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Services · Implementation

Set up right the first time.

Our team configures Red Squirrel around how you sell and serve, from pipeline stages and custom fields to workflows and access rights.

How it works

What to expect

01
Discover

Workshops to understand your sales, service and reporting needs.
02
Configure

Modules, fields, layouts, pipelines, roles and workflows set up for you.
03
Integrate

Email, phone and key systems connected; data migrated if needed.
04
Launch

Training, go-live support and a review after the first weeks.

What’s included

Configure fields, pipelines, workflows and permissions around your process.

Talk to our team See plans

Process workshops
Custom fields & layouts
Workflow design
Roles & permissions
Integrations
Go-live support

More services

Your pipeline won't wait. Neither should you.

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