How it works
From first call to a CRM your team uses.
How onboarding works.
01
Discovery call
Day 1We learn your business, how your team is set up, the tools you already use, and where things currently get dropped.
02
Mapping how you work
Day 1–2We map your pipeline and the handful of processes around it — how leads come in, who picks them up, and what has to happen next.
03
Building your CRM
Day 2–3We build it around that map: your stages, your fields, your reports, connected to the tools you already have open.
04
Testing and adjusting
Day 3–4We run your real workflows through it, fix what feels wrong, and cut anything nobody needs before your team sees it.
05
You're live
Day 5Your team starts working in it. We stay on to adjust things as real work runs through it.
Common questions
Questions people actually ask.
Ready to see how EITABASE fits your specific business?
Explore our 20+ native integrations or start your custom build.