End-to-end CRM setup, customization, and support. We offer six core services designed to get your CRM working for your business — with clear deliverables, transparent pricing, and no hidden fees.
Before any implementation begins, we take the time to understand your business. We review your current sales process, team structure, customer journey, and existing tools. Based on this assessment, we recommend a CRM platform and configuration that aligns with your specific needs and budget.
This is not a generic recommendation. We evaluate multiple platforms against your requirements and present a comparison with clear reasoning for our suggestion. The final decision is always yours.
1–2 weeks depending on business complexity
Platform recommendation report, implementation roadmap document, and cost estimate breakdown
2–4 weeks depending on customization requirements
Fully configured CRM with custom fields, pipelines, user roles, permissions, and automation rules
This is the core of what we do. We handle the complete technical setup of your CRM platform — from initial installation to custom fields, deal stages, pipelines, user roles, and permission settings. Every configuration is built to match your actual sales workflow.
We do not use generic templates. Your CRM is configured specifically for how your team works, the data you need to track, and the reports you want to generate.
Moving your existing customer data into a new CRM is one of the most critical steps. We handle the entire migration process — from extracting data from your current system (spreadsheets, legacy CRM, or other databases) to cleaning, mapping, and importing it into your new platform.
We perform test migrations before the final transfer to identify and resolve any data formatting issues. Your existing data is backed up before any migration begins, and we verify data accuracy after the import is complete.
1–3 weeks depending on data volume and complexity
All data is backed up before migration. We do not delete your original data source. Migration timelines depend on data quality and volume.
1–2 weeks per workflow set
Lead assignment rules, follow-up reminders, email sequences, task creation triggers, and deal stage notifications
We design and build automated workflows within your CRM to reduce manual tasks and improve consistency. This includes lead assignment rules, automated follow-up sequences, task creation triggers, deal stage notifications, and email templates.
Each automation is designed based on your actual sales process. We document every workflow so your team understands what is automated and can request changes as your process evolves.
Your CRM works well when it connects with the other tools your team uses daily. We integrate your CRM with email platforms, marketing tools, accounting software, communication apps, and other business systems.
Integration scope depends on the CRM platform you use and the tools you need to connect. We use native integrations where available and third-party connectors (such as Zapier or Make) when needed. We test every integration thoroughly before handover.
1–2 weeks per integration set
Some integrations may require additional third-party subscriptions (e.g., Zapier). We will inform you of any additional costs before proceeding.
1 week for training + ongoing support as needed
Live training sessions, recorded video walkthroughs, written user guides, and a dedicated support channel for post-launch questions
A CRM is only useful if your team knows how to use it. We provide hands-on training sessions tailored to different user roles — sales reps, managers, and administrators each get training relevant to their daily tasks.
After go-live, we provide ongoing support to help resolve issues, answer questions, and make adjustments as your business needs change. Support is available via email and phone during business hours.
Every project is different. The prices below are indicative starting ranges to give you a clear idea of costs. We provide a detailed, itemized quote after the initial consultation — no hidden fees.
Suitable for small teams (up to 5 users) with straightforward sales processes. Includes basic setup and 1 week of post-launch support.
For growing teams (5–20 users) needing custom workflows, data migration, and integrations. Includes 1 month of post-launch support.
For larger teams (20+ users) with complex workflows, multiple pipelines, and extensive integration needs. Includes 3 months of support.
Prices are indicative and may vary based on CRM platform, number of users, customization complexity, and data volume. CRM platform subscription fees are separate and paid directly to the vendor. We provide a detailed quote after the initial consultation.
A clear, step-by-step process so you know exactly what to expect at every stage.
Reach out via our contact form, email (info@annaonetech.site), or phone (+91 7555 210 203). Tell us briefly about your business and CRM needs.
We schedule a 30–45 minute call to understand your business, sales process, team size, and current tools. This call is free and comes with no obligations.
Within 3–5 business days, we send you a detailed proposal with our CRM recommendation, implementation plan, timeline, and itemized cost breakdown.
Once approved, we begin the implementation. We provide regular updates and involve your team at key checkpoints for feedback and validation.
We train your team, hand over documentation, and launch the CRM. We monitor the system during the first week to catch and resolve any issues quickly.
After go-live, we provide ongoing support as per your plan. We help with adjustments, answer questions, and ensure your team is comfortable with the system.
Most implementations take 3–6 weeks from kickoff to go-live. The exact timeline depends on the complexity of your requirements, data volume, and number of integrations. We provide a specific timeline in our proposal.
No. We are platform-agnostic and work with Zoho CRM, HubSpot, Salesforce, Freshsales, Pipedrive, Odoo, and Microsoft Dynamics 365. We recommend the platform that fits your needs — not the one that pays us the highest commission.
We frequently help businesses reconfigure and optimize existing CRM setups. We assess your current configuration, identify gaps, and make improvements without requiring you to start from scratch.
Yes. CRM platform subscription fees are paid directly to the vendor (e.g., Zoho, HubSpot). Our fees cover implementation, configuration, migration, training, and support — not the software license itself.
Yes. While our office is in Bengaluru, we work with clients across India via video calls, screen sharing, and remote access tools. Training sessions can be conducted online.
Every plan includes post-launch support (1 week to 3 months depending on the plan). After the support period, you can continue on a monthly retainer or contact us for specific requests as needed.
Contact us for a free initial consultation. We will discuss your needs, recommend a CRM platform, and provide a clear project estimate — no obligations.
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