SOLUTION 01

Sales & CRM

Capture inquiries, update the CRM, identify priorities and connect qualified leads with the next sales step.

THE OPERATIONAL PROBLEM

Lead details often arrive incomplete, duplicated, or disconnected from the team’s sales process.

WHO IT IS FOR

For sales teams that want to capture inquiries, keep CRM records organized, prioritize leads, or connect qualified inquiries to a booking process.

BASELINE BUILD OPTIONS

Choose a scope to discuss.

These packages are practical starting points. We confirm feasibility and the final Order Summary before work begins.

For teams capturing leads from one form

Lead-to-CRM

$900

Send leads from one form to one CRM, apply one duplicate rule, and alert your team.

Why it helps: Keep new inquiries in the sales record and bring them to the team’s attention.

Estimated delivery5–10 business days

Discuss this scope

For sales teams prioritizing incoming leads

Reviewed Lead Scoring

$1,550

Lead-to-CRM, plus one agreed AI scoring rubric and priority flags a person can review.

Why it helps: Help a person decide which inquiries to follow up first.

Estimated delivery10–18 business days

Discuss this scope

For teams turning leads into booked calls

Lead + Booking

$2,450

Reviewed scoring, plus one booking source, one calendar, and confirmation checks.

Why it helps: Connect qualified inquiries with an agreed booking step.

Estimated delivery15–25 business days

Discuss this scope

Before you choose a package: Fees are one-time USD starting prices for the specified baseline, not automatic combined quotes. Agreed tests, one in-scope revision, handover and 30 days of correction for confirmed implementation defects are included. Hosting, model/API usage, third-party subscriptions, messaging and applicable taxes are separate unless agreed in writing. Payment: projects below $1,500 use 50% at kickoff and 50% at acceptance; projects of $1,500 or more use 40% at kickoff, 40% at a defined demonstrated test milestone and 20% at accepted handover. Final scope, supplier identity, delivery estimate, milestones and fees are agreed in a written Order Summary. Read full working terms.

WHAT'S INCLUDED & SCOPE LIMITS

Compare what each package delivers.

Each package has a defined scope. Compare the included work, test limits and exclusions to find the right fit. The written Order Summary confirms your exact project.

Swipe sideways to view and compare all three packages.

Scope	Lead-to-CRM	Reviewed Lead Scoring	Lead + Booking
Included in this package	One form to one CRM One duplicate rule One alert to the team	One form to one CRM One duplicate rule One alert to the team One agreed AI scoring rubric Reviewable lead-priority flags	One form to one CRM One duplicate rule One alert to the team One agreed AI scoring rubric Reviewable lead-priority flags One booking source and one calendar Confirmation checks
Scope and testing limit	Up to 15 agreed sample leads	Up to 15 agreed sample leads; human review of scoring	Up to 15 sample leads and five booking tests
Outside this baseline	AI scoring, booking and additional lead sources	Booking integration or guaranteed sales results	Extra calendars, multichannel sales sequences or guaranteed bookings

Included with every package

Agreed acceptance tests and one consolidated in-scope revision.
Handover notes and a walkthrough.
30 calendar days of corrections for confirmed implementation defects after accepted handover (not unlimited support).

Before work begins & what is excluded

AI scores support human review; they do not guarantee sales.
Authorized access and usable samples are needed before planning; delivery windows are estimates, not guaranteed launch dates.
External AI replies, publishing and important write actions need human approval unless explicitly agreed otherwise in writing.
Extra sources, fields, languages, channels, integrations or material changes receive a written change quote.
Hosting, API/model usage, third-party subscriptions and applicable taxes are separate unless included in the Order Summary.

Prices are one-time USD baseline fees. Projects below $1,500: 50% kickoff / 50% acceptance. Projects of $1,500 or more: 40% kickoff / 40% at the agreed demonstrable test milestone / 20% at accepted handover. Full working terms.

START WITH ONE PROCESS

Let’s turn one operational bottleneck into a clear working system.

We will first confirm the process, tools, sample inputs, volume and feasibility—then recommend the smallest useful build.

Discuss your workflow Build Your Solution