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6 hours · $1,050

Entity & Pipeline Build

We model your business objects, pipelines and stages so you're ready to work.

Overview

We translate how your business actually works into Coeffection: the objects you track, the stages they move through, and the boards your team lives in. You come out with a workspace that fits your process on day one.

What's included

  • Up to 5 entity types
  • Pipelines + stages + kanban
  • Basic stage gates

What you'll walk away with

  • Up to 5 entity types configured
  • Pipelines with your real stages
  • Kanban boards ready to use
  • Basic stage gates in place

How it works

  1. 1Kickoff call to map your process
  2. 2We build entities, pipelines & stages
  3. 3Review together and adjust
  4. 4Handover + a quick how-to

Other services you might add

1 hr

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
View details
4 hrs

Custom Field Configuration

Design the fields your team actually needs, with the right types and validation.

  • Field audit
  • Up to 40 fields
  • Dropdowns & relationships
View details
$700 · 4h
10 hrs

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
View details
$1,750 · 10h