CRM Pricing & Setup Plans for Small Businesses

Plans & Pricing

You don’t need another tool.

You need a simple system that keeps you organized, follows up automatically, and gives you control — without adding stress.

✔ That’s what we build with you.

✔ Step by step.

In simple terms.

With real support.

Plans & Pricing

The Essential System

Start with Order

If right now:

✔ Your leads are in WhatsApp, text messages, or your memory

✔ You forget to follow up

✔ You don’t know exactly where each client stands

✔ Everything feels scattered

This is your starting point.

We organize your business first.

What You Get

✔ Your CRM fully set up for your

business

✔ A clear visual client pipeline

✔ One key automation working (follow-up or appointment flow)

✔ One connected form

✔ Two live implementation sessions with us

✔ Access to our monthly support webinar

You won’t be left alone with a platform.

We build it with you and leave it working.

$750 Setup

$97 per month

Best for businesses that need structure before scaling.

The Pro System

Automated Follow-Up

This is for businesses that are already generating leads—but know they’re losing opportunities because there’s no system behind them.

Here we don’t just organize.

We automate communication.

What You Get

✔ Everything in The Essential System

✔ Dedicated business phone line inside your CRM

✔ Automated SMS reminders

✔ WhatsApp integration

✔ AI Voice & Text Assistant activated

✔ Up to 3 key automations built for your process

✔ An additional strategy session per quarter

Your leads don’t sit.

They get followed up automatically.

Your clients get reminders without you chasing them.

$1,500 Setup

$297 per month

Best for businesses ready to operate professionally and stop losing money to missed follow-ups.

Optimization Program

Your System Evolves With You

Available after completing The Pro System.

This is not technical support.

This is strategic evolution.

As your business grows, your system must improve too.

Every month, we refine, improve, and optimize your processes so your CRM actually works for you — long term.

What You Get

✔ One 60-minute strategy session
✔ Up to 2 new improvements or automations
✔ Follow-up and messaging optimization
✔ Process adjustments as your business grows
✔ Structured priority support
✔ Monthly progress summary

No chaos.
No guessing.
No abandoned system.

$597 per month

Best for business owners who want ongoing clarity, control, and continuous improvement.

The Essential System

Start with Order

If right now:

✔ Your leads are in WhatsApp, text messages, or your memory

✔ You forget to follow up

✔ You don’t know exactly where each client stands

✔ Everything feels scattered

This is your starting point.

We organize your business first.

What You Get

✔ Your CRM fully set up for your

business

✔ A clear visual client pipeline

✔ One key automation working (follow-up or appointment flow)

✔ One connected form

✔ Two live implementation sessions with us

✔ Access to our monthly support webinar

You won’t be left alone with a platform.

We build it with you and leave it working.

$750 Setup

$97 per month

Best for businesses that need structure before scaling.

The Pro System

Automated Follow-Up

This is for businesses that are already generating leads—but know they’re losing opportunities because there’s no system behind them.

Here we don’t just organize.

We automate communication.

What You Get

✔ Everything in The Essential System

✔ Dedicated business phone line inside your CRM

✔ Automated SMS reminders

✔ WhatsApp integration

✔ Up to 3 key automations built for your process

✔ An additional strategy session per quarter

Your leads don’t sit.

They get followed up automatically.

Your clients get reminders without you chasing them.

$1,500 Setup

$297 per month

Best for businesses ready to operate professionally and stop losing money to missed follow-ups.

Optimization Program

Your System Evolves With You

Available after completing The Pro System.

This is not technical support.

This is strategic evolution.

As your business grows, your system must improve too.

Every month, we refine, improve, and optimize your processes so your CRM actually works for you — long term.

What You Get

No chaos.
No guessing.
No abandoned system.

$597 per month

Best for business owners who want ongoing clarity, control, and continuous improvement.

STILL NOT SURE?

Frequently Asked Questions

Are there any additional costs besides the monthly plan?

Yes. In addition to your monthly plan, some services have usage-based costs, such as phone calls, SMS, and emails. The total depends on how much you use the system.

Example (approx.):

With $4 in usage, you can get roughly:

- 60 outbound calls

- 100 inbound calls

- 100 SMS texts

- 1,400 emails

Can I change plans at any time?

Yes. You can upgrade whenever you need to.

If you’ve already paid for The Essential System ($750) and want to move to The Pro System, you’ll only pay an additional $750 (not $1,500).

With the Optimization Program, you pay a flat $597/month. No added monthly charges—$597/month is your total while the Pro plan is active.

What’s included in the setup, and what automations can you build?

We can set up your pipeline, calendar, forms, invoices, and more—plus simple automations (one trigger, up to five steps), fully tested and connected before they go live.

Is this just a CRM, or do you actually set it up for me?

It’s more than a CRM. We set everything up for you—then guide you step by step so it actually gets used.

I’ve tried CRMs before and abandoned them… what’s different here?

Most CRMs fail because you’re left alone after signup. With us, you get implementation, structure, and real human support—so the system fits how you work.