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Professional Setup

Understand the one-time setup service, delivery process, add-ons, support, and training.

Overview

Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.

What is Professional Setup?

A guided configuration service tailored to your business.

What is included?

Review account, branding, payment, numbering, sample, and reminder setup.

Timeline

Understand the path from request to go live.

Add-ons

Choose data import, training, forms, templates, or custom assistance.

Support

Know what setup-related support is included.

Training

Use included resources or add personal and team sessions.

Step-by-step

  1. 1

    Request Professional Setup

    Visit the setup service page and email the CRM Gem support team.

  2. 2

    Discuss your business

    Share your workflow, currency, branding, payment details, and desired outcomes.

  3. 3

    Provide the required assets

    Send approved business information, logo, payment instructions, and sample data securely.

  4. 4

    Review the configuration

    Check your settings, sample records, documents, and reminder workflow.

  5. 5

    Approve and go live

    Confirm the final setup, complete payment terms, and begin using the workspace.

Helpful tips

  • Prepare your logo and business details before the discussion.
  • Nominate one person to approve configuration decisions.
  • List any data import or training needs early so they can be quoted.

Common mistakes

  • • Sending incomplete billing information.
  • • Assuming a subscription is included in the one-time fee.
  • • Requesting custom development as part of the standard setup scope.

Frequently asked questions

How much does Professional Setup cost?

The standard one-time service is USD 79 or LKR 24,000. Add-ons are priced separately.

Does the service include training?

Training videos and help articles are included. Personal and team live training are available as add-ons.

How do I request the service?

Use the Request Setup action on the Professional Setup page to email support@smartbiztoolls.com.

Ready for professional configuration?

Review the complete scope, pricing, add-ons, and request process.

View Professional Setup

Related guides

Contact Support

Contact email support, request Professional Setup or training, report bugs, and suggest features.

Getting Started

Set up your account, business profile, branding, first client, and first project.

Billing & Subscription

Compare Free and Pro, manage currency and payment methods, and handle your subscription.

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