A CRM your team will actually use.
We set up, migrate, and integrate CRMs. We also run a sign shop and print floor out of one, so we build yours the way an operator does.
The work underneath a CRM build.
No client has yet let us publish their pipeline. These are the systems and customer-data jobs underneath a CRM build, in numbers the owners can confirm.
New Members
A legacy membership system replaced with GymFlow and Stripe. The system-migration half of this work.
Read case study
Increase in NEW Reviews
Automation fired off customer transaction data across fourteen locations.
Read case study
Guests Opted Into High-speed Internet
Wi-Fi portals turned into an owned customer database.
Read case studyOur lead conversion and outreach has increased sizably since hiring them.
Stages your reps recognize, with the busywork wired underneath.
The shape, drawn generically. Yours comes out of watching your own deals move. Each stage carries the rule that fires there.
- Fields that match the platform, not how you sell.
- Two teams arguing over whose number is right.
- Duplicates, dead fields, a dashboard nobody trusts.
- 01 New leadA form, a call, a walk-in
Automatic. Assigned an owner on arrival
- 02 QualifiedBudget and timeline captured
Automatic. Required fields, not optional ones
- 03 Demo bookedA meeting on the calendar
Automatic. Email and calendar log themselves
- 04 Proposal outScope and price sent
Automatic. The follow-up sequence starts
- 05 ClosedWon or lost, with a reason
Automatic. Invoice and handoff trigger
What You Get
Six things, and every engagement includes all six.
How it runs
Ride along with the sale
We watch how a deal really moves before anything gets configured.
Pick the platform second
Team size, tool stack, and how your buyers buy decide it. Not the logo.
Migrate without losing history
Deduplication, normalized fields, and a staged cutover, so last year still reports.
Wire the integrations
Forms, email, calling, billing, and ads connected, then tested where they break.
Launch and train
We train on the workflow, not the software, then stay on the hook.
How CRM Setup & Integration is priced
This gets quoted at every size. Here is where Mondo sits.
Mondo scopes CRM work as a flat, written project, priced by how many systems have to talk. We are not paid on your subscription, so a cheaper tier is an answer we can give you.
Questions
& Answers
HubSpot, Salesforce, Pipedrive, Close, and Attio most often. We are not a certified-partner shop, so no badge steers the recommendation.
Usually, and the smarter move. We clean the data, retire dead fields, and rebuild the pipeline. Starting fresh throws away your reporting history.
Four to eight weeks from kickoff to launch for a small or mid-sized team. Heavy cleanup or a multi-team rollout runs longer.
Most CRM projects fail after go-live, and the cause is adoption, not software. Every field has to earn a rep's click.
Yes. Activity, attribution, and deal-stage history come across. A staged cutover means your reps keep selling until the new system is verified.
Get a CRM your team will use.
Tell us what is broken in the setup you have now. If the honest answer is a cleanup instead of a rebuild, that is what the plan will say.
- A written scope and platform recommendation
- We stay 60 days past go-live