RevOps

CRM & Pipeline Reporting Build

For sales teams whose CRM does not match how they actually sell. We rebuild your pipeline stages, fields and core reports so leadership can trust the numbers.

$4,997One-time investment
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What's included

  • Pipeline stage redesign with entry and exit criteria
  • Field cleanup and required-field rules by stage
  • Lead and deal routing rules
  • Core dashboard set: pipeline, forecast, activity and win/loss
  • Data cleanup of open deals and active accounts
  • Rep and manager training session
  • Written admin guide for your team

How it works

  1. Apply and complete a short intake on your CRM and sales process
  2. Discovery session and CRM access review
  3. We design and configure stages, fields, routing and reports in your CRM
  4. Training session and handover of the admin guide

Who this is for

  • Teams with 3–30 sellers on an existing CRM
  • Leaders preparing for board or investor reporting
  • Companies after a messy CRM migration

Who this is not for

  • Companies without a CRM yet
  • Custom software development or integrations work
  • Teams wanting reporting without changing how data is entered

Delivered with our fulfillment partner

Delivered with a vetted specialist partner.

Frequently asked questions

What is included in the scope?

One CRM instance and one primary sales pipeline, with the configuration and reports listed above.

How long does it take?

Typically 4–6 weeks from kickoff, depending on data volume and review turnaround.

How does payment work?

Paid in full through our secure Stripe checkout before work begins.

What is your refund policy?

Refunds follow our Refund & Returns Policy. If you have a question about your engagement, contact us before work begins.

How do I get started?

Send the application below. We review it, confirm fit and scope, then you can secure your spot with the payment button.

Apply for CRM & Pipeline Reporting Build

$4,997

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