A CRM built around your workflow — then kept running.
Sites by Sara builds and configures your CRM — from a lightweight automation setup to a full build with training — then keeps it running with ongoing monthly management, workflow tweaks, and data cleanup.
Build once, or keep it managed every month.
CRM Build is a one-time project. CRM Management & Optimization is an ongoing monthly add-on — order either on its own, or both together.
Automation Build
- Workflow tweaks
- Data cleanup
Starter Setup
- Workflow tweaks
- Data cleanup
Full Build & Training
- Workflow tweaks
- Data cleanup
- Team training
CRM Management & Optimization
- Workflow tweaks
- Data cleanup
- Monthly review
- Ongoing optimization
CRM Build is a one-time project fee based on tier. CRM Management & Optimization is a separate, ongoing $500/mo service for CRMs that are already built and live — order one or both based on where your CRM is today.
Want an all-in-one CRM platform instead? See our Go High Level (GHL) page.
What's involved in building and managing your CRM.
From your first discovery call to ongoing monthly optimization.
Discovery Call
We talk through your sales process, contacts, and what you need your CRM to do.
Workflow Mapping
Mapping your existing workflow so the CRM matches how your team actually works.
Data Cleanup
Cleaning and organizing existing contact and deal data before it goes in.
CRM Configuration
Setting up pipelines, fields, and automations for your tier.
Training (Full Build tier)
Walking your team through the CRM so everyone knows how to use it.
Launch
Going live with your configured CRM.
Monthly Review
For CRM Management clients — a regular review of how the CRM is being used.
Ongoing Optimization
Continued workflow tweaks and data cleanup as your business changes.
From a light automation build to a full CRM with training.
Automation Build is the lightest starting point. Starter Setup covers a full initial configuration. Full Build & Training adds hands-on training for your team on top of the complete build.
See build tiers
A CRM that stays accurate instead of going stale.
CRM Management & Optimization keeps your workflows tuned, your data clean, and your automations working — with a monthly review so small issues get caught before they pile up.
See CRM Management pricing
Prefer an all-in-one CRM platform instead?
If you'd rather have your CRM, pipeline, and marketing automation on one dedicated platform, we also offer Go High Level (GHL) setup and management — priced separately from a custom CRM build.
See Go High Level (GHL)
Frequently Asked Questions
Everything you need to know about our CRM build and management services.
