Ensuring your Success

Leveraging existing data, bringing in new data sets and having the ability to customize CRM (if needed) to further fit your agency can be important ingredients to CRM success.

Data Services

Initial Data Migration and One-Off Bulk Data Import

  • Description: Import of existing data sets (Prospects, Referral Sources and Referrers are separate data sets) or import of one-off lists you create or acquire.  (Note - all data must be provided to Target 20 CRM in our Excel import template format. Service does not include data cleansing or de-duplication.)
  • Price: $95/data set

CRM Customization Services

Basic Customization

  • Description: Creation of fields, reports, dashboards and workflow rules specific to your agency
  • Price: Typically ~$95 - $1,495/customization depending on level complexity.  To be quoted based on requirements

Advanced Customization

  • Description: Development of custom code and/or system integration based on your unique needs
  • Price: To be quoted based on requirements