CRM Integration Pricing

If you’re already using a CRM like Dynamics 365 or Salesforce, here’s what you’ll pay to connect it to Cargas Energy.

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CRM Integration

$5,000 

$2,500 (50% OFF for Cargas CRM Customers)

Starting at 20 users

Connect your existing CRM system to Cargas Energy. Take advantage of discounted integration pricing by making Cargas your CRM partner. Contact us.

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CRM Implementation Packages

If you would like to purchase Microsoft Dynamics 365 CRM and connect it to Cargas Energy, we have several options to help you get started.

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Fast Start

$9,995

2–3 weeks

Up to 5 users

Perfect for companies experienced with CRM who just need help with the initial setup. We’ll stand up your chosen CRM platform, connect it to Cargas Energy, and your team handles the rest.

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Quick Growth

$17,495

6–8 weeks

Up to 15 users

Ideal for companies with an experienced sales and marketing team who want to build a system that can grow with them. We’ll set up your software with the functionality you need to see results fast.

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Growth Plus

$25,995

8–12 weeks

Up to 50 users

Designed for companies looking for the support of a strategic partner to grow their sales and marketing capabilities. We’ll help you customize your CRM to meet your needs and maximize results.

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Fast Start

Free
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup:
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software:
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop:
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns:
  • Connect your existing* web forms to your CRM:
  • Build customized workflows between your marketing automation tool and your CRM:
  • Customize the lead view in your CRM:
  • Customize the opportunity view in your CRM:
  • Customize the customer account view in your CRM:
  • Customize the pipeline stages in your CRM to match your sales process:
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action: 1
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities:
  • Access to online training resources:
  • CRM administrator training:
  • User training:
  • Reporting training:
  • Estimate for Power BI training:
Buy Now

Quick Growth

Free
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup: 2
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software: 10 custom fields / entity
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop: 2 hours
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns: 4 lists
  • Connect your existing* web forms to your CRM: 1 form
  • Build customized workflows between your marketing automation tool and your CRM:
  • Customize the lead view in your CRM: 10 custom fields
  • Customize the opportunity view in your CRM: 10 custom fields
  • Customize the customer account view in your CRM: 10 custom fields
  • Customize the pipeline stages in your CRM to match your sales process: 5 stages
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action: 3
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities: 2
  • Access to online training resources:
  • CRM administrator training:
  • User training: 3 hours
  • Reporting training:
  • Estimate for Power BI training:
Buy Now

