Get your CRM set up right the first time

A CRM is only as valuable as the data inside it and the team using it. Trusty Oak's US-based specialists handle the full implementation, platform selection, data migration, custom pipelines, automation, and team training, so your CRM works the day it goes live.

Why most CRM rollouts stall

Buying the software is the easy part. These are the implementation problems that quietly kill adoption.

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Wrong platform for the work

You picked a CRM based on a sales pitch, not your actual workflows. Now half the features go unused and the rest don't fit.

Messy or duplicate data icon

Messy or duplicate data

Contacts live in spreadsheets, inboxes, and old tools. Migrating it without a cleanup just moves the mess into a new system.

No automation in place icon

No automation in place

The CRM is a glorified address book. Without workflows, follow-ups, and triggers, your team is still doing everything manually.

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The team won't use it

If logging activity feels like extra work, reps and staff skip it. Without adoption, your pipeline data is fiction.

CRM implementation specialist working with a business owner

How Trusty Oak runs your CRM implementation

You don't need a six-figure consultant or a long agency engagement to get your CRM right. Our US-based Specialists work hands-on inside your platform at a flat $50/hour. We map your workflows, configure pipelines and automations, migrate clean data, integrate the tools you already use, and train your team, then stay on for ongoing management if you want continuity.

What a CRM implementation costs

Drag the sliders to build a monthly plan that fits your CRM project.

Executive Assistants
~$35/hour
10 hours $350
Specialists
~$50/hour
20 hours $1,000
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

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Frequently asked questions

A Trusty Oak CRM implementation covers platform selection, data migration and cleanup, custom pipelines and fields, workflow automation, integrations with email/calendar/forms/billing/marketing tools, plus team training and written SOPs. The scope flexes with your business, but the goal is the same: a CRM that's accurate, automated, and adopted on day one.
Our Specialists have hands-on experience with HubSpot, Salesforce, Pipedrive, Go High Level, Zoho, Monday CRM, Keap, and others. If you've already chosen a platform, we'll work inside it. If you haven't, we'll help you pick one that fits your sales process, team size, and budget.
Most implementations run 4-8 weeks from discovery to go-live. Smaller setups with clean data can finish faster. Larger migrations with multiple integrations, complex pipelines, or messy legacy data take longer. Your Specialist gives you a phased timeline after the initial audit.
CRM implementation work is billed against your monthly Talent Budget at $50/hour for Specialists. Most implementations fit inside a 1-3 month engagement, and budgets typically range from $1,000 to $5,000/month depending on scope. There's a one-time $300 Strategic Delegation Session at onboarding.
Yes, and most clients do this. Once your CRM is live, your Specialist can roll directly into ongoing CRM management, data hygiene, lead routing, pipeline updates, reporting, and integration monitoring, without re-onboarding or losing context.

Ready to get your CRM out of setup limbo?

Talk to a US-based Specialist about your platform, your data, and what a clean implementation would look like. No pitch deck, no hard sell.