Concierge onboarding
Onboarding, done with you, or done for you.
Every subscription includes a free 1-hour guided tour so your team can self-serve. Need more hands? Our concierge team builds your entities, migrates your data, and configures reporting, so you're live faster.
Packages
Bundle up and save.
Every package bundles the services below at a discount to buying them one at a time. All include the free tour, and final scope is confirmed on a call before we start.
A live 1:1 tour so your team can self-serve from day one.
- Live 1:1 platform tour (1 hour)
- Walked through your real workflow
- Q&A + a self-serve setup checklist
- Recording to share with your team
We build your entities and configure your fields, bundled and discounted.
- Everything in Free
- Entity & pipeline build
- Custom field configuration
- Stages, kanban & basic gates
Foundation, plus your pick of a growth service.
- Everything in Basic
- Data migration included
- …or swap for lead inbox / Google
- ~20 hours of hands-on setup
Our flagship: the big builds, prioritized to your goals.
- Everything in Gold
- Reporting & dashboards
- Catalogue & invoicing (Quote-to-Cash)
- 50 hours, prioritized on your call
À la carte services
Or build your own plan.
Add just the services you need to your cart, or open any card for the full details. Each is a fixed scope of senior concierge time at $175/hr, with no surprises.
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
Entity & Pipeline Build
We model your business objects, pipelines and stages so you're ready to work.
- Up to 5 entity types
- Pipelines + stages + kanban
- Basic stage gates
Custom Field Configuration
Design the fields your team actually needs, with the right types and validation.
- Field audit
- Up to 40 fields
- Dropdowns & relationships
Data Migration
Import your existing data from spreadsheets or a legacy CRM, cleaned and mapped.
- Field mapping & de-dup
- Test + final import
- Post-import verification
Lead Inbox Setup
Capture and route inbound leads automatically from your channels.
- Source connection
- Dedup & assignment rules
- Routing & notifications
Google Workspace Integration
Connect Gmail, Calendar and Drive so email and meetings sync to the CRM.
- OAuth setup
- Calendar & email sync
- Per-user rollout
Reporting & Dashboards
Build the dashboards and reports your leadership actually watches.
- KPI discovery
- Up to 6 dashboards
- Charts, pies & scheduled email
“I feel like my business is 3.0 with the visibility Coeffection has given me.”
“Most CRMs stop at the pipeline. Coeffection carries a deal all the way through pricing, quote, and approval, which is the part everyone else makes you bolt on.”
Not sure what you need?
Let's map it together on a free call.
Tell us where you are today and where you want to be. We'll recommend the right package or à-la-carte mix. No pressure, no obligation.
- A 30-minute scoping call with a concierge lead
- A written recommendation with hours & pricing
- Bring your plan and we'll refine it live