Discovery Call
Day 1
Every ClickWerxs Command Center onboarding follows a proven process. Here is exactly what happens, day by day.
We start with a 30-minute call to understand your current tools, workflows, team size, and goals. This gives our CRM setup team everything they need to build your custom configuration before migration begins.
Our team imports your contacts, deals, pipeline history, tags, custom fields, and conversation records from your existing CRM software. We support CRM migration from all major platforms — and we handle the heavy lifting so you do not lose a single record.
We build your custom sales pipelines, marketing automation sequences, appointment scheduling rules, and business automation workflows. Everything is configured to match how your team actually works — not a generic template.
Your team gets live, hands-on CRM training sessions tailored to their roles. Sales reps learn pipeline management and deal tracking. Admins learn workflow automation and reporting. Everyone leaves confident and productive.
You go live with full support. Your dedicated onboarding specialist stays assigned for 30 days after launch to answer questions, fine-tune automations, and make sure your team is getting results from your new all-in-one CRM platform.
Every onboarding package includes a full CRM migration, custom configuration, and team training. Here is the breakdown.
We handle the hard work, but a few things go faster when you have them ready before your onboarding kickoff.
“I was dreading the CRM migration. We had three years of data in our old system and I was convinced we would lose half of it. The ClickWerxs onboarding team had everything imported in two days — every contact, every deal, every note. They even rebuilt our automations. The whole CRM setup was done in under a week.”
Book a free onboarding call and let our team handle your CRM migration, pipeline configuration, and team training. You will be up and running in days.