Tool 01Live band
Price a CRM implementation in six inputs, before anyone gets on a call.
This CRM implementation cost estimator runs on the same rates we quote from. Set your seat count, pipelines, records to migrate, integrations, automation depth and training sessions. The band updates as you type, in USD, with a per-seat figure and a calendar length.
Estimator
Set the variables, read the band
Every slider has a number box beside it. Tab through them, type a figure, or use the arrow keys. Training sessions follow your seat count at one per 12 seats until you change them yourself.
The live estimator needs JavaScript. The rate table below has every figure it uses, so you can work the band out by hand, or call (415) 901-7000 and we will do it with you.
The estimate is a band, not a quote. We quote after a 45-minute scoping call, in writing.
Estimator, method note 01
Rate table
Every rate the estimator uses
Nothing hidden inside the script. These are the numbers, the units and the limits, in the order the calculation applies them.
| Input | Range | Low | High | How it applies |
|---|---|---|---|---|
| Base setup | Fixed | $2,400 | $3,600 | Stage sheet, one pipeline, fields, permissions. CRM setup. |
| Seats | 1 to 200 | $90 | $140 | Per sales user, added to base. |
| Extra pipelines | 1 to 8 | $600 | $900 | First pipeline included, each extra one charged. |
| Integrations | 0 to 10 | $800 | $1,600 | Per connected system. Integrations and API. |
| Automation depth | 3 levels | x1.00 | x1.45 | Basic 1.00, Standard 1.20, Advanced 1.45 on setup, pipelines and integrations. Workflow automation. |
| Records to migrate | 0 to 500,000 | $150 | $250 | Per 10,000 records, minimum $900 above zero. Not multiplied. Data migration. |
| Training sessions | 0 to 6 | $480 | $480 | Per 90-minute session of up to 12 people. Not multiplied. Training. |
| Rounding | – | $50 | $50 | Totals rounded to the nearest $50. |
Method notes
How the band is calculated
The build subtotal is base setup plus seats, plus extra pipelines, plus integrations. That subtotal gets multiplied by the automation depth. Migration and training are added afterwards at their own rates, because a dirtier dataset or a bigger training cohort does not get harder when you add more routing rules.
Low and high are calculated separately, every line at its low rate and then every line at its high rate. Where a job lands in the band depends on things a slider cannot see: how many custom objects your CRM already carries, whether the data comes from one export or four, whether anyone on your side can sign off a stage sheet within a week.
The per-seat figure is the total divided by seats, rounded to $5. Use it to compare against a per-seat licence cost, not to budget. A 3-seat team pays mostly base setup, so its per-seat figure looks high. It is.
Calendar length is 3 weeks, plus one week per 25 seats, plus one week per 3 integrations, capped at 12. It counts from the signed stage sheet, not from the first call. The week-by-week process shows what happens in each of them.
Automation depth, in plain words
Basic is assignment and a handful of reminders. Standard adds territory or account-owner lead routing, a stale-deal alert at 14 days and task sequences per stage. Advanced adds discount approvals, multi-step sequences and cross-object rules. Most teams under 40 seats need Standard and ask for Advanced.
- Setup
- $5,100 to $7,800
- Extra pipeline
- 1 at $600 to $900
- Integrations
- 3 at $2,400 to $4,800
- Build x1.20
- $9,720 to $16,200
- Migration
- 60,000 records, $900 to $1,500
- Training
- 3 sessions, $1,440
- Calendar
- About 5 weeks
About $400 to $640 per seat. A 12-seat team on Basic with one integration and one session comes out at $4,750 to $7,350, three weeks.
Limits
What the estimator leaves out
Licences
CRM licence fees are paid to your vendor, not to us, and they are not in any figure on this page. We take no commission from any vendor, so we have no reason to push you to a bigger tier.
Dashboards and retainer
Forecast dashboards are priced separately at $600 to $1,100 each on the reporting page. The admin retainer is $1,150 a month for 10 hours and starts after launch.
Some work is outside our scope at any price. The out-of-scope list, with the reasons, sits on the services page.
From band to quote
What happens after you send the numbers
Scoping call
Book a scoping call
Use the button in the estimator to copy your numbers here, or type them yourself. Nothing is binding until you sign a written quote.
SAN FRANCISCO, CA 94105