Strategy First. Built to Automate. Built to Scale.
From initial consultation through full implementation and ongoing support - b4Help designs, builds, and manages CRM systems that work the way your business actually works.
Implementation Path
A structured path from strategy to live CRM
Every engagement starts with a consultation. From there, choose the package that takes you through planning and full automation programming.
Consultation & Recommendations
Strategic consultation to evaluate, recommend, and plan the right CRM solution for your business. Required before any implementation package.
Automation Workflow Programming
A thorough review of your current CRM from planning through automation workflow programming. Includes detailed workflow design, data preparation, and two advanced automation workflows. Your CRM must be setup and ready prior to automation work.
- ✓ Workflow and automation design
- ✓ Data preparation and mapping
- ✓ Integration architecture
- ✓ Full technical blueprint
- ✓ CRM must be setup and ready
- ✓ Two advanced automation workflows
- ✓ Data cleanup and preparation
- ✓ Testing and go-live support
- ✓ Team training on workflows
- ✓ One month of support included
- ✓ Up to 4 hours support total
New CRM - Full Implementation
Full implementation of a brand new CRM - from platform selection through go-live. We handle everything: selection, planning, migration, automation, training, and a free first month of support so you start strong.
- ✓ CRM selection and recommendation
- ✓ Data planning and architecture
- ✓ Data migration
- ✓ Automation workflow programming
- ✓ Full CRM implementation
- ✓ Team training
- ✓ Testing and go-live support
- ✓ Free first month of support (up to 30 hrs)
Automation Services
Standalone automation builds
Need specific workflows built without a full implementation? Choose the complexity level that matches what you need.
Simple Automation 1 - 2 Step
Basic CRM automation including simple triggers, tagging, and notifications. Perfect for getting started with automation.
Order ThisStandard Automation 3 - 7 Step
Multi-step automation workflows including lead routing and nurture sequences for more sophisticated customer journeys.
Order ThisAdvanced Automations
Complex CRM workflows with branching logic, scoring, and multi-condition triggers for high-performance pipelines.
Order ThisOngoing Support
Keep your CRM running at its best
CRMs evolve with your business. Our support options keep your system optimized, updated, and performing - on demand or on retainer.
Ongoing Support & Optimizations
On-demand CRM troubleshooting, updates, and technical assistance billed hourly. Use it only when you need it.
Get SupportOngoing Support & Optimizations Monthly
Continuous CRM management, workflow improvements, and performance optimization. Up to 4 hours per month with dedicated attention.
Get StartedMonthly Support Overage
Additional CRM support beyond the included hours in your monthly retainer, billed at a reduced hourly rate.
Learn MoreReady to Build?
Let's build a CRM that
works the way you do.
Fill out the form below and we'll reach out to discuss where you are, where you want to go, and which service is the right starting point.