CRM Configuration
Structure pipelines, fields, stages, and records around the way your business actually works.
AI & AUTOMATION • PRODUCTIVITY SYSTEMS
Connected Systems for Clearer Operational Visibility
Reduce data silos and gain clearer visibility into business activity through connected CRM environments, structured data flows, dashboards, integrations, and documented operating procedures.
CRM & Data FlowsDashboardsSOP-Ready Systems
OPERATIONAL SYSTEMS
DataStructured
PipelinesVisible
SOPsDocumented
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PRODUCTIVITY SYSTEM CAPABILITIES
Build a clearer operating layer around your tools, data, and workflows.
Operational productivity systems bring together the information, integrations, reporting, and procedures teams need to work with less fragmentation.
Data Synchronization
Connect approved systems so key information can move between platforms with less manual duplication.
Data Hygiene
Clean duplicates, map fields, organize records, and improve the reliability of operational information.
Executive Dashboards
Create real-time or regularly updated views of the metrics and activity leaders need to see.
Workflow Documentation
Document ownership, system steps, hand-offs, and maintenance responsibilities.
Productivity Integrations
Connect scheduling, forms, CRM, reporting, and related systems within a defined operating architecture.
SYSTEM DESIGN PRIORITIES
Make the operating system easier to understand, maintain, and use.
TSU combines system configuration with data organization and documented workflows so teams are not relying on disconnected tools or tribal knowledge.
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Toolstack Audit
Review current systems, overlaps, gaps, and how information moves today.
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Pipeline Mapping
Define stages, statuses, ownership, and the information required at each step.
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Field & Data Design
Standardize fields, naming, and record structures before migration or synchronization.
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Cross-Platform Integration
Map compatible API or integration paths between approved systems.
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Dashboards & Reporting
Build views that surface the operational metrics and pipeline activity that matter.
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SOPs & Maintenance
Document the system so teams know how to use it and who owns ongoing upkeep.
HOW IT WORKSPHASE 01 PHASE 02 PHASE 03 PHASE 04
A structured path from system audit to operational clarity.
The TSU CRM & Analytics framework provides the foundation for configuring connected productivity systems and executive reporting.
System Audit
Analyze current toolstacks, data flows, sales-stage definitions, and reporting gaps.
Configuration & Integration
Map custom pipelines, connect approved APIs, and synchronize data across platforms.
Data Migration & Hygiene
Deduplicate, clean structured data, map fields, and migrate historical records where included.
Dashboard Launch & SOPs
Build analytics views, create team guidance, and document system maintenance protocols.
DEDICATED STAFFING
Includes 2-Week Risk-Free TrialChoose the expertise level that fits your needs.
Dedicated roles are structured around a 160-hour-per-month full-time equivalent, with discounted rates for longer commitments.
Data Admin Associate
$888.00 / mo$5.55 / hr • 160 hours/month
6-Month$843.60 / mo
1-Year$799.20 / mo
2-Year$754.80 / mo
CRM Specialist
$1,080.00 / mo$6.75 / hr • 160 hours/month
6-Month$1,026.00 / mo
1-Year$972.00 / mo
2-Year$918.00 / mo
Systems & Analytics Expert
$1,304.00 / mo$8.15 / hr • 160 hours/month
6-Month$1,238.80 / mo
1-Year$1,173.60 / mo
2-Year$1,108.40 / mo
Data Architecture Lead
$1,635.20 / mo$10.22 / hr • 160 hours/month
6-Month$1,553.44 / mo
1-Year$1,471.68 / mo
2-Year$1,389.92 / mo
Rates shown reflect the supplied TSU service framework. Final scope and responsibilities are confirmed before engagement.
CREATE A CLEARER OPERATING SYSTEM
Get Started Ready to reduce tool and data fragmentation?
Tell us which systems your team uses, where information gets stuck, and what leadership needs to see. We will help you define the right productivity architecture.