Get fully set up, optimized, and ready to scale with expert onboarding tailored to your business.

Clean system structure
Organized sales pipelines
Working automations
Accurate tracking and reporting
Team adoption from day one

Free

Free
Onboarding Call
✓ 30 minute orientation call
✓ Platform overview
✓ Q&A session
✓ Getting started guide
✓ Resource recommendations

$350

$350
Professional Setup
✓ Account configuration
✓ Import existing clients
✓ Public integrations setup
✓ 3 sales pipelines setup
✓ Services calendars setup
✓ Stripe integration
✓ 5 workflows setup
✓ Phone and WhatsApp support

$750

$750
Enterprise Setup
✓ Full account configuration
✓ All integrations setup
✓ Data migration support
✓ 5 sales pipelines setup
✓ Services calendars setup
✓ Full products setup
✓ Stripe integration
✓ 10 workflows setup

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Launch faster with pre-built CRM tools designed to help you grow from day one.

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Book a call with an expert to get personalized guidance for your business.

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See it in action — schedule your personalized live demo and explore all features firsthand.
CRM onboarding is the structured process of setting up your system, configuring pipelines, importing data, connecting integrations, and training your team to use Triggant CRM effectively from day one.
The timeline depends on your selected plan.
The Onboarding Call is completed in one 30 minute session.
Professional Setup typically takes a few business days.
Enterprise Setup may take one to two weeks depending on integrations and system complexity.
Yes. Both Professional and Enterprise plans include importing your existing clients. Enterprise includes deeper data migration support. For complex migrations, you can review our dedicated Data Migration service page.
Professional Setup focuses on structured configuration such as pipelines, workflows, calendars, and essential integrations.
Enterprise Setup includes full account configuration, advanced integrations, extended workflow setup, product structuring, and migration level support for more complex businesses.
Yes. Every plan includes guidance. The Onboarding Call provides a structured introduction. Higher tier plans include hands on setup plus support guidance to ensure proper system adoption.
If you are switching from another CRM and require complete data transfer including pipelines, automations, and assets, we recommend reviewing our Data Migration service for a structured transition plan.
Yes. You can start with a lower plan and upgrade to Professional or Enterprise if your business requires deeper configuration and support.
Onboarding is not mandatory, but it significantly increases your success rate. Proper setup ensures automation accuracy, clean pipelines, and faster ROI from Triggant CRM.