CRM Setup & Management
We build, configure, host, and fully manage a complete CRM for your business on the Lucky Duck platform — our own Clawdio-Pro CRM, built on ERPAL. No per-user license fees, no API limits, just one predictable managed monthly cost. It's what we recommend and run for most clients. Prefer Zoho? We also offer Zoho setup & support services — see below.
Our recommendation — the Lucky Duck CRM
A modern CRM is one of the most powerful small-business operations platforms on the market — integrated apps for sales, mail, books, support, projects, and marketing. For most clients we recommend our own Clawdio / ERPAL CRM, built and hosted on the Lucky Duck platform. We configure the apps you'll actually use, build the workflows your team needs, and integrate the tools you can't replace — then we run it for you. The advantage: no per-user license fees, no API limits, and one predictable managed monthly cost instead of paying by the seat. Three ways to engage us: a one-time setup, ongoing managed operations, or hourly support.
Start my CRM setupPrefer Zoho? We do that too
Some clients specifically want Zoho — and we can help. We've configured and run Zoho in production every day, so if Zoho is the right fit for you, we'll set it up properly and manage it for you across the whole suite: CRM, Mail, Books, Desk, Projects, Campaigns, Analytics, and 40+ apps. If you choose Zoho, it's licensed per user — we maintain it for you at $100/user/mo.
CRM, Mail, Books, Desk, Projects, Campaigns, Analytics — and 40+ more apps configured around how you actually work.
Discovery, app configuration, custom modules and fields, cross-app workflows, data migration, and onboarding training.
Ongoing managed Zoho operations, support, and tuning — the same hands-on team that runs Zoho for itself.
What we configure
Hands-on experience implementing each of these. Setup scope is a function of how many you actually need.
Leads, Contacts, Accounts, Deals. Pipeline stages, custom modules, custom fields, workflows, queries, mobile config.
Custom-domain email, mailbox provisioning, send-as, DKIM/SPF/DMARC, deliverability tuning, group inboxes.
Chart of accounts, recurring invoicing, payment processing (Stripe / ACH), expense tracking, bank reconciliation, CPA-friendly reporting.
Support tickets, departments, agents, SLAs, ticket routing, response templates, knowledge base, customer portal.
Project templates, task management, time tracking, milestone tracking, budgeting, client portal, billing integration.
Email marketing automation, list segmentation, drip campaigns, A/B testing, signup forms, deliverability monitoring.
Cross-app dashboards, custom reports, KPI tracking, scheduled email digests pulling from every connected app.
Custom functions for workflows, scheduled jobs, REST integrations, webhook handlers — the glue code that makes the stack do your specific thing.
Lead → Deal → Project → Invoice → Payment → Ticket flows wired across the apps. The whole-stack integration most DIY deployments never reach.
Setup tiers (one-time engagements)
Fixed-bid engagements. All tiers include discovery, configuration, data migration if applicable, and onboarding training. License costs (if any) are separate.
All prices are starting points; final quote tailored after a brief discovery conversation. Want a recurring relationship instead? See Managed Operations as a Service (MOaaS) — from $500/month.
Why Lucky Duck
Lucky Duck Productions LLC runs its own CRM, mail, books, support, project tracking, and marketing on the same platforms we configure for clients. Real production experience with every app — we've hit the gotchas before you do, and our recommendations come from operating the platform, not just reading docs.
Day-to-day operational muscle with every app we configure — not project-only expertise.
The same mail deliverability practices we've tuned for ourselves go into your setup.
The same Books invoice + Stripe payment flow we use to bill our own clients.
Custom CRM modules we've built for our own ops (DuckBot Deployments, etc.).
Free 45-minute discovery call. We talk about your business, confirm which apps you need, and turn around a fixed-bid setup quote within 1–2 business days — with the service agreement and an accept-and-pay link, all in one.
