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Investment & scope

CRM, Automation & AI Implementation Packages

Choose the right starting point for the operational problem you want to solve. Every engagement begins with process mapping and a clear build plan, so you know what will be delivered, what it will cost, and how success will be measured before implementation starts.

01 · Foundation CRM

R18,000–R54,000

For a focused sales, client-intake, or workflow upgrade with a defined outcome.

  • One CRM or operational workflow
  • Pipeline, board, or process architecture
  • Core automations and notifications
  • Data clean-up or migration planning
  • Team handover and launch support

Book a call to scope a Foundation build →

02 · Revenue & Operations System

R54,000–R150,000

For growing teams that need sales, delivery, reporting, and handoffs to work as one connected system.

  • Multi-stage CRM or operations system
  • Cross-team automation and approvals
  • Integrations with your key software stack
  • Leadership dashboards and reporting
  • Testing, training, and rollout support

Book a call to plan a Revenue & Operations System →

03 · AI-Enabled Operations

R150,000+

For businesses ready to connect AI, custom logic, and multi-team workflows to core operations.

  • Advanced workflow and approval architecture
  • Custom API integrations and private AI options
  • Document intelligence, lead intelligence, or internal knowledge systems
  • Dedicated project management and phased rollout
  • Ongoing optimisation available after launch

Book a call to discuss AI-enabled operations →

Not ready to commit to a build? Start with a paid AI Business Audit.

For R7,500, we review your current tools, manual work, data flow, handoffs, reporting gaps, and AI opportunities. You receive a prioritised written roadmap, estimated time and cost savings, and a debrief call with the recommended next step. The audit is designed for owners who want a commercially grounded plan before committing to implementation.

Explore the AI Business Audit →

Every implementation includes the work that makes adoption stick.

You are not paying for a collection of software settings. Every scoped implementation includes discovery and process mapping, solution design, configured workflows, practical testing, team training, documentation, and an agreed post-launch support period. Third-party subscriptions, messaging costs, and platform fees are billed directly by their providers unless we agree otherwise in writing.

Ongoing optimisation & support

After launch, clients can retain CompanyConnect.Tech for optimisation, new automation use cases, dashboard improvements, AI quality control, staff onboarding, and strategic systems support. The right support model depends on the number of workflows, platforms, and teams involved, so it is scoped after the initial build or audit.

Common questions before you book

How quickly can a project start?

Focused builds can normally begin after a short discovery and scope confirmation. Larger systems are planned in phases so the highest-value workflow goes live first.

Will we own the system after launch?

Yes. You retain ownership of the accounts, process documentation, and configured systems. We train your team to use and manage the solution confidently.

Can you work with the tools we already use?

Usually, yes. We assess your existing CRM, email, accounting, communication, and project-management tools before recommending the right implementation approach.

Get a clear scope and investment range.

Book a free 20-minute strategy call. We will identify the highest-impact operational gap, assess fit, and tell you whether a focused build, a larger system, or an AI Business Audit is the right next step.

Book a free strategy call →

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