Transform Your Business with Proven CRM Solutions

Stop wasting 15+ hours a week on manual tasks. Turn your disconnected customer data into a streamlined, automated system that will increase sales, improve follow up, and simplify operations. Get back to what your business does best — providing great products and services.

Our Service Packages and Pricing

  • Price: $1,000 one-time setup + optional $100/month support


    Best For: Solo entrepreneurs, new businesses, or very small teams (1–3 users)

    Includes:

    • Audit of existing customer management processes

    • CRM platform selection (chosen based on market or needs)

    • Contact organization & import

    • Basic pipeline setup (Leads → Opportunities → Customers)

    • Email integration (Gmail/Outlook)

    • 1 automated follow-up sequence

    • Training: 1-hour walkthrough + recording

    • Optional monthly support (light tweaks & questions)

  • Price: $2,000 setup + $200/month optional retainer


    Best For: Local retail, professional services, or home service businesses scaling past startup phase

    Includes:

    • CRM setup or overhaul (chosen based on market and needs)

    • Contact + deal pipeline customization

    • Lead capture form or chatbot setup

    • 3–5 custom workflows (e.g., auto-follow-up, birthday reminders, new lead alerts)

    • Email campaign setup + template creation

    • Light reporting dashboards

    • Team onboarding (up to 3 users)

    • Optional: Monthly reporting & ongoing optimization

  • Price: $3,500–$5,000 setup + $400/month retainer (optional)

    Best For: Real estate agents, insurance teams, med spas, or service companies with 3–10 users

    Includes:

    • Strategic discovery session + workflow mapping

    • Multi-channel lead source integration (website, forms, social, events)

    • Customized pipeline(s) for multiple service lines

    • Automated SMS/email touchpoints across full customer lifecycle

    • Referral tracking & re-engagement automation

    • Advanced reporting + client tagging/segmentation

    • CRM + tools integration (e.g., MLS, ServiceTitan, Shopify)

    • Staff training

  • Starting at: $500

    Best For: Businesses that just need help with a few key pieces, or aren’t sure where to start

    Don’t need a full package? Need something in-between?
    Our “Fit for You” service lets you build exactly what you need — no more, no less.

    How it Works:

    1. Free 30-to-60 minute consult – We talk through what you’re trying to fix or improve.

    2. Custom proposal and presentation – You get a clear plan and flat-rate pricing for only the pieces you need.

    3. You approve, we build – No bloated scope.

    Popular Fit-for-You Projects:

    • “I just need my contacts from my phone and excel organized and synced with Gmail.” — $500

    • “I need one automation to follow up with new leads from my website.” — $600

    • “Can you fix my existing HubSpot workflows and make them actually work?” — $750–$1,200

    • “I want to integrate Calendly and Mailchimp into my CRM.” — $500–$900

    • “I want 1:1 help picking a CRM and setting it up right from the beginning.” — $750

    Includes:

    • Your choice of platform and best industry practices

    • Flat-rate pricing — no surprise hours

    • Training or documentation for anything we build

    Perfect for:

    • Budget-conscious businesses that need just a few hours of expert help

    • People who’ve tried to set it up themselves but got stuck or it took too much time.

    • Businesses not ready for full automation but want to stop missing follow ups

Our Service Plan to Streamline, Automate, and Grow Your Business

Discovery & Strategy

We begin with a deep dive into your business to design the right system for your goals.

  • Business Process Review – We uncover inefficiencies, missed revenue, and time-consuming tasks.

  • CRM Recommendations – We match you with the best-fit platform (HubSpot, Zoho, Salesforce, etc.).

  • Data Audit – We assess your customer records to prep for import.

  • Implementation Plan – You receive a clear roadmap with timelines and pricing.

  • Free Consultation – No risk. Keep all insights even if you don’t move forward.

Implementation

We set up, configure, and launch your new centralized system so it fits your business like a glove.

  • Custom Setup – Fields, pipelines, permissions, integrations – all tailored to you.

  • Data Migration – Secure, clean import of all your customer info.

  • Workflow Automation – We automate lead follow-up, email sequences, and task reminders.

  • Dashboards & Reporting – Visualize sales, retention, and key KPIs.

Training and Support

We go live with your system with training and 30 days of included support and weekly check ins.

  • Team Training – Live sessions to get your team up and running

  • Go-Live Support – Launch day help and immediate issue resolution.

  • 30-Day Optimization – Weekly check-ins to fine-tune performance.

  • Optional 90-Day Add-on – Unlimited email support + weekly calls post-launch.

Additional Services

We offer powerful add-ons for growing businesses:

  • AI & Automation – Make use of upcoming Agentic Workflows and AI automations. Smart lead scoring, behavior-based journeys, predictive insights, automatic task handling or customer support.

  • Systems Integration – Sync with additional services such as ERPs, accounting, inventory, or custom software.

  • Marketing Automation – Personalized campaigns, loyalty programs, and content tools to keep your customers coming back.

  • Operations Optimization – Quarterly audits, sales coaching, or strategic CRM consulting.

Questions before getting started? Get in touch.