01
Platform setup
Configure HubSpot, GoHighLevel, or Zoho CRM to fit your users, customer records, and sales process.
CRM services / Best Knowledge
A CRM that moves
relationships forward.
Implement HubSpot, GoHighLevel, or Zoho CRM around your sales process—with automation, integrations, and hands-on US team training.
New York-based leadership · On-site training available
Best Knowledge LLC / CRMDemo
BUSINESS OVERVIEW
This monthYour CRM, at a glance.
Pipeline value$124K↑ 18.2% vs. prior period
Deals won32↑ 8 this month vs. prior period
Conversion rate24.8%↑ 3.2 pts vs. prior period
PIPELINE GROWTHMore opportunities moving forward
↑ 18.2%Week 1Week 2Week 3Week 4
RECENT ACTIVITY
✓
Deal won$8,400 · New customer
✓
Follow-up completedDiscovery call scheduled
✓
New lead assignedWebsite enquiry · Sales team
Illustrative dashboard · Sample data for demonstration
Built around your workflows
From first enquiry
to a clear sales process.
For businesses that need consistent follow-up, better lead organization, and a CRM their team can confidently manage. Choose the platform that fits your process and requirements.
02
Pipelines & lead capture
Build your pipeline stages, lead assignment, forms, and contact organization.
03
Follow-up automation
Configure agreed tasks, notifications, sequences, and handoffs within your platform capabilities.
04
Migration & integrations
Prepare customer data and connect agreed tools, forms, and business applications.
05
Reports & visibility
Set up useful views and dashboards for sales activity, lead ownership, and pipeline progress.
06
On-site training & launch
Train staff and administrators, document the setup, and coordinate deployment and handover.
US-based. Personally involved.
A local point of contact.
A team ready to use it.
Work with New York-based project leadership from discovery through launch. Bring deployment and training into your workplace so staff can learn using their actual workflows.
Discuss on-site trainingHands-on support, where you work.
- On-site sessions in New York and Long Island
- Other US locations by arrangement
- Role-based staff and administrator training
- Remote coordination and guided handover
Travel, scheduling, and training scope are agreed before the project starts.
A practical path to launch
From your workflow to a working system.
01
Discover
Map your current process, priorities, users, and data.
02
Configure & connect
Set up workflows, permissions, imports, and agreed integrations.
03
Deploy & train
Validate the system, launch, and train the people using it.
04
Handover & support
Document the setup and agree on post-launch support.
Implementation packages
Choose the right starting point.
Packages based on our CRM service offering. Final scope is confirmed after discovery.
Foundation
A focused setup for a clearly defined workflow.
$1,500Starting project price · USD
- Discovery & agreed implementation scope
- Core setup and user permissions
- Guided deployment and remote training
Business rollout
A broader rollout across your business processes.
$3,500Starting project price · USD
- Expanded workflows and automation
- Agreed data imports and integrations
- Reporting and administrator handover
Deployment & training
A coordinated launch with hands-on team training.
$6,500Starting project price · USD
- Advanced rollout and launch planning
- One on-site day, up to 6 hours
- Training, documentation, and handover
Software subscriptions, licensing, hosting, travel, and other third-party costs are separate. On-site coverage and dates are subject to agreement. Custom development is quoted to scope.
Before we begin
Your questions, answered.
Can you train our team in person?
Yes. On-site deployment and training are available in New York and Long Island. Other US locations can be arranged, with travel and scheduling agreed separately.
Can you work with our existing system?
We start by reviewing your current setup and business processes. The agreed project may improve your existing configuration, migrate data, or introduce a new system.
What should we prepare before starting?
Share your business processes, user roles, current tools, sample data, integration needs, and your preferred launch timing. Sensitive data should only be shared through an agreed secure channel.
Are software and travel costs included?
Software subscriptions, licensing, hosting, travel, and third-party charges are separate from implementation packages. The Premium package includes one on-site training day of up to six hours, subject to the agreed location and schedule.
Do you build custom software?
Yes. Custom business applications, workflow extensions, and integrations can be scoped where standard configuration does not meet your requirements. Ownership, source-code handover, and support terms are agreed in writing.