CHOOSE THE PERFECT SYSTEM FOR YOUR BUSINESS

Select the plan that best fits your needs and seamlessly adapts to support your future growth. We can customize these packages as well.

Starter CRM

$149/mo

One Time Set Up Fee

$575

For solo operators, consultants, or new service businesses who need a simple contact and lead management system with basic automated follow-ups.

Includes:

• CRM contact database

• Lead capture forms

• Email automation (basic follow-up)

• Appointment calendar booking

• Basic reporting dashboard

• Email support

**Still - An absolute powerhouse and still leaps beyond any other system, and it's expandable to grow with you.

Growth CRM

$297/mo

One Time Set Up Fee

$1250

For growing small businesses that need real automation, 2-way texting, funnels, call tracking, and pipeline management (contractors, coaches, home services, local business, etc.).

Includes everything in Starter, plus:

• Sales pipelines and deal tracking

• Funnels and landing page templates

• 2-way texting and call tracking

• SMS and email marketing automation

• Ringless voicemail & workflow triggers

• Appointment calendar with reminders

• Priority support

Elite CRM

$497/mo

One Time Set Up Fee

$1950

For established businesses or teams who want full automation buildout done for them, branded AI assistant (Jessica), website + CRM integration, and custom onboarding support.

Best for multi-person offices, real estate, funding agencies, agencies, training companies, etc.

Includes everything in Growth, plus:

• Done-for-you CRM setup and automation builds

• Website or landing page integration

• AI Assistant / Smart receptionist (Jessica) setup

• Dedicated onboarding and support

• Custom branding and white labeling

• Team training (Zoom calls)

• VIP priority support

We help business owners access funding with confidence and set up simple systems that replace scattered apps, missed follow-ups, and disorganized communication — all with

real human guidance.

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