Customer Relations Management
You need a new CRM if you:
- Own a business or are in charge of a business
- Have more than 10 contracts/projects a month
- Have contracts, invoices, multiple clients, busy schedule
- Need help with managing automations
- Need to spend less administrative time on your business and let more be automated
- Need help strategizing your business day to day flow
Packages
Basic $3,000
Setup:
- Automate up to 3 administrative tasks to help business move automatically
- Integrate up to 3 additional programs into your CRM for max efficiency (ex. Calendar, Banking)
- Set up to 3 workflows to make work follow a set standard
- Import data including contracts (up to 100) invoices (up to 50) contacts (up to 100)
- No Monthly Support
- 2 Strategy Zoom calls
- 1 Review call
- 1 Training call
Medium $4,500
Setup:
- Automate up to 6 administrative tasks to help business move automatically
- Integrate up to 6 additional programs into your CRM for max efficiency (ex. Calendar, Banking)
- Set up to 6 workflows to make work follow a set standard
- Import data including contracts (up to 150) invoices (up to 75) contacts (up to 200)
- 2 Strategy Zoom calls
- 1 Review call
- 1 Training call
Addon $499 monthly
6 Month Support:
- Adjustments for up to 4 workflows
- System training for business owner
- 45min zoom meetings up to 3x monthly for assistance
Large $6,000
Setup:
- Automate up to 10 administrative tasks to help business move automatically
- Integrate up to 8 additional programs into your CRM for max efficiency (ex. Calendar, Banking)
- Set up to 8 workflows to make work follow a set standard
- Import data including contracts (up to 200) invoices (up to 150) contacts (up to 300)
- 2 Strategy Zoom calls
- 1 Review call
- 1 Training call
Addon $699 monthly
6 Month Support:
- Adjustments for up to 10 workflows
- System training for business owner and 2 team members monthly
- 45min zoom meetings weekly for assistance
Additional Services
Additional CRM Items
Each additional automation, integration or workflow over contracted package - $50
Each additional 100 data points - $50
Zoom Calls $99
After your contract is completed and you need additional guidance you can purchase on an as needed basis 45min 1:1 call
Continuing Support $299
Once your contract has completed and you should want monthly support this may be purchased. This includes answering any follow up questions. Helping navigate the system, 2 30min zoom calls per month.
Monthly Audits $299
Audits allow for system clean ups. These can be done monthly. This includes the following.
- all workflows are working to max efficiency.
- projects are in correct stages from planning all the way through archiving
Quarterly Audits $599
Audits allow for system clean ups. These can be done quarterly. This includes the following.
- all workflows are working to max efficiency.
- projects are in correct stages from planning all the way through archiving
- automations are efficient
- template review and updates
Yearly Audits $1500
Audits allow for system clean ups. These can be done yearly. This includes the following.
- all workflows are working to max efficiency.
- projects are in correct stages from planning all the way through archiving
- automations are efficient
- template review and updates
- yearend system reports pulled and put into presentation for filling
ARE YOU READY TO GET STARTED?
Let's talk about how we can help with your CRM and VA needs
We have multiple monthly packages for any needs.