CRM & Website Integration Assessment

Services Include:

• Review of existing CRM configuration and website connectivity
• Assessment of website forms and lead capture processes
• Evaluation of automated email and follow-up workflows
• Review of lead notifications, contact routing, and pipeline configuration
• Identification of broken connections, configuration issues, and automation failures
• Written summary of findings and recommended solutions

Investment: $250 — One-Time Assessment

Next Steps: Following the assessment, a detailed restoration proposal will be provided outlining recommended repairs, project scope, and pricing.

If you proceed with the recommended restoration project, the $250 assessment fee will be credited toward the approved project cost.

Important: This service covers assessment and diagnosis only. Repairs, custom development, software subscriptions, and ongoing CRM management are quoted separately.

Full payment is required before the assessment begins.