Services

Effortlessly manage your customer relationships and streamline business operations with our tailored CRM solutions. From setup to ongoing support, we provide the tools and expertise you need to stay organized and efficient.

Our Plans:

CRM Setup & Customization – Starting at $425/project

Best for businesses that need to clean up or build out their CRM systems from scratch.

Includes:
✔ Data migration from your current systems
✔ Custom configuration & automation flow setup
✔ Pipeline, tag, and lead tracking build-out
✔ Client onboarding & nurture workflow setup
✔ Light team training and handover

Hourly CRM Support – $35/hour

Perfect for occasional CRM tweaks, updates, or issues—without needing a full retainer.

Support may include:
✔ Client profile updates and database management
✔ Dashboard edits, reports, and list cleanup
✔ Troubleshooting + CRM admin support
✔ Automation tweaks and system fine-tuning

📆 Monthly CRM Retainer – $575/month

Up to 20 hours of CRM management per month
Designed for business owners who rely on their CRM for daily operations and need regular, ongoing support.

Includes:
✔ Ongoing database upkeep + tracking
✔ Workflow automation + optimization
✔ Monthly system health checks + improvements
✔ Troubleshooting, CRM cleanup, and follow-through
✔ Performance audits and priority support

💡 Need a custom CRM setup or a more robust package? We offer tailored solutions based on your platform and team needs.

Best For:
Coaches, service providers, and growing teams who want to stop stressing over their backend systems and start making their CRM actually work for them.

Results You Can Expect:

• Accurate and well-maintained client data.

• Improved customer satisfaction with timely communication.

• Streamlined workflows and automated processes.