CRM SETUP / DATA CLEANUP / TEAM TRAINING

Off the spreadsheet in weeks, not someday.

Tessaly sets up CRMs for small businesses: helping you choose one, cleaning and importing your contacts, building one simple pipeline and getting your team using it.

Start with a call
SPREADSHEETNEWTALKINGQUOTEDWONONE PIPELINE

WHAT WE BELIEVE

One pipeline to start.

Most small teams need one clear sales process before they need automation. We start there.

A bill you can predict.

We total the real cost at your headcount, including minimums and the plan you'll need next year.

Your data stays yours.

Before you commit, we test an export so that you know you can leave.

WHAT WE DO

01

Choosing a CRM

The right size. A plain recommendation based on your team, budget and how you actually sell.

NEEDS REVIEW · REAL COST · SHORTLIST · EXPORT TEST

02

Setup and import

Clean data, day one. Contacts cleaned, duplicates merged, one pipeline built and your email connected.

DATA CLEANUP · DEDUPING · PIPELINE · EMAIL

03

Team training

So that people use it. Short practical sessions and a one-page guide, so that the CRM becomes part of the week.

TRAINING · ONE-PAGE GUIDE · FIRST 30 DAYS · CHECK-IN

METHOD

Four steps, written down.

01

Listen

A call about how you sell and where things get missed.

02

Choose

A written recommendation with the real yearly cost.

03

Set up

Clean import, one pipeline, email connected.

04

Settle in

Training, a one-page guide and a 30-day check-in.

QUESTIONS

Who have you worked with?

Tessaly is a new company and has no published client list or case studies yet. We agree the work in writing first so that you know exactly what you're getting.

Do you sell a CRM?

No. We set up CRMs made by other companies, and we'll tell you if we have any commercial relationship with one.

What does it cost?

It depends on your contact list and team size. We quote after the first call.

Do you do everything in-house?

Some work may be delivered with specialist partners. If so, we say who and for what up front.

Tell us what's living in your spreadsheet.

Tell us your team size and how you keep track of customers today. We'll reply with whether we can help.

hello@thebestcrmforsmallbusiness.com