CRM & Client Management

Streamline your business operations with a custom CRM system tailored to manage client relationships, sales, and marketing. From automation and lead management to detailed reporting, we help you stay organized, nurture relationships, and grow your business efficiently.

STARTER

$850

Best for: Small businesses or solopreneurs looking to organize their client data and manage relationships with ease.

  • CRM setup (let’s discuss which platform you use.

  • Contact list import & organization

  • Basic pipeline setup (Lead, Prospect, Customer)

  • Basic email automation (welcome sequences, reminders)

  • Integration with email marketing platform

  • Basic reporting/dashboard setup

  • 1 hour of post-setup training

STANDARD

$2000

Best for: Growing businesses needing more automation and integration between systems to optimize client management.

  • All features in the Basic CRM Setup

  • Custom pipeline stages (e.g., sales funnel, customer lifecycle)

  • Advanced email automation (follow-ups, segmented email campaigns)

  • Integration with other tools (calendar, task manager, social media, etc.)

  • Custom reports and dashboards (sales, activity tracking, etc.)

  • Client segmentation for personalized marketing

  • 2 hours of post-setup training & optimization

PREMIUM

$5000

Best for:

  • All features in the Growth CRM Package

  • Full custom CRM setup (specific to business needs)

  • Multiple pipelines (sales, support, service)

  • Advanced automation (e.g., customer retention campaigns, lead scoring)

  • Integration with accounting, invoicing, and e-commerce platforms

  • 2 Month Dedicated account manager for ongoing support

  • Advanced analytics & reporting setup (KPIs, sales forecasting)

  • 3 hours of post-setup training

47% of users said that their CRM had a strong impact on customer satisfaction.