BYstudio. CRM implementation budget worksheet
Version: 22 October 2026
https://bystudio.ru/en/solutions/crm-implementation-cost/

Project and estimate date:
Client process owner:
Current CRM and selected plan:
Users, roles and pipelines:
Complete first-phase workflow:
Phase exclusions:

1. One-off work
For each item: volume, deliverable, fee or hours and rate,
owner, client dependencies and acceptance scenario.

Discovery and design:
Fields, pipelines and permissions:
Automation:
Data preparation and migration:
Website connection:
Other integrations:
Training and instructions:
Testing, corrections and handover:
ONE-OFF TOTAL:

2. Recurring expenses
For each item: vendor, payer, units, unit price, billing period,
minimum prepayment, taxes and renewal terms.

CRM:
Apps and connectors:
Telephony and messages:
Hosting and backups, where required:
Support and ongoing work:
FIRST-YEAR RECURRING TOTAL:

First-year budget = one-off work + all recurring expenses for 12 months.
Check that licences or support included in project fees are not counted twice.
Internal staff time and other costs excluded above:
Initial payment and subsequent due dates:
Assumptions, allowance for approved changes and estimate validity:

3. Acceptance
Sample order and expected result:
Connection failure and retry checks:
Trial migration sample, record reconciliation and permission checks:
Training and acceptance participants:
Account access, instructions and integration inventory to hand over:
Included support, duration and exclusions:
Open issues, correction owner and recheck:

An empty item needs agreement; it does not mean a zero cost.
Verify vendor prices against the official offer at the purchase date.
This worksheet is not a BYstudio commercial offer.