including them.
Who maintains the workflow?
Your operating guide names the owner for CRM fields, routing rules, held records, and failed runs. Optional monitoring and fixes are available under a separate agreement.