A CRM set up right that your team will actually use.
Implementation, cleanup, and automation for HubSpot, Salesforce, Pipedrive, and more, built around how your team actually sells.
Sound familiar?
The problems with getting CRM setup done
Most teams hit the same walls. Here's what gets in the way, and how Assist removes it.
✕Getting great CRM setup is expensive, a dedicated team or agency can run thousands every month, whether you use them fully or not.
With Assist: With Assist, you get CRM setup scoped and priced to what you actually need, delivered by one dedicated team, no bloated retainers.
✕Outside help goes quiet, misses deadlines, and leaves you managing everything yourself.
With Assist: Assist is your dedicated, always-on team. Make one request and it's handled end-to-end, no chasing, no managing.
✕You need CRM setup sometimes, not full-time, but you're forced to pay full-time prices to get it.
With Assist: Tap into CRM setup exactly when it comes up, we tailor the plan so you only pay for what you need, and add other services anytime.
✕Coordinating different providers for different needs wastes hours and creates chaos.
With Assist: One team, one point of contact, Assist handles CRM setup and whatever else you decide to fold in, without the juggling.
The CRM is only as good as the setup
Most CRMs underperform because they're configured generically and never cleaned up. A focused setup turns your CRM into a real revenue tool instead of a glorified address book.
Exactly what you get
A complete program, strategy through execution and reporting.
Discovery
Map your sales process, data needs, and reporting requirements.
Implementation
HubSpot, Salesforce, Pipedrive, Attio, or whichever CRM fits best.
Data cleanup & migration
Deduplication, enrichment, and clean migration from your old system.
Pipelines & stages
Pipelines, deal stages, and required fields built around how your team sells.
Automation
Lead routing, follow-up sequences, and task automation.
Dashboards & reporting
Reports and dashboards for reps and leadership.
Training
Live training for your team so adoption actually sticks.
Why teams choose Assist
Everything handled by one dedicated team, without the cost, risk, or headaches of hiring.
One dedicated team
CRM setup delivered entirely by Assist, no hiring, no managing, no risk.
Pricing tailored to your needs
No per-project fees, no surprise invoices, no scope creep, you always know exactly what you'll pay.
Fast, reliable turnarounds
Make a request and it moves, handled by a team that already knows your brand.
One team for whatever you need
CRM setup plus anything else you decide to add later, delivered by the same team, through a single point of contact.
What you save with Assist
The real cost of CRM setup isn't just money, it's time and focus. Here's what Assist gives back.
than building a team or retaining an agency for CRM setup
saved by delegating to one team instead of managing vendors or doing it yourself
from idea to done, Assist handles CRM setup and everything else
How it works
One request, and the rest is handled, for this and everything else.
- 01
Tell us what you need
Send a request in plain English, no briefs, scoping calls, or statements of work required.
- 02
We plan it out
Your Assist team maps out a clear plan and timeline and gets straight to work, all handled for you.
- 03
We handle it
Our team produces the work and keeps you in the loop, with revisions included.
- 04
Request the next thing
One done, start the next, across this service and everything else the plan covers.
Frequently asked questions
Is CRM setup included in Assist?+
Yes. CRM setup is something Assist handles for you as part of a plan tailored to your needs. You only pay for what you actually need, not a bloated bundle, and you can add or scale other services anytime.
How quickly can we get started with CRM setup?+
As soon as you're ready. For smaller scopes we can often kick off the same day; larger engagements start within a few days once we've aligned on goals. Either way, you'll get a clear plan and timeline before any work begins.
How do revisions and feedback work?+
Revisions are included. Just share your feedback with Assist and we'll turn it around quickly, no back-and-forth and no extra invoices.
Is there a long-term contract?+
No long-term contracts. Engagements are month-to-month by default, so you can scale up, scale down, or pause as your needs change.
Who will I be working with?+
You work directly with Assist as your single point of contact. Every service is handled by our team, you tell us what you need, and we take care of the rest.
Will we own the work and accounts?+
Yes. You retain full ownership of all deliverables, files, and any platforms or accounts we work in on your behalf.
Tell us what you need, get a custom offer within 24 hours
No packages to pick apart. No sales calls to sit through. Describe what you're looking for and our team will send back a tailored offer, priced to exactly what you need, delivered by one dedicated team.
- Fast response, within 24 hours
- Priced to your exact needs
- One dedicated team, one point of contact
- No contracts, cancel anytime