CRM Implementation

CRM Setup for Singapore SMEs

Get a working CRM foundation in 2-3 weeks. Track customers, manage pipelines, and close deals—without the complexity or long-term lock-ins of enterprise solutions.

Fixed-scope implementation:S$3,000
CRM Dashboard Interface

Who This Is For

This fixed-scope CRM setup works best for specific business situations.

Good fit if you:

  • Are an SME operating in Singapore
  • Manage customers using spreadsheets or disconnected tools
  • Need a simple, working CRM without complexity
  • Want visibility into your sales pipeline

Not a fit if you:

  • Need heavy customization or complex workflows
  • Require bespoke integrations with existing systems
  • Have enterprise-scale compliance requirements

What's Included

A clear, fixed scope so you know exactly what you're getting.

Included in S$3,000

  • Perfex CRM installation & configuration
  • Core CRM module setup (contacts, pipeline, activities)
  • User account setup for your team
  • Custom fields relevant to your business
  • Email integration configuration
  • Basic reporting dashboard
  • Hosting on secure infrastructure
  • Go-live walkthrough session
  • Documentation for common tasks

Not Included

  • Custom development or scripting
  • Complex workflow automation
  • Integration with legacy systems
  • Data migration from existing systems
  • Advanced custom reporting
  • Ongoing support retainer

These can be discussed as separate engagements if needed.

Implementation Process

Clear steps, clear scope. Typically 2-3 weeks from kickoff to go-live.

01

Requirements Call

We discuss your current setup, goals, and confirm fit.

02

Environment Setup

We provision and configure your Perfex CRM instance.

03

Configuration

We set up modules, fields, and pipeline stages.

04

User Setup

We create accounts and configure permissions.

05

Go-Live & Walkthrough

We train your team and hand over the system.

Our Promise

  • If this setup isn't suitable for your business, we'll tell you upfront.
  • No long-term lock-in. You own your data and configuration.
  • Fixed scope means no surprise invoices.

Pricing

Transparent, fixed-scope pricing. No hidden fees.

CRM Implementation

Fixed scope, complete setup

S$3,000

one-time

Deliverables:

  • Perfex CRM installation & configuration
  • User setup for your team
  • Core modules & custom fields
  • Hosting & basic maintenance
  • Go-live walkthrough & documentation
Start Your CRM Project

Frequently Asked Questions

Start Your CRM Project

Tell us about your business. We'll assess fit and get back to you within 1 business day.