Launch faster on best-in-class platforms-configured for your business.
Not ready for a fully custom build? We implement and tailor proven platforms so you can start delivering value immediately. We begin with consultation to understand your goals, then recommend the right tools and set them up end-to-end. If you already have a platform in mind, we’ll allocate the right resources (and upskill if needed) to make it work for you.
- - Technical + process discovery aligned to outcomes
- - Secure, scalable configurations (roles, fields, automations)
- - Data imports/migrations with validation & rollback safety
- - Training, playbooks, and post-launch support
Platforms we commonly implement
We regularly configure these, and can accommodate others on request.
Need something else? We’ll assess, learn what’s needed, and implement it safely.
Engagement options
Consult & Recommend
Short engagement to align on objectives, evaluate vendors, and produce a clear recommendation.
- - Requirements & process mapping
- - Tool shortlisting & TCO comparison
- - Implementation roadmap
Turnkey Setup
We configure the platform end-to-end and hand over a production-ready instance.
- - Users, roles, permissions
- - Custom fields, pipelines, workflows
- - Templates & automations (email/SLA)
- - Data import & QA
Coached Setup
We guide your team step-by-step to reduce cost while ensuring best practices.
- - Live sessions & screen-shares
- - Checklists & playbooks for your team
- - Review & hardening before go-live
What you get
Data Model & Fields
Schemas, lookups, validation rules, and naming conventions.
Pipelines & Stages
Sales/service pipelines, SLAs, and escalation paths.
Automations
Workflows, webhooks, and notifications tuned to your process.
Security & Access
Roles, teams, and least-privilege permissions.
Dashboards & Reports
KPIs and actionable views for teams and leadership.
Integrations
Connect to your website, email, chat, accounting, and more.
Training
Role-based sessions and quick reference guides.
Support
Post-launch monitoring and iterative improvements.
Planning a future upgrade? We can later transition you to a custom web application or deeper system integrations.
Our setup process
1) Discover
Workflows, data, users, and outcomes.
2) Configure
Provision, fields, permissions, and automations.
3) Migrate
Import, validate, and reconcile data safely.
4) Handover
Training, playbooks, and go-live support.
FAQs
Third-party system setup — common questions
Related services
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Dynamics, HubSpot, Pipedrive, Freshsales & more—configured to your workflows.
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