What Goes Into a CRM?
One place for every customer, quote and task — so nothing slips through the cracks.
We’ll implement an existing CRM or develop a custom one, depending on which option makes the most sense for your business. We’ll migrate your existing data and connect the system to your invoicing software, calendar and email.
Sound Familiar?
Someone tracks quotes in a spreadsheet, and only that person knows the status of each one.
You can’t say how many open quotes you have or what they’re worth in total.
You promised to call a customer back, then forgot — and they bought from someone else.
What’s Included in a CRM Project?
Off-the-shelf system or custom development — first, we check whether an existing tool can meet your needs with the right configuration. We only build something custom when it’s the better investment.
Data migration — we transfer customer information from your spreadsheets, emails and legacy systems, cleaning it up along the way.
Sales pipeline — from first enquiry to closed deal, tailored to your actual process.
Automated reminders — callbacks, quote follow-ups and expiring contracts: the system reminds you, so you don’t have to rely on memory.
Reporting — see at a glance where each deal stands and where your revenue comes from.
Integrations — invoicing software, calendar, email and website forms, with data flowing automatically to where it belongs.
One decision-maker who is available at the beginning and end of the project.
Access to your current spreadsheets, email and systems.
Around one hour per week during the project for discussions and testing.
What We Need From You
Digital Systems Plan — decide whether you need an off-the-shelf or custom system and what it should include.
Configuration or development — build the first working version around your processes.
Data migration and testing — transfer your data and test the system using real cases.
Training and handover — show your team how to use it and fine-tune the setup during the first few weeks.
How It Works
CRM Start
390 000 HUF + VAT
CRM Selection: Comparison of up to 3 off-the-shelf CRM solutions, recommendation, and joint decision-making
Users: Up to 5
Sales Pipeline: 1 pipeline with up to 8 stages
Custom Fields: Up to 20
Data Migration: Filtering of duplicate and incomplete records
Integrations: 1 (e.g. website form, calendar, or email)
Automated Reminders and Rules: Up to 3
Proposal or Email Template: 1
Reporting: 1 basic report
Access Levels: 2 (admin and user)
Training: 2-hour online session plus a quick-start manual (up to 10 pages)
Post-Implementation Support: 30 days of email support plus one 30-minute review session
Bug Fixing Period: 30 days
CRM Business
790 000 HUF + VAT
Custom CRM
2,9 M HUF + VAT
Packages
Scope: Includes all features and services from the Start plan
Users: Up to 15
Sales Pipelines: 2–3
Custom Fields: Up to 50
Data Migration: Up to 10,000 records from up to 4 sources
Data Cleaning and Standardization: Standardized names, phone numbers, and addresses
Integrations: 3 (e.g. invoicing software, email, and calendar)
Automated Reminders and Rules: Up to 10
Proposal or Email Templates: 3
Reporting: Management dashboard with up to 3 reports
Access Levels: Up to 4
Training: 2 sessions (user and admin training), plus a user manual
Post-Implementation Support: 60 days, including 2 review sessions
Bug Fixing Period: 60 days
Custom Development
Users: As specified, with no per-user fees
Sales Pipelines: As specified
Custom Fields: As specified
Data Migration: As specified
Data Cleaning and Standardization: Standardized names, phone numbers, and addresses
Integrations: Up to 2 included in the base price
Automated Reminders and Rules: As specified
Proposal or Email Templates: As specified
Reporting: Management dashboard
Access Levels: As specified
Training and Documentation: User and admin training, plus full documentation
Bug Fixing Period: 90 days
FAQ
Which CRM do you recommend?
We don’t have a single favourite. We recommend the system that fits your business, processes and budget. If none of the available options is suitable, we can build a custom solution.
What happens to our existing data?
We migrate it. Before the transfer, we clean up duplicate entries and incomplete records.
Who owns the system and the data?
You do. For custom development, you also receive access to the source code.
How long does implementation take?
An off-the-shelf system typically takes a few weeks. Custom development depends on the scope; the Digital Systems Plan will clarify this.
Start With the Digital Systems Plan
Before spending money on a CRM, let’s work out what you actually need.
2026 All rights reserved.
Friendly AI Studio
We bring order to the digital operations of small and medium-sized businesses: CRM, custom websites, connected systems and AI teams — all planned together and delivered through one point of contact.
Services
· Digital Systems Plan
· CRM Development
· Custom Website
· Internal Digitalisation
· AI Team
· Voice AI
Contact
hello@friendlyai.studio
+36 20 220 2726
Online, based in Budapest
Monday–Friday, 9:00 am–6:00 pm