We configure or build CRM workflows for sales and customer service teams in Amman and Jordan. The scope brings customer records, pipeline stages, assignments and reporting into a consistent process that the team can actually use.
A documented sales process, configured roles, migration checks and user guidance. Licence costs, data cleaning and connections to existing tools are clarified before implementation.
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THE BIG AGENCY / 20
What we can deliver
The scope of crm systems & implementation
01
Scope and priorities
We configure or build CRM workflows for sales and customer service teams in Amman and Jordan. The scope brings customer records, pipeline stages, assignments and reporting into a consistent process that the team can actually use.
02
Included capabilities
CRM selection and setup, Sales pipelines, Customer data migration, Lead assignment, Sales automation, CRM reporting.
03
Delivery and ownership
A documented sales process, configured roles, migration checks and user guidance. Licence costs, data cleaning and connections to existing tools are clarified before implementation.
04
Quality and acceptance
Validate duplicates, ownership rules, permissions, lost-lead reasons and sample reports with the people using the CRM.
Delivering crm systems & implementation for Amman and Jordan
We coordinate projects from Amman and plan on-site work elsewhere in Jordan when the brief requires it. Arabic and English needs, remote collaboration and any travel or external supplier costs are agreed at the outset.
Validate duplicates, ownership rules, permissions, lost-lead reasons and sample reports with the people using the CRM.
CRM selection and setup
Sales pipelines
Customer data migration
Lead assignment
Sales automation
CRM reporting
Process
From the first brief to an agreed handover
The exact scope changes with the project, but the thinking stays focused and transparent.
01
Discovery and written scope
Share the business objective, users, current assets and dependencies. We agree on responsibilities, deliverables and acceptance criteria before production.
02
Create, implement and review
Work progresses through agreed milestones with feedback from your named decision maker. Scope changes are documented before they affect cost or delivery.
03
Test, hand over and support
Review the agreed checks, receive the project files or operational documentation, and confirm the support arrangements needed after handover.
Project scope and delivery requirements
Project scope and delivery requirements
Delivery location
Amman and Jordan; on-site and remote work by scope
Languages
Arabic and English
Timeline
Estimated after discovery; milestones confirmed in the proposal
Project outputs
A documented sales process, configured roles, migration checks and user guidance. Licence costs, data cleaning and connections to existing tools are clarified before implementation.
Acceptance checks
Validate duplicates, ownership rules, permissions, lost-lead reasons and sample reports with the people using the CRM.
Third-party costs
Licences, platforms, media, specialist suppliers and travel itemised where applicable
What determines the price
Two projects with the same name can differ several times over in cost. These are the variables that actually move the number, so you can judge any quote you receive - ours or anyone else's.
The number and complexity of the agreed capabilities: CRM selection and setup, Sales pipelines, Customer data migration.
Existing materials, data quality and access to required accounts or systems.
Language versions, approval rounds, external licences and the level of post-launch support.
Send us the scope and you get a written quote with a fixed figure, usually within one working day. The number does not change unless the scope changes in writing.
PUBLISHED PACKAGE
Package price and scope
Five-User CRM Implementation
3,000 JODper implementation
This price covers the defined package below. Our wider service capabilities remain available with a separate written scope and quote.
Illustration of this service
Included in this price
One sales pipeline, up to 5 users, import of up to 500 clean contacts, 2 automations and staff training.
Delivery
20 business days; target starts after approved inputs and booking, subject to capacity
Included revision rounds
2 consolidated review rounds within the agreed brief.
Availability
Dates confirmed before booking.
Taxes and extra costs
Applicable taxes are additional and confirmed before booking. Any extras require a separate agreement.
What we need from you
Approved brief, brand and content assets, access where needed, and one approval contact.
Not included in this price
CRM licences, data cleansing, custom ERP links and ongoing administration.
Payment schedule
50% at project start and 50% before final delivery.
Changes, cancellations and refunds
Rescheduling, cancellation, refunds and committed third-party costs must be agreed in writing before booking.
Your content and rights
Existing client-ownership commitments apply. The written scope identifies raw and source-file handover and third-party licences without reducing existing client rights.
The project objective, audience and priority you want to address.
The assets, information and permissions required for the agreed scope, using secure access.
One approval owner, brand requirements and relevant rights or licences.
Costs and exclusions to agree
Third-party fees, subscriptions, licences and advertising spend are identified separately in the quote when required.
Optional additions to discuss
Websites and Digital Experiences
SEO and GEO (AI Search) Optimisation
UX Research & UI Design
The published package above defines its price, quantities and delivery terms. The wider capabilities described here can be tailored separately; changes, additional quantities and third-party costs require a written quote.
Planning your crm systems & implementation project
What does crm systems & implementation include?
We configure or build CRM workflows for sales and customer service teams in Amman and Jordan. The scope brings customer records, pipeline stages, assignments and reporting into a consistent process that the team can actually use. The detailed scope can include crm selection and setup, sales pipelines, customer data migration, lead assignment, sales automation, crm reporting.
What will we receive at handover?
A documented sales process, configured roles, migration checks and user guidance. Licence costs, data cleaning and connections to existing tools are clarified before implementation.
How is quality checked before delivery?
Validate duplicates, ownership rules, permissions, lost-lead reasons and sample reports with the people using the CRM.
Can this be combined with other agency services?
Yes. Strategy, branding, content, production, websites and software can share one project brief. We identify responsibilities and dependencies in the proposal rather than assuming every service is included.
Connect this work to the rest of your business
Most projects use more than one of these together. Here is what usually runs alongside this service, and why.
