Support Service
CRM Implementation & Setupfor SWFL Businesses
Organize your customer relationships with a CRM system that's perfect for your SWFL business and easy to use.
4-8 weeks
Southwest Florida
5-Star Local Service
100+ Happy Clients
Local SWFL Team
Results Guaranteed
5.0 Rating
Local Experts
Support Service
What You'llReceive
We deliver comprehensive solutions tailored specifically for Southwest Florida businesses. Here's exactly what's included in your service package.
Key Features
CRM selection and consultation
Complete system setup and configuration
Custom pipeline and workflow creation
Contact import and data migration
Email template and automation setup
Team user management and permissions
Integration with existing tools
Comprehensive training for your team
Deliverables
Fully configured CRM system
Custom pipelines and workflows
Imported and organized contact data
Team training materials
User guides and documentation
Integration setup with existing tools
Timeline & Tech
Timeline
4-8 weeks
Technologies Used
HubSpotSalesforcePipedriveMonday.comAirtableZoho CRM
Ready to Transform Your Business?
Join hundreds of Southwest Florida businesses that trust Site Wave for their digital growth. Let's discuss how this service can help you achieve your goals.
Get Your Free ConsultationOur Process
How WeBring Your Vision to Life
Our proven methodology ensures quality results, transparent communication, and successful project delivery every time.
Step 1
1 week
Needs Assessment
We'll discuss your current customer management challenges and business goals to recommend the perfect CRM solution.
Step 2
1-2 weeks
CRM Selection & Setup
Choose the best CRM for your needs and budget, then set up all the basic configurations and custom fields.
Step 3
2-3 weeks
Customization & Integration
Create custom pipelines, set up automations, and integrate with your existing email, website, and other tools.
Step 4
1 week
Data Migration
Import your existing customer data, clean up duplicates, and organize everything properly in your new system.
Step 5
90 days
Training & Support
Train your team on the new system and provide 90 days of ongoing support to ensure smooth adoption.
Ready to Get Started?
Let's discuss your project and see how our proven process can bring your vision to life with exceptional results.
Why Choose Site Wave
Benefits ThatDrive Results
As your local Southwest Florida digital partner, we understand what drives business success in our community. Here's how this service will transform your business.
Never lose track of leads or customers again
Streamlined sales process and follow-ups
Better customer service and communication
Automated reminders and tasks
Detailed sales reporting and insights
Improved team collaboration
Trusted by 100+ Southwest Florida Businesses
From Cape Coral to Naples, local businesses choose Site Wave for results-driven digital solutions that understand the unique SWFL market.
100+
Happy Clients
5★
Average Rating
24/7
Local Support
Pricing Plans
Choose YourPerfect Plan
Flexible pricing options designed to fit your budget and requirements. Get exactly what you need to succeed.
Basic CRM Setup
Essential CRM setup for small businesses
$1,200 - $2,500
- CRM consultation and selection
- Basic setup and configuration
- Contact import and organization
- Essential automations
- Team training (up to 5 users)
- 30 days support
Most Popular
Professional CRM
Advanced CRM solution for growing businesses
$2,500 - $4,000
- Advanced CRM setup and customization
- Custom pipelines and workflows
- Email marketing integration
- Sales reporting dashboard
- Team training (up to 15 users)
- 90 days support
Best Value
Enterprise CRM
Complete CRM solution with integrations
$4,000+
- Full CRM implementation
- Advanced integrations
- Custom reporting and analytics
- Multi-department setup
- Unlimited team training
- 6 months support
All plans include free consultation
Client Feedback
What OurClients Say
“The CRM has transformed how we manage customers! We've increased our follow-up rate by 300% and haven't lost a single lead since implementation. It's been a game-changer for our Fort Myers business.”
Rachel Martinez
Elite Real Estate Group
Join hundreds of satisfied clients who have transformed their business with our innovative solutions and dedicated support.
Frequently Asked
CommonQuestions
Find answers to the most common questions about our services. Can't find what you're looking for? Feel free to contact us.
It depends on your industry, team size, and specific needs. We'll analyze your requirements and recommend the CRM that offers the best value and functionality for your SWFL business.
Yes! We can import data from spreadsheets, existing CRMs, email lists, and most other formats. We also clean up duplicates and organize the data properly.
Most teams are comfortable with basic functions within 1-2 weeks. We provide comprehensive training and ongoing support to ensure everyone feels confident using the system.
Still have questions? Contact us
Ready to Get Started?
Let's Build YourCRM Implementation & Setup Solution
Transform your vision into reality with our expert team. Get started today and see the difference professional crm implementation & setup can make.
Free consultation •No commitment required •Quick response time