One small pipeline. A practical handover.
Help your business keep track of enquiries, next steps and outcomes in a customer-owned CRM workspace. David agrees a simple manual workflow and checks the chosen product and plan before accepting the setup.
Personal help from David. Scope and suitability agreed before booking.
Agree the provider, account owner and suitable plan. Check user, field, import/export and access-control limits before confirming the quote. Free tools may suit a small brief; paid features and subscriptions remain separate.
Configure one manual pipeline with up to five agreed stages and five agreed fields. Use a manageable process such as enquiry, follow-up, won and lost, rather than a complex custom CRM build.
Where the plan supports it, import up to 100 already-clean contacts after you approve the source, fields and record count. Data cleaning, duplicate merging, multiple sources and wider migrations need a separate scope.
Rehearse enquiry capture, follow-up, status changes, search and export with fictional records. Check agreed access using suitable test users before moving to approved customer data.
No automatic marketing, prospect messages or API integrations are included. Connecting website forms or other systems is a separate automation brief. This setup helps you use a small CRM; it does not contact people for you.
One revision within the agreed brief and a practical handover for the agreed users. You retain account ownership and choose what to record. Existing website, contacts-cleanup or automation work is checked to avoid charging twice.
A one-off configuration and handover service for a small manual CRM workflow. There is no compulsory DaveBrain monthly plan. Provider subscriptions, contact cleanup and new integrations are separate.
Tell David what you need first. We confirm availability, suitability, scope and any separate costs in writing before you commit.
Choose this service on the enquiry form and describe the outcome you want. No payment or files are needed to start.
We check suitability and availability, then confirm the brief, full price, timing, access and any separate costs.
The agreed work is completed and checked with you, with a practical handover and any next steps made clear.
No. The setup uses a suitable customer-owned product and plan. Free or paid options are checked against your needs; provider subscriptions and paid features remain separate.
The starter only includes up to 100 already-clean authorised contacts where the chosen plan supports import. Cleanup, duplicate merging and multi-source migration are separate.
No. This is a manual pipeline setup. Automated messages, marketing, form integrations and custom workflows need a separate agreed brief.
Contacts cleanup prepares a file; this configures a workspace and follow-up routine. Automation connects systems or performs agreed tasks. We check existing work and remove overlap from the quote.
Tell David how you track enquiries. The homepage form will have this service selected for you.
This is an enquiry, not a booking or purchase. No marketing signup. Please do not send passwords, identity documents or sensitive files through the public form.