Home/Services/Tier 08/CRM Setup & Management
Tier 08 · Growth & Executive Assistance

CRM Setup & Management

Overview

CRM build and ongoing management.

Built first for finance clients — advisors, accounting and tax firms, fractional CFOs, brokers, and family offices.

Engagement
TierTier 08 · Growth & Executive Assistance
$3–10K + $500–1.5K/mo
Book a discovery call →
You might also need

Pairs well with this service

08
Online Reputation Management
Online reputation management.
$400–1K/mo→
09
Chief of Staff Program (bundle)
Growth and executive assistance, combined into one bundle.
$4–9K/mo→
01
Executive Assistant Services
Ongoing executive assistant support delivered through SaaS/AI tooling.
$1–2.5K/mo→
Start with CRM Setup & Management

Book a 20-minute
discovery call

Book a discovery call → Back to Tier 08 →
Book a discovery call