1. Assess Needs and Set Goals

Description: Identify the specific needs of your business and set clear goals for what you want to achieve with CRM Runner. This includes understanding the features you need and how they will integrate with your existing processes.

Timeframe: 1-2 weeks

2. Choose the Correct CRM Application

Description: Evaluate CRM Runner's features to ensure they align with your business requirements. This step involves comparing different CRM solutions if necessary and deciding on CRM Runner.

Timeframe: 1-2 weeks

3. Build an Implementation Team

Description: Assemble a team that includes key stakeholders from various departments such as sales, marketing, IT, and customer service. This team will oversee the implementation process.

Timeframe: 1 week

4. Create a Change Management Plan

Description: Develop a plan to manage the transition to the new CRM system. This includes communication strategies, training plans, and addressing any resistance to change.

Timeframe: 1-2 weeks

5. Plan Your CRM Implementation Budget

Description: Determine the budget for the implementation, including costs for software, training, data migration, and any additional resources needed.

Timeframe: 1 week

6. Data Migration

Description: Transfer existing data into CRM Runner. This step is crucial and can be time-consuming, especially if there is a large amount of data to migrate.

Timeframe: 1-3 months, depending on the volume and complexity of the data

7. Set Up Automations and Integrations

Description: Configure CRM Runner to automate workflows and integrate with other tools and systems used by your business.

Timeframe: 2-4 weeks

8. Training and User Acceptance Testing

Description: Train your team on how to use CRM Runner effectively. Conduct user acceptance testing to ensure the system meets the needs of the users and functions as expected.

Timeframe: 2-4 weeks

9. Go Live and Post-Implementation Support

Description: Launch CRM Runner and provide ongoing support to address any issues that arise. Collect feedback from users and make necessary adjustments.

Timeframe: 1-2 months for initial support, with ongoing support as needed

Total Estimated Time

The total time for implementing CRM Runner can range from approximately 2 to 6 months. This timeframe can vary based on factors such as the size of the business, the complexity of the data migration, and the level of customization required.

Visibility and Customization:

• CRM Runner allows users to control what they see and how the platform looks and feels. This includes customizing the visibility of features and adjusting the platform layout to create a personalized experience that aligns with the company's needs. Users can include necessary elements and exclude unnecessary features, and as the company grows, additional functionalities can be easily activated through the customization tab.

Custom Fields:

• The software offers the ability to tailor the CRM in each module to address different business needs. Custom fields enable businesses to capture, track, and analyze specific data relevant to their processes. This feature enhances data accuracy and relevance, improves segmentation and targeting, and streamlines business processes by integrating specific data requirements directly into workflow automation.

Customizable Templates and Dashboards:

• CRM Runner provides customizable templates and dashboards that can be edited to match user preferences and requirements. This includes customizing fields, forms, emails, views, SMS, product logos, templates, reports, and dashboards to suit client requirements.

Role-Based Permissions:

• The software includes a role-based permission feature that allows management to assign different levels of access to employees, ensuring that each user has access to the necessary information per department, which improves efficiency and productivity.

API and Integrations:

• CRM Runner supports API integrations, allowing businesses to connect the CRM with other tools and systems they use. This enhances the software's capabilities and ensures seamless integration with existing business solutions.

Scalability and Growth:

• As businesses expand, CRM Runner can scale with them. The platform allows for the activation of additional features as needed, supporting the growth trajectory of the company.

1. Setup Fees and Configuration Costs:

CRM Runner may involve initial setup and configuration costs, especially if extensive customization is required to match your business processes. This includes system configuration, user setup, permissions, and integration with existing infrastructure.

2. Data Migration Fees:

Transferring existing customer data into CRM Runner can incur data migration fees. The complexity and volume of data will influence these costs, which cover technical expertise and tools needed for a secure transfer.

3. Storage Costs:

The account includes 2GB of storage. If this limit is exceeded, additional storage can be purchased in 10GB increments at $10 per month.

4. Add-Ons and Integrations:

Additional modules and integrations to enhance CRM functionality may come at extra costs. Examples include advanced analytics, marketing automation tools, and enhanced customer service features.

5. Maintenance and Support Charges:

CRM Runner offers ongoing support, which may include costs for technical support, updates, and maintenance. These are essential for ensuring the system runs smoothly and efficiently.

6. Communication Costs:

Each communication line costs $10 per month, with additional charges for calls, SMS, and recordings, billed on a usage basis.

1. Training Videos and Custom Courses:

CRM Runner provides the ability to create customized training courses for employees. Businesses can upload unique training videos and create custom tests to certify employees, ensuring they are well-trained for their roles.

