One system
No more scattered follow-up
Leads, accounts, contacts, opportunities, tasks, and cases stay tied together.
We set it up
Workflow before software
We map your sales process, migrate clean data, build dashboards, and train your team.
We operate it
Monthly improvements
Fields, views, reports, automations, and small fixes keep pace as your process changes.
Leads, accounts, contacts, opportunities, tasks, cases, dashboards, reports, email templates, custom fields, and simple automations in one managed system.
We map your workflow, configure the workspace, import clean data, build your first dashboards, and train the people who will use it every week.
Your plan includes a controlled queue for CRM improvements: fields, layouts, reports, dashboards, templates, users, and simple workflow adjustments.
Every new lead has a source, owner, status, and next step so follow-up does not depend on memory.
Stage-based opportunities, next steps, close dates, and dashboards that show what is real and what is stuck.
Won deals can create handoff tasks and customer cases so delivery starts with the right context.
Calls, reminders, due dates, and owner views keep reps and managers aligned on what needs attention.
Custom fields, layouts, list views, templates, reports, and simple automations stay aligned with your workflow.
See lead sources, open pipeline, overdue tasks, stale deals, and handoff activity without rebuilding reports in spreadsheets.
Find where leads, follow-ups, handoffs, and reports leak today.
Map lead sources, ownership, follow-up rules, sales stages, and handoff points.
Identify the dashboards leadership needs to trust the system.
Separate standard setup from custom integrations, cleanup, or major rebuilds.
Turn the agreed workflow into a CRM your team can use daily.
Configure users, fields, layouts, pipeline stages, reports, and simple automations.
Import clean data and connect records to owners, next steps, and dashboards.
Train reps, managers, and the internal owner before go-live.
Keep the CRM current instead of letting it decay after setup.
Review usage, stale deals, overdue tasks, and dashboard accuracy.
Prioritize the included monthly improvement queue with one client owner.
Document what changed and what should be improved next.
Book a CRM Workflow Audit and we will map how leads, deals, follow-ups, handoffs, and reporting should work in one managed system.
For a simple sales workspace with contacts, tasks, a basic pipeline, and a starter dashboard.
/mo
$1,500-$2,500 setup
Simple pipeline, contacts, and tasks
Basic owner dashboard
Limited monthly CRM changes
Best for one clear sales process and a lighter monthly operating cadence.
The flagship plan for service businesses that need sales, handoffs, reporting, automation, and monthly improvements.
/mo
$3,500-$7,500 setup
Sales and customer handoff workflow
Dashboards, reports, and simple automations
Up to 5 small CRM improvements/month
Monthly CRM operating review
For companies too serious for spreadsheets but not ready to hire a CRM admin.
For heavier workflows, custom objects, integrations, multiple teams, and a deeper operating cadence.
/mo
$10,000+ setup
Heavier workflow and object setup
Integration scoping and migration planning
Dedicated monthly operating cadence
Major custom builds, messy cleanup, and third-party vendor coordination are quoted separately.
RidgeCRM is a managed CRM service for growing B2B service businesses. We provide the software, setup, hosting, workflow configuration, dashboards, simple automations, and monthly CRM improvements so your team does not need to hire a CRM admin.
The audit maps how leads, follow-ups, deals, handoffs, reporting, and current tools work today. That lets us recommend the right workspace, dashboards, automation, setup scope, and pricing before you commit to implementation.
Small requests include field changes, layout edits, dashboards, reports, list views, templates, users, minor import fixes, and simple automations. Larger custom integrations, messy data cleanup, custom apps, and major workflow rebuilds are scoped separately.
RidgeCRM is best for owner-led B2B service businesses with valuable leads, repeated follow-up, messy sales-to-service handoffs, and no internal CRM owner. If you only want the cheapest software subscription, we are probably not the right fit.
Those are strong software platforms. RidgeCRM is for companies that need the software plus an operator who configures it, maintains it, updates dashboards, handles small improvements, and keeps the workflow aligned with the business.
CRM workflow ideas, implementation lessons, and practical notes for service-business operators.
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Managed CRM for growing B2B service businesses.