CRM implementation
pricing
CRM implementation pricing for two routes: a ready-made system set up for your business, or a custom CRM built around your process. Both connect your website forms, ads and messages so no lead gets lost.
CRM from someone
who also brings
the leads
I build the website and run the ads too, so I know where every lead comes from.
CRM implementations, ready-made and custom.
typical time to implement a CRM.
stay with me on long projects.
Ready-made or
built for your
process
Final prices in Canadian dollars.
HubSpot, Pipedrive or Zoho, configured for your sales process.
- Pipeline and stages
- Website forms and ad leads connected
- Reminders and templates
- Team training
Ready-made CRM setup plus a chatbot that captures and qualifies enquiries.
- Everything in CRM setup
- Chatbot on site or messengers
- Leads go straight to the CRM
A system built for your process, without per-user licences.
- Your stages, fields and documents
- Integrations without plugins
- You own the code
What CRM implementation pricing includes
A CRM is only as useful as its setup. Buying a HubSpot or Pipedrive licence gives you an empty system; implementation is what turns it into something your team actually uses. For both routes, my price includes mapping your sales process, building the pipeline, connecting your website forms, ads and messages, setting up reminders and templates, importing existing contacts, and training the team.
Two routes, two cost structures
| Ready-made CRM setup | Custom CRM | |
|---|---|---|
| My price | $3,400 | $7,100 |
| Monthly licence | Paid to the vendor, usually per user | None |
| Best for | Standard sales process, small team | Unusual process, growing team, special documents |
| Ownership | Your account with the vendor | Your code and data |
When choosing, I compare the total cost over two or three years, not just the upfront price. My article on CRM costs goes into more detail, and the CRM service page explains what each route looks like day to day.
CRM plus chatbot
The Leads under control package, $5,900, combines ready-made CRM setup with a chatbot. The bot answers common questions, collects contact details at any hour and sends each enquiry straight into the CRM, where reminders make sure someone follows up. It's the quickest way to close the gap between a lead arriving and someone answering it.
Privacy and consent
A CRM stores personal data, so it needs to follow PIPEDA, and in Quebec, Law 25. If you plan to send marketing emails or texts from it, CASL consent has to be recorded too. I set up consent fields and keep the configuration sensible, but final legal questions belong with your lawyer. Full prices for everything else are on the pricing page.
CRM pricing
questions
Ready-made or custom: which is cheaper?
Ready-made setup costs less upfront at $3,400, but you pay the vendor's licence every month, usually per user. A custom CRM costs $7,100 once and has no per-user licence. For a small team with a standard sales process, ready-made is usually the better choice; for an unusual process or a growing team, custom often pays off.
How long does a CRM implementation take?
About 15 days for a typical project, written into the agreement. Bigger data migrations or many integrations can take longer, and I'll say so in the quote.
Is training included?
Yes. Training for you and your team is included, along with support after launch. I also leave short written instructions for the everyday tasks.
Can you move data from spreadsheets or another CRM?
Yes, importing existing contacts and deals is part of the setup. If the data is very messy, I'll tell you upfront what cleanup is needed.
Who owns the CRM and the data?
You do. A ready-made CRM account is registered to you; a custom CRM's code and data belong to you. That's written into the agreement.
Get a CRM quote
in one business day
Fill in the CRM brief: how leads come in, who handles them, what tools you use. Or start with a free 30-minute call.