Full Name *
Email Address *
Phone / WhatsApp *
Company / Business Name *
Your Role * —Please choose an option—Owner / FounderMarketing ManagerOperations / AdminAgency / ConsultantOther
Website or Main Social Link
Industry * —Please choose an option—Real Estate & ConstructionFinance & Professional ServicesLegalHealthcareRetail & E-commerceHospitality & FoodManufacturingTechnologyNon-profitOther
Location / Time Zone *
What do you need? * New CRM setupCustomize existing CRMMigrate to a new CRMIntegrationsAutomation / workflows
Current system * —Please choose an option—None / spreadsheetsHubSpotZohoSalesforceGoHighLevelPipedriveOther
Preferred CRM platform —Please choose an option—HubSpotZohoSalesforceGoHighLevelPipedriveCustom-builtNot sure - recommend one
Number of users *
Approximate number of contacts / records —Please choose an option—Under 1,0001,000 - 10,00010,000 - 50,00050,000+
Where do your leads come from? * Website formsSocial media / adsEmailPhone callsReferralsMarketplacesEvents
Features needed * Lead & pipeline managementEmail automationSMS / WhatsAppAppointment bookingQuotes / invoicesTask managementReports & dashboardsClient portal
Tools to integrate
Describe your current sales process *
Data migration needed? * Yes - from spreadsheetsYes - from another CRMNo
Team training needed? YesNo
Data privacy or compliance requirements
Budget Range (USD) * —Please choose an option—Under $500$500 - $1,000$1,000 - $2,500$2,500 - $5,000$5,000 - $10,000$10,000+Not sure yet For ongoing services, select your monthly budget.
Preferred Start Date
Deadline / Launch Date
Are you the final decision-maker? * YesNo - others will be involved
Upload Files (references, existing assets, brief) Multiple files allowed. Max 10 MB each. PDF, JPG, PNG, SVG, AI, DOCX, ZIP.
Anything else we should know?
How did you hear about SCG? —Please choose an option—Google searchInstagramFacebookLinkedInTikTokReferralExisting clientOther
I agree that Simple Consultant Group may contact me by email or phone about this request.
