Portugal Your business

Start your business in Portugal: CRM consultant

You help businesses choose, configure and use their CRM systems. To set up or relocate your business to Portugal, describe consulting, implementation and support separately. If you resell licences or receive commissions from a software vendor, include those income streams too: they are distinct from the project work or consulting days you charge to clients.

Let’s discuss your project

A few details to understand your business and the next step.

Bertrand Jayol receives your enquiry for an initial assessment. Referral to the partner is considered with your agreement. Privacy

Your circumstances come first Understand the steps ahead No online purchase required

01 / Your business

How you earn shapes the questions to ask

  • Reviewing sales processes and defining requirements for a CRM selection.
  • System configuration, data migration and connections with existing business tools.
  • User support, practical training and any separately offered licence resale.

02 / Next steps for your project

Questions to prepare your application

  1. Which CRM systems and services make up your current offer?
  2. Do clients buy licences directly or through your business?
  3. Will you work alone, with other integrators or with business partners?
Tell us about your project

Portugal

Before you incorporate

Registering as self-employed and incorporating a company are different routes. The choice depends on how your business actually operates. A Portuguese company alone does not determine your tax residence or the treatment of every source of income.

Information to gather

  • Your country of residence and where you actually work.
  • A description of the services or products you sell.
  • Whether your customers are businesses or individuals, and their countries.
  • Any shareholders, existing business structure and your planned timing.

Sources and references

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Tell us about your project

Tell us about your circumstances to prepare the next step.

Bertrand Jayol receives your enquiry for an initial assessment. Referral to the partner is considered with your agreement. Privacy