AUTOMATION & PAYMENTS
Keep Your Leads Organized and Your Follow-Ups Consistent.
When enquiries, customer details and follow-ups live in different places, opportunities can be missed and routine tasks become harder to manage.
I help you structure your contact data and set up a practical CRM workflow that supports how your business works.
What the Service Includes
Concrete Deliverables, Clearly Scoped
The CHF 600 starting offer covers a defined basic CRM setup — not a complete CRM transformation. Complex data migrations, large-scale data cleanup, custom API work, multiple pipelines, advanced automation and other larger builds are separately scoped unless explicitly included in the agreed quotation.
- Review of contact and lead management needs
- Basic CRM configuration
- Contact fields and segmentation structure
- Defined pipeline or lifecycle stages where supported
- One basic workflow or follow-up automation
- Integration with a form or email platform where agreed
- Testing and handover notes
Benefits
What You Can Expect
Keep Customer Information Organized
Contacts, deals and follow-ups organized so nothing falls through the cracks as your business grows.
More Consistent Follow-Up
Stages, reminders and hand-offs configured around your real sales process — not a generic template.
No False Promises
A CRM only works if it is used. You get a practical setup and guidance your team can actually follow.
How It Works
A Simple, Transparent Process
Understand
Understand how contacts and leads are managed today.
Define
Define the fields, stages and follow-up needs.
Configure
Configure the CRM and agreed automation.
Test
Test the workflow and explain how to use it.
Pricing
A Clear Starting Point
Starting From
CHF 600
CRM setup from CHF 600.
Complex data migrations, large-scale cleanup, custom API work, multiple pipelines and advanced automation require a separate quotation.
Contact Me to Discuss Your Needs→Starting price shown for a defined scope of work. Your final quotation will depend on your requirements, existing setup and project complexity. Third-party subscriptions and transaction fees are excluded unless explicitly stated.
Related Services
Services That Work Well Together
These services complement the CRM setup, but they are not automatically included in the CHF 600 starting scope unless explicitly agreed.
FAQs
Common Questions
Do I need a CRM if I have a small business?
Not always. We can first assess whether a CRM will solve a real problem in your current workflow.
Can you connect the CRM to my website forms?
Yes, where the website and CRM support a suitable integration.
Can you migrate existing contacts?
Migration can be included after reviewing the data and its condition.
Will the CRM automatically manage every follow-up?
Only the agreed workflows are automated. Human review may still be needed for important customer interactions.
Start Your Project
Let’s Organize Your Customer Journey.
Tell me what you’re trying to achieve, what’s currently getting in the way, and what support you need. I’ll help you identify a practical next step.
Contact Me to Discuss Your Needs→