CRM Plans for Local Service Businesses

Choose the CRM system that fits your current stage: start with lead capture, improve lead conversion, or keep growing your CRM month by month.

Lead Capture System

Stop losing leads before the sales process even starts.

Best for: businesses using calls, texts, forms, referrals, or social messages and tired of tracking everything manually.

Setup: $1,050

Monthly: $97/month

Lead Capture System

Stop losing leads before the sales process even starts.

Best for: businesses using calls, texts, forms, referrals, or social messages and tired of tracking everything manually.

Setup: $1,050

Monthly: $97/month

For service businesses that are already getting leads but need a simple way to capture, organize, and follow up with every new opportunity.

We set up your CRM foundation with a lead pipeline, connected lead form, booking calendar, starter follow-up workflow, and live guidance — so every lead has a place, a status, and a next step.

👉 View Lead Capture System

Lead Conversion System

Turn more leads into paying clients with faster follow-up and smarter communication.

Best for: businesses that already have demand coming in and need a better system to respond, follow up, nurture, and close more opportunities.

Setup: $1,500

Monthly: $297/month

Lead Conversion System

Turn more leads into paying clients with faster follow-up and smarter communication.

Best for: businesses that already have demand coming in and need a better system to respond, follow up, nurture, and close more opportunities.

Setup: $1,500

Monthly: $297/month

For service businesses that already receive leads but lose opportunities because follow-up is slow, inconsistent, or too manual.

This plan includes everything in the Lead Capture System, plus automated reminders, WhatsApp integration, AI-assisted first response, human handoff, and up to 3 key automations built around your sales process.

👉 View Lead Conversion System

Revenue Growth Program

Keep improving your CRM as your business grows.

Best for: businesses that already have lead capture and conversion in place and want to keep building a stronger system for leads, clients, payments, communication, and operations.

Monthly: $597/month

(for at least 3 periods)

Revenue Growth Program

Keep improving your CRM as your business grows.

Best for: businesses that already have lead capture and conversion in place and want to keep building a stronger system for leads, clients, payments, communication, and operations.

Monthly: $597/month

For businesses that already have their CRM foundation in place and want ongoing help improving their system month by month.

Each active month (or period if you need it faster), we focus on one main CRM improvement based on what your business needs most — such as payment workflows, contracts, email campaigns, client reactivation, AI improvements, automations, forms, pipelines, or reporting.

You get strategy, implementation, related adjustments, and a simple monthly progress summary so your CRM keeps becoming more useful over time.

👉 Apply for Revenue Growth Program

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 Lead Capture System ($1050) and want to move to the Lead Conversion System, you’ll only pay an additional $450 (not $1,500).

With the Revenue Growth Program, you pay a flat $597/month. There are no additional monthly charges — $597/month is your total while the Lead Conversion System 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.

How Do You Know Where to Start?

You don’t have to guess.

Click below; let's meet and answer a few quick questions.

We’ll recommend the right starting point for your business.

Why This Is Different

We don’t sell software.

We don’t throw a CRM at you and say “good luck.”

We:

Simplify everything
Set it up with you
Adapt the system to your business
Guide you step by step

Because growth shouldn’t feel chaotic.

It should feel clear.

GetIDX is operated by Intelligent Digital eXperience, formerly Imagine Digital eXpressions and previously known online as IDX.Marketing. We now specialize in CRM systems, lead follow-up, and automation support for growing businesses.