Keep track of every customer
Every customer, call and follow-up in one place, so nothing falls through the cracks.
Packages and prices
What each package includes and what it costs. Your exact price falls within the range shown, and you get it before any work starts.
One place for every customer (CRM)
For small businesses losing track of leads, customers and follow-ups.
$700 - $1,500
Set by how much contact cleanup and how many connections you need.
What’s included
- Help choosing the right customer system for you, such as HubSpot
- Your sales steps laid out, from first contact to paying customer
- Your contacts imported and cleaned up
- Your website forms and email connected
- Follow-up reminders, so no one is forgotten
- Team training and a one-page cheat sheet
Outside costs, like your web address, Shopify plan or apps, are paid by you directly to the provider. We list them before you decide.
Optional care plans
For those who want continued support after we finish the project. Care plans are optional: your project is complete without one.
Essential
$50/month (Customer system (CRM))
Businesses that want their customer list kept in order
- Help and settings changes in your CRM (users, fields, sales stages)
- Yes
- Customer list kept clean (duplicates merged, missing details flagged)
- Yes
- Monthly report on your customers and leads
- Yes
- Email templates set up for you
- No
- A new automatic follow-up (workflow), one a month
- No
- We reply within
- 2 business days
- Discount on new projects
- None
Recommended
Growth
$100/month (Customer system (CRM))
Businesses that want follow-ups to happen on their own
- Help and settings changes in your CRM (users, fields, sales stages)
- Yes
- Customer list kept clean (duplicates merged, missing details flagged)
- Yes
- Monthly report on your customers and leads
- Yes
- Email templates set up for you
- Yes
- A new automatic follow-up (workflow), one a month
- Yes
- We reply within
- 1 business day
- Discount on new projects
- 10%
Plans start on launch day. 3-month minimum, then month to month. Pay for a year upfront and get 2 months free.
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