Setting the stage for lasting loyalty and expansion, boosting satisfaction, and transforming old clients into new growth.
Hit 'Kickstart Success' and schedule your discovery call. It's the first step in crafting your pathway to transformative success.
In our collaborative strategy sessions, we don't just set sights on goals — we map out your onboarding journey. Together, we'll define actionable objectives, aligning our CRM roadmap with the milestones critical for your success and ensuring a smooth onboarding experience.
As we lay down the CRM infrastructure, we're simultaneously crafting the blueprint for your onboarding process. Our technical team ensures that from user account creation to data structure optimization, every step paves the way for an onboarding experience that sets you up for enduring growth.
We believe your onboarding should be as unique as your business. By integrating and customizing your CRM, we create an onboarding flow that fits naturally into your daily operations, establishing a system that's not only powerful but also instinctively yours.
Our meticulous testing goes beyond functionality — it ensures the onboarding journey is intuitive and clear. We refine every element to perform flawlessly, offering you and your new users confidence in a system that works seamlessly from day one.
Empowerment extends to every user. We provide comprehensive training designed to turn your team into CRM experts, ensuring that when it's time to 'Go Live,' everyone is equipped to leverage the full power of the platform, making your onboarding process a celebration of capability.
Your onboarding is just the beginning. Our commitment to your journey continues long after the initial launch. Regular support and strategic check-ins are our pledges to you, ensuring that as your business evolves, so does your CRM system, providing a steadfast advantage in all your future endeavours.
FEATURES | STARTER | GROWTH | PREMIUM |
---|---|---|---|
welcome kit | ✔️ | ✔️ | ✔️ |
introductory letter | ✔️ | ✔️ | ✔️ |
onboarding roadmap | ✔️ | ✔️ | ✔️ |
CRM & database setup | ✔️ | ✔️ | ✔️ |
customized branding integration | ✔️ | ✔️ | ✔️ |
user account setup | ✔️ | ✔️ | ✔️ |
basic training | ✔️ | ✔️ | ✔️ |
integration with existing system (email, calendar..) | ❌ | ✔️ | ✔️ |
basic data migration from old system | ❌ | ✔️ | ✔️ |
intermediate training with documentation | ❌ | ✔️ | ❌ |
comprehensive CRM customization including standard integration | ❌ | ❌ | ✔️ |
advanced feature implementation | ❌ | ❌ | ✔️ |
custom development | ❌ | ❌ | ✔️ |
extensive staff training and training documents | ❌ | ❌ | ✔️ |
unlimited staff accounts | ✔️ | ✔️ | ✔️ |
unlimited customers accounts | ✔️ | ✔️ | ✔️ |
sales management | ✔️ | ✔️ | ✔️ |
proposal management | ✔️ | ✔️ | ✔️ |
estimate management | ✔️ | ✔️ | ✔️ |
invoice management | ✔️ | ✔️ | ✔️ |
credit notes | ✔️ | ✔️ | ✔️ |
simple click billable items | ✔️ | ✔️ | ✔️ |
subscription management | ❌ | ✔️ | ✔️ |
client expencing | ❌ | ✔️ | ✔️ |
contract creation | ✔️ | ✔️ | ✔️ |
project tracking and managing | ✔️ | ✔️ | ✔️ |
task management | ❌ | ✔️ | ✔️ |
support and ticket management | ❌ | ✔️ | ✔️ |
lead management | ✔️ | ✔️ | ✔️ |
estimate request integration | ❌ | ❌ | ✔️ |
bulk pdf export | ❌ | ❌ | ✔️ |
platform announcement | ❌ | ✔️ | ✔️ |
timesheet tracking | ❌ | ✔️ | ✔️ |
report generating | ❌ | ✔️ | ✔️ |
knowledge base article rating | ❌ | ❌ | ✔️ |
lead capture and management automation | ❌ | ❌ | ✔️ |
email campaigns and follow-ups automation | ❌ | ❌ | ✔️ |
invoice generation and payment reminders automation | ❌ | ✔️ | ✔️ |
customer support ticket automation automation | ❌ | ❌ | ✔️ |
task assignment and notifications automation | ❌ | ❌ | ✔️ |
sales pipeline automation automation | ❌ | ❌ | ✔️ |
client information update reminders automation | ❌ | ❌ | ✔️ |
meeting and appointment scheduling automation | ❌ | ❌ | ✔️ |
expense tracking and reporting automation | ❌ | ❌ | ✔️ |
time tracking for projects automation | ❌ | ❌ | ✔️ |
performance reporting automation | ❌ | ❌ | ✔️ |
automated workflows and processes automation | ❌ | ❌ | ✔️ |
document generation and management automation | ❌ | ❌ | ✔️ |
knowledge base management automation | ❌ | ❌ | ✔️ |
client onboarding automation | ❌ | ❌ | ✔️ |
product or service feedback collection automation | ❌ | ❌ | ✔️ |
renewal notices and alerts automation | ❌ | ❌ | ✔️ |
gdpr compliance reminders automation | ❌ | ❌ | ✔️ |
web app integration with mobile | ❌ | ❌ | ✔️ |
The onboarding process is tailored to each plan. For Starter, it involves setting up a simple-to-use onboarding process and CRM with basic training and integrating a seamless workflow. Growth includes a more detailed setup with additional integrations and intermediate training, while Premium offers a fully personalized onboarding experience with end-to-end support, automation, and advanced training with documentation.
Support varies by plan. Starter offers basic support during business hours, Growth provides extended support, and Premium ensures extended business hours support with priority response. Training ranges from introductory for Starter, intermediate for Growth, and advanced for Premium, including dedicated sessions and resources.
Clients can upgrade their plans at any time to access more features or support. Downgrading is also possible, typically at the end of the billing cycle, to better align with your business needs and budget.
Contracts are often flexible, with no long-term commitment required. Contract termination will be applied to the next billing cycle and support will end.
The initial implementation cost can be split into parts as negotiated in our kickstart meeting. The monthly maintenance fee is billed monthly, and annual options may be available.
The cancellation policy allows you to discontinue the service with notice before the next billing cycle. Refund policies may vary, with some plans offering prorated refunds and others not.
Ensuring the security of your data is our top priority at Talk Global CRM. When you opt for a self-hosted solution, you have complete control over your data, which resides within your own infrastructure. This means you’re empowered to implement security measures that align with your organization’s policies and regulatory requirements.
If you choose to have your CRM hosted on Google Cloud Platform through an account we create specifically for you, you benefit from GCP’s robust infrastructure security. Google’s data centers are designed with multiple layers of protection, including:
In either scenario, we recommend following best practices for application security. This includes regular updates, secure application development, rigorous access controls, and ongoing monitoring for any vulnerabilities.
Yes, Talk Global CRM offers various integrations with popular tools and platforms, including Google Workspace and lead-generating websites. The level of integration capability can increase with higher-tier plans.
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