2. User Support:

CRM Runner offers comprehensive user support from installation and onboarding to daily use. Support options include how-to videos, a ticket system, email support, chat, and phone support. Visual tutorials are available for quick operational learning

1. Data Encryption:

CRM Runner employs data encryption protocols to prevent unauthorized access, extraction, or corruption of data. This ensures that data transmitted between the user's browser and the server is secure.

2. Secure Login:

Advanced authentication mechanisms, such as two-factor authentication (2FA), are used to enhance login security. This requires an additional verification step beyond the standard password, reducing the risk of unauthorized access.

3. Role-Based Access Control:

The system allows assigning roles to users based on their functions within the organization. This limits access to sensitive data to only those who need it, enhancing data security. All changes and access to data are logged for audit purposes.

4. GDPR Compliance:

CRM Runner helps ensure compliance with GDPR by managing consents, providing the right to be forgotten, and allowing customers to update their data. This includes secure data storage and the ability to respond promptly to customer requests regarding their data.

5. Regular Security Audits:

Regular security audits are conducted to identify and address potential vulnerabilities. This includes monitoring system logs and network activity to detect and respond to unusual activities promptly.

6. Data Backup:

Consistent data backups are performed to protect against data loss due to breaches or malware. This ensures that data can be restored quickly in case of any issues.

1. Frequency of Updates:

CRM Runner regularly releases updates to ensure the system remains secure, efficient, and equipped with the latest features. While the exact frequency of updates is not specified, it is common for CRM systems to receive updates periodically, which may include monthly or quarterly releases. These updates typically include bug fixes, security enhancements, and new functionalities to improve user experience and system performance.

2. Management of Updates:

Updates are managed through an automated system that notifies users of new releases. Users can subscribe to these notifications to stay informed about the latest updates and patches. This ensures that businesses can quickly apply updates and maintain the effectiveness of their CRM system.

1. Data Ownership:

CRM Runner's policy on data ownership ensures that businesses retain full ownership of their data. This means that all customer information, transaction records, and other data entered into the CRM system remain the property of the business. This is crucial for maintaining control over sensitive information and ensuring compliance with data protection regulations.

2. Data Portability:

CRM Runner supports data portability, allowing businesses to export their data if they decide to switch to a different CRM system or need to use the data for other purposes. This feature ensures that businesses can easily transfer their data without losing valuable information, facilitating a smooth transition and maintaining data integrity.

1. Scaling Up:

As organizational needs grow, CRM Runner allows businesses to scale up by adding more users, features, and storage. The platform is designed to be flexible and can accommodate the increasing demands of a growing business. Additional storage can be purchased in increments, and more communication lines or advanced features can be activated as needed.

2. Scaling Down:

If a business needs to scale down, CRM Runner offers the flexibility to reduce the number of users or deactivate certain features. This can help businesses manage costs more effectively by only paying for the resources they need. The platform's subscription model allows for adjustments to be made easily, ensuring that businesses can adapt to changing circumstances without being locked into unnecessary expenses.

1. Auto-Renewal: 

CRM Runner operates on a month-to-month subscription model. For convenience, the subscription auto-renews each month until the user decides to cancel the service. This ensures uninterrupted access to the CRM features and services. 

2. Cancellation Policy: 

Users can cancel their subscription at any time without prior notice. To cancel, users can navigate to the settings within the platform and select "cancel subscription." Alternatively, users can contact CRM Runner via email or phone to process the cancellation. 

If the service is canceled during the 14-day free trial period, no charges will be incurred. If canceled after the trial period, the user will be refunded for the month of use. 

3. Refund Policy: 

If a user is dissatisfied with the service and cancels after the trial period, they will be refunded for the month of use. This policy ensures that users are not financially penalized for deciding that the service does not meet their needs. 

4. Trial Period: 

CRM Runner offers a 14-day free trial period for new users to evaluate the software. During this period, users can explore the features and determine if the software fits their business needs without any financial commitment. 

1. GDPR (General Data Protection Regulation): 

CRM Runner complies with GDPR, ensuring that personal data is processed lawfully, kept secure, and only retained as long as necessary. The software supports documenting the lawful basis for data processing, maintaining data accuracy, and providing mechanisms for data access, rectification, and erasure. 

2. Data Privacy and Security: 

CRM Runner implements robust data privacy and security measures, including data encryption, secure login mechanisms, and role-based access control. These measures help protect sensitive customer data and ensure compliance with various data protection regulations. 

3. Audit Trails: 

The software maintains detailed audit logs that document all user interactions with sensitive data. This feature supports compliance by ensuring data access is secure and traceable, which is crucial for industries with stringent regulatory requirements. 

4. Integration with Regulatory Tools: 

CRM Runner can integrate with regulatory tools such as KYC (Know Your Customer) and AML (Anti-Money Laundering) systems. These integrations help businesses verify client identities, monitor suspicious activities, and ensure compliance with regulatory standards.