CRM + AI Assessment
An independent review of CRM costs, data, and AI readiness, with a phased roadmap and budget ranges.
Fixed-fee engagement
See what's included ↗Quoted
Pricing
Quoted on scope. Never guessed.
No rate cards, no surprise change orders.
Every CRMFlight engagement starts with a short scoping call. We price against your systems, your data, and your outcomes, then send you a fixed written quote before any work begins.
Packages
Pick a starting point. We quote the rest.
MOST REQUESTED
MIGRATESalesforce Migration
Object and automation mapping, data cleansing, parallel run, cutover, and user handover.
Project & managed care
See migration scope ↗Quoted
CRM + ERP Integration
Connected quoting, orders, inventory, and invoicing, with monitoring and error handling.
Project & managed care
See integration scope ↗Quoted
AI Applications
Targeted AI workflows on your CRM data, starting with a measurable, safeguarded pilot.
Pilot & rollout
See AI scope ↗Quoted
Every engagement is quoted on scope and need. Packages can be combined into one phased engagement. Software licenses, cloud infrastructure, AI usage, and major third-party fees are scoped separately.
What shapes your quote
The variables we price against.
Platforms in scope
How many CRM, ERP, and connected tools are involved, and how customized they are.
Data volume and quality
Record counts, history to keep, duplicates, and how much cleansing is needed.
Workflows and automation
The number of automations, approvals, integrations, and reports to rebuild or retire.
Teams and timeline
Users, departments, training needs, and how quickly you need to be live.
How quoting works
From first call to fixed price.
WP 01
Scoping call
A short conversation about your goals, systems, and constraints.
WP 02
Light discovery
We review the artifacts you can share: org notes, exports, integration lists.
WP 03
Written quote
Fixed price, deliverables, assumptions, and milestones in one document.
WP 04
Kickoff
Once you approve, we schedule the work and confirm access.
Pricing questionsStraight answers.
Straight answers.
No rate card.
Why don't you publish prices?
CRM projects vary enormously in scope. A published starting price is usually wrong for most buyers, so we quote each engagement against its actual systems and data.
Is the scoping call free?
Yes. The scoping call and the written quote carry no cost and no obligation.
What happens if the scope changes?
Any change is documented and re-quoted in writing before work on it begins. You approve every change; nothing is billed by surprise.
Can we start small?
Yes. Many clients begin with an assessment, then use its roadmap to scope migration, integration, or AI work in phases.
Ready to move forward?
Get a quote built for your systems.
Tell us about your CRM, ERP, and goals. We will come back with a scoping call and a fixed written quote.