Growth Plus

Free
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup: 3
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software: 20 custom fields / entity
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop: 4 hours
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns: 4 lists
  • Connect your existing* web forms to your CRM: 2 forms
  • Build customized workflows between your marketing automation tool and your CRM: 10 hours
  • Customize the lead view in your CRM: 20 custom fields
  • Customize the opportunity view in your CRM: 20 custom fields
  • Customize the customer account view in your CRM: 20 custom fields
  • Customize the pipeline stages in your CRM to match your sales process: 8 stages
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action: 5
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities: 4
  • Access to online training resources:
  • CRM administrator training:
  • User training: 3 hours + 1 hour Q&A
  • Reporting training: 3 hours
  • Estimate for Power BI training:
Buy Now
Software Setup
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup:
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software:
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop:
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup:
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software:
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop:
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup:2
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software:10 custom fields / entity
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop:2 hours
  • Activate Your CRM software:
  • Set up your CRM users:
  • Set up system security:
  • Document security setup:3
  • Create a test environment:
  • Create a visual map of your business processes:
  • Customize your CRM software:20 custom fields / entity
  • Connect your CRM to Cargas Energy:
  • Connect your CRM to your email (Outlook):
  • Connect your CRM to your Office 365 tools (SharePoint, OneNote):
  • Deliver an estimate for integrating other systems with your CRM:
  • Deliver an estimate for our team to scrub your CRM data:
  • Implementation & Adoption Success Workshop:4 hours
Marketing Automation
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns:
  • Connect your existing* web forms to your CRM:
  • Build customized workflows between your marketing automation tool and your CRM:
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns:
  • Connect your existing* web forms to your CRM:
  • Build customized workflows between your marketing automation tool and your CRM:
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns:4 lists
  • Connect your existing* web forms to your CRM:1 form
  • Build customized workflows between your marketing automation tool and your CRM:
  • Connect your CRM to an email automation system (Mailchimp, Constant Contact):
  • Connect your CRM to a marketing automation tool (ClickDimensions):
  • Create lists of contacts for marketing campaigns:4 lists
  • Connect your existing* web forms to your CRM:2 forms
  • Build customized workflows between your marketing automation tool and your CRM:10 hours
Sales
  • Customize the lead view in your CRM:
  • Customize the opportunity view in your CRM:
  • Customize the customer account view in your CRM:
  • Customize the pipeline stages in your CRM to match your sales process:
  • Customize the lead view in your CRM:
  • Customize the opportunity view in your CRM:
  • Customize the customer account view in your CRM:
  • Customize the pipeline stages in your CRM to match your sales process:
  • Customize the lead view in your CRM:10 custom fields
  • Customize the opportunity view in your CRM:10 custom fields
  • Customize the customer account view in your CRM:10 custom fields
  • Customize the pipeline stages in your CRM to match your sales process:5 stages
  • Customize the lead view in your CRM:20 custom fields
  • Customize the opportunity view in your CRM:20 custom fields
  • Customize the customer account view in your CRM:20 custom fields
  • Customize the pipeline stages in your CRM to match your sales process:8 stages
Business Growth
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action:
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities:
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action:1
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities:
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action:3
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities:2
  • Set up specialized tools for managing service agreements:
  • Set up email notifications so your team knows when to take action:5
  • Create customized workflows triggered by email notifications:
  • Create customized workflows to manage your leads and opportunities:4
Training
  • Access to online training resources:
  • CRM administrator training:
  • User training:
  • Reporting training:
  • Estimate for Power BI training:
  • Access to online training resources:
  • CRM administrator training:
  • User training:
  • Reporting training:
  • Estimate for Power BI training:
  • Access to online training resources:
  • CRM administrator training:
  • User training:3 hours
  • Reporting training:
  • Estimate for Power BI training:
  • Access to online training resources:
  • CRM administrator training:
  • User training:3 hours + 1 hour Q&A
  • Reporting training:3 hours
  • Estimate for Power BI training:

Fast Start

Free
Buy Now

Quick Growth

Free
Buy Now

Growth Plus

Free
Buy Now

Additional Options

Free
  • Additional marketing lists: $500 / list
  • Additional web form integrations: $500 / form
  • ClickDimensions Marketing Automation Setup & Training | Our team will configure your new marketing automation system and teach you how to use it.: $2,500
  • Advanced Administrator Training | The next level of training for your CRM administrator: $1,000
  • Reporting Workshop | A hands-on session where we help you build the reports, views, and dashboards you need.: $1,000
  • Homeowner Transfer Automation | Automated process to manage homeowner transfers and capture new customers: $1,000
  • Adoption Success Package | Ongoing support from the Cargas team to ensure you get the most out of your new system.: $500 / month
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  • Additional marketing lists:
  • Additional web form integrations:
  • ClickDimensions Marketing Automation Setup & Training | Our team will configure your new marketing automation system and teach you how to use it.:
  • Advanced Administrator Training | The next level of training for your CRM administrator:
  • Reporting Workshop | A hands-on session where we help you build the reports, views, and dashboards you need.:
  • Homeowner Transfer Automation | Automated process to manage homeowner transfers and capture new customers:
  • Adoption Success Package | Ongoing support from the Cargas team to ensure you get the most out of your new system.:
  • Additional marketing lists:$500 / list
  • Additional web form integrations:$500 / form
  • ClickDimensions Marketing Automation Setup & Training | Our team will configure your new marketing automation system and teach you how to use it.:$2,500
  • Advanced Administrator Training | The next level of training for your CRM administrator:$1,000
  • Reporting Workshop | A hands-on session where we help you build the reports, views, and dashboards you need.:$1,000
  • Homeowner Transfer Automation | Automated process to manage homeowner transfers and capture new customers:$1,000
  • Adoption Success Package | Ongoing support from the Cargas team to ensure you get the most out of your new system.:$500 / month

Additional Options

Free
Buy Now

Let’s Chat

Is Dynamics 365 CRM the right fit for you? Contact us to learn more.