One-off
CRM setup
Scoped quote
Get your records and team ready to use the CRM.
- Existing data reviewed for import
- Branding and sales stages
- Team access and permissions
- A walkthrough with your team
CRM
Keep track of
your customers.
A CRM keeps customer details, sales enquiries and follow-ups together. We set it up and show your team how to use it.
Talk about your CRMCompanies
| Name | Domain | Account owner | Created | |
|---|---|---|---|---|
| Birch Studio | birch.example | Emma Reed | 27 Oct 2026 | |
| North & Co. | north.example | Alex Morgan | 27 Oct 2026 | |
| Fern House | fern.example | Sam Taylor | 27 Oct 2026 | |
| Oak Workshop | oak.example | Jamie Ellis | 27 Oct 2026 | |
| Meadow Works | meadow.example | Robin Hayes | 27 Oct 2026 | |
| Linden Studio | linden.example | Charlie Lane | 27 Oct 2026 |
6 companies
CRM illustration · fictional records
01 / Customer details
Find the details
you need.
Keep customer details, notes and sales in one place. Find what was discussed without searching through emails and spreadsheets.
Contact details
People & companies, linked.
Next follow-up
An owner and a next step.
02 / Sales and follow-ups
Know who needs
a follow-up.
See which enquiries are new, which have a quote and which need a reply. Assign someone to each sale and add a task with a due date.
Tell us how you handle enquiriesNew enquiryJust now
Emma ReedBirch Studio
✓Follow-up assignedTomorrow · Alex
03 / Repeated admin
Less copying
and pasting.
Capture an enquiry, save the details in your CRM and set a follow-up task. We agree the steps and connections with you before setting it up.
Receive enquiry
Save lead details
Schedule follow-up
04 / Getting started
We’ll help you
get started.
You don’t need to work it all out yourself. We help move your existing records, set up your sales stages and walk your team through everyday tasks.
Tell us what you use todayReady for your team.
- Bring your records together
- Set up your sales stages
- Walk through it together
Estimate your impact
What could that time be worth?
Explore the time your team spends updating records and tracking follow-ups.
Time released per month
Monthly value of that time
Example inputs, not a forecast. Adjust them to your business. Time value is not a cash saving and excludes our fees.
How the estimate works
People × weekly hours × 52 ÷ 12 × your chosen reduction gives monthly hours. Multiplying by your hourly value gives the value of that time. The reduction is your assumption, not a measured service result. This does not estimate sales, search rankings or return on investment.
05 / Pricing
Your CRM.
Setup and ongoing costs.
Ongoing
Hosting & support
Monthly quote
Browser access with an agreed hosting and support plan.
- Hosting arranged for your team
- Backup arrangements agreed
- Support scope confirmed upfront
- Connections quoted separately
We quote setup and ongoing costs separately, based on your team, data and connections. We agree what’s included before work starts. An enquiry is not a subscription or payment.
A few useful details
Before you start.
Can you move our existing data?
We assess your export and agree what can be moved. Contacts, companies and opportunities come first; history and attachments may need separate work. Please don’t send customer data through the enquiry form.
Do we have to host it?
No. We arrange hosting within the agreed service. Your team signs in through a browser. Hosting location, backups and responsibilities are confirmed before launch.
What does it cost?
We quote setup and ongoing service separately, based on your team, data and connections. An enquiry starts a conversation, not a subscription.
Can our team use it on phones and tablets?
Your team signs in through a browser. Core records work on smaller screens; wide tables and sales boards may need sideways scrolling.
How long does setup take?
We agree a timeline after checking your data, team size and connections. You review a sample import before the full move.
Can we export our data later?
We agree which records and formats can be exported before you sign up, including any limits around history and attachments.
What is Monvarc CRM built on?
It’s our managed service built on Twenty’s open-source CRM, not an official Twenty offering. Applicable source code and notices remain available. Features, integrations and data export arrangements are agreed before you start.
A small first step
What’s getting
in the way?
Tell us what you use now and what you’d like to make easier.
Create a projectJust an enquiry. No payment or commitment.