ServicesConnected Tools

Connected Tools

Connect the tools the business already uses. A connection is scoped before it is promised.

CRM Setup
Set up one CRM, one pipeline, and one intake source. The license stays with you.
- One pipeline with up to eight stages and ten custom fields
- Two user roles and one intake source
- One simple follow-up automation
- Up to 1,000 clean contacts from one CSV
- One 60-minute training
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Connect Existing Tools
Connect tools the business already pays for. Each connection is checked before it is promised.
- One trigger and action, one record type, and up to ten mapped fields
- Basic failure alerts and duplicate prevention
- A test walkthrough
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Workflow Automation
Move one repeated task between tools the business already uses.
- Up to two supported tools, five action steps, and one simple branch
- A process map, implementation, and representative testing
- A failure alert and a walkthrough
- The standard integration needed for that same flow
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Business Tech Setup
Availability confirmed during scoping.
- Business email and domain setup (Google Workspace or Microsoft 365)
- Shared drives and file organization
- User accounts and a password manager
- Calendars and booking
- Device and app setup for your team
Third-party platforms are managed through PHASEGRADE.
API compatibility is not guaranteed.
Third-party subscriptions are not included.
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Migration and cleanup
One CSV, up to 1,000 records, and one target object. Historical activity and fuzzy merging are separate.
- Agreed field mapping and an exact-match deduplication rule
- A dry-run sample
- Final count reconciliation and an exception report
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Availability confirmed during scoping.

Third-party platforms are managed through PHASEGRADE.

API compatibility is not guaranteed.

Third-party subscriptions are not included.

A laptop, tablet, and phone on a desk, linked by soft glowing lines

The tools the business already pays for, connected so a repeated task can move between them. CRM setup covers one CRM, one pipeline, and one intake source, and the license stays with you. Connecting tools you already pay for, or moving one repeated task between them, is checked before it is promised. The work is managed through PHASEGRADE, and third-party subscriptions are not included.