CRM scope controls

CRM scope without fake pricing.

Choose the scale of the pipeline work, then confirm the real workflow during intake.

Start a ProjectCRM Systems Hub
24
case studies
20
systems
10
proof artifacts
3
scope tiers

Built with real HMX CRM tool paths

GGoHighLevel
SSupabase
ZZapier
WWebhooks
WWorkflow Builder
CCRM Automation
EEmail/SMS Logic
NNext.js
GGoHighLevel
SSupabase
ZZapier
WWebhooks
WWorkflow Builder
CCRM Automation
EEmail/SMS Logic
NNext.js

CRM Systems
Packages

Scope tiers with deliverables and timelines for this service.

Scope tier

Single Pipeline Setup

One lead source or one sales process.

Scope
Focused CRM build
Timeline
3 to 7 days
  • Pipeline stages
  • Required fields
  • Owner rules
  • Basic reminders
  • Handover notes
Start with this scope

Scope tier

Multi-Location Suite

Multiple sources, owners, teams, or sub-accounts.

Scope
Workflow build
Timeline
1 to 3 weeks
  • Routing matrix
  • Source tags
  • Stage automation
  • Saved views
  • Duplicate checks
Start with this scope

Scope tier

Full CRM OS

A full CRM rebuild with reporting, handoff, and governance.

Scope
Operating flow
Timeline
3 to 5 weeks
  • Data model audit
  • Pipeline system
  • Follow-up flows
  • Dashboards
  • Training walkthrough
Start with this scope

Operating path
with the pipeline visible

A lead moves from intake to owner to booked stage.

  1. 01New lead
  2. 02Owner assigned
  3. 03Follow-up armed
  4. 04Booked stage

Ready to scope packages?

Choose the scale of the pipeline work, then confirm the real workflow during intake.

Start a ProjectView Proof