Solutions

What we do

We have small businesses get started with Salesforce Starter and Pro Suites

We place Salesforce CRM at the heart of your business, setting the technical foundation to scale your marketing and operations.

  • CRM setup and customization
  • Advanced configuration
  • Sales, marketing, and service automation
  • Integration with existing tools (e.g. email, website, accounting)
  • Team training and onboarding
  • Ongoing support and system scaling

Our 4-step Salesforce setup

Simple, structured, and enhancing your business processes

  • Discovery & Planning

Understand business goals, workflows, and pain points. Define project scope, key objectives, and success metrics.

  • Set up

Configure Salesforce to match business processes – custom fields, user roles, sales stages, data migration and basic automations.

  • Testing, Train & Launch

We run User Acceptance Testing,  train your team, and smoothly go live—ensuring Salesforce works as expected from day one.

  • Maintenance & Support

Provide ongoing support to optimise usage and ROI. Update configuration and develop functionality further as the business grows.

Pricing

We make Salesforce cost-effective and less scary

Implementing  and running Salesforce doesn’t have to cost tens of thousands of dollars.

We start with the simplest and easiest implementation so you get a return on your investment sooner.

  • SME-friendly rates
  • Affordable retainers and hourly bundles
  • We use AI helps us deliver projects faster
  • Best practice communication and Project management
Free Consultation

Book at 30-minute consultation to learn what we can do for you.

Project Spotlight

Managing enquiries in a Sales Pipeline

CopyPipe offers content production and Marketing services to technology brands, and uses Salesforce Starter Suite to manage their pipeline of inbound leads.