We set up your CRM around how you actually sell, then keep it running — pipelines, users, data, and reporting. Use it on its own, or pair it with our qualified leads so every new opportunity lands in the right place.
For businesses that already have inquiries coming in and need a better way to manage them. $599 to set up, then $399 a month.
Depending on your business, setup can include:
Ongoing management can include:
Monthly management covers day-to-day administration and small changes. It isn’t unlimited custom development — larger projects fall outside the monthly plan.
Our most complete plan. We generate and screen your leads, deliver them directly into a CRM we set up and manage, and help you keep your sales process organized.
The $1,000 minimum is your total monthly spend, including the $299 CRM management fee and your lead purchases — not $1,000 in leads on top of the fee.
Exclusive, qualified leads for your business — nothing else to buy.
Your lead commitment is based on your market, industry, and expected lead volume.
Qualified leads delivered straight into a CRM we set up and manage for you.
The $1,000 minimum is your total monthly spend, including the $299 CRM management fee and your lead purchases.
CRM setup and ongoing management for the inquiries you already get.
No lead purchases required.
Yes. CRM Only is for businesses that already have inquiries coming in and want a CRM that’s set up properly and kept in good shape. It’s $599 to set up and $399 a month, with no lead purchases required.
The day-to-day work of keeping your CRM useful: administration, pipeline maintenance, user and field changes, data cleanup, troubleshooting, small workflow changes, and a basic review of your reporting. It isn’t unlimited custom development — larger projects fall outside the monthly plan.
With CRM + Leads, qualified leads are entered into your CRM automatically, tagged with where they came from, and routed to the right person on your team, with an internal notification so new opportunities don’t sit unnoticed. Pipeline stages and basic follow-up reminders help keep each one moving.
It depends on the plan. Leads Only has no setup fee and no monthly fee; instead, we agree on a monthly lead commitment based on your market, industry, and expected lead volume. CRM + Leads has a $1,000 minimum total monthly spend, and that total includes the $299 CRM management fee and your lead purchases. CRM Only is $399 a month.
Tell us how you track leads today and what isn’t working. We’ll recommend CRM Only or CRM + Leads and walk you through setup.
A few details about how you manage leads today and we’ll recommend the right CRM plan — free, no obligation.