Platforms
we use
01. What's included
One place for every contact and deal.
Implementation covers the setup, the data and the habits. Without all three, teams drift back to spreadsheets.
Sales pipeline
Stages that reflect how deals really move.
- Deal stage definitions
- Required fields per stage
- Win and loss reasons
Contact management
Clean records, owners and lifecycle stages.
- Properties and lists
- Duplicate rules
- Ownership assignment
Migration
Spreadsheets and old CRMs moved without losses.
- Data cleaning and mapping
- Import testing
- History preservation
Sales handoff
Marketing leads delivered with context.
- MQL to SQL rules
- Lead notifications
- Source attribution
Integrations
Email, calendar, forms and ads connected.
- Gmail and Outlook sync
- Website forms
- Ad lead syncing
Adoption and training
A CRM the team actually updates.
- Role-based training
- Dashboards per rep
- Usage reviews
02. Why it's not working now
Your pipeline lives in five spreadsheets.
The same senior strategist audits, plans and does the work, so fixes reach the root cause instead of the monthly report.
What we usually find
- Contacts scattered across sheets and inboxes
- No one knows where each deal stands
- Marketing leads lost before sales sees them
- A CRM bought and abandoned
How we handle it ● senior-led
- One CRM with clean, owned records
- Pipeline stages with clear exit criteria
- Automatic handoff from marketing to sales
- Training and dashboards that drive adoption
Process discovery
Sales stages, roles and data sources mapped.
Design
Pipeline, properties and permissions defined.
Build and migrate
CRM configured, data cleaned and imported.
Train and launch
Team trained and adoption tracked.
03. Deliverables and pricing
What you get, in writing.
Fixed scope and price, agreed before work starts. Month-to-month, and every account stays in your name.
Start here: a full crm implementation review with a prioritized Action Plan.
from $500 (₱25,000) · one-time
View Audit →Plan this channel alongside the rest of your marketing.
from $1,200 (₱60,000) · 4 to 6 weeks
View Strategy Sprint →Ongoing execution, monthly reviews and audit comparisons.
from $900 (₱45,000) / month
View Advisory →04. The method
Root causes, not surface reports.
Every engagement starts with the same audit, so progress is measured against a real baseline instead of a monthly activity list.
The method
Audit, prioritize, re-audit.
Every engagement starts with a SiteAud!tLint crawl and an account review. Fixes are ranked by impact and effort, and a re-audit comparison proves what changed.
See the full methodology →05. FAQ
CRM implementation questions.
Which CRM is best for a Philippine SME?
HubSpot's free and starter tiers suit most growing SMEs. Zoho and Pipedrive are cost-effective alternatives. Salesforce fits larger, complex sales teams.
Can you migrate our data from spreadsheets?
Yes. We clean, deduplicate and map the data before import, then verify counts so nothing is lost.
How long does CRM implementation take?
Most SME implementations take 3 to 6 weeks, depending on data volume and integrations.
Do you train our team?
Yes. Training is role-based, with simple dashboards so reps see why updating the CRM helps them.
06. Get started
Start with a second opinion.
Tell us what you're running today and what's not working. You'll hear back from the person who will actually do the work.