CRM Setup & Implementation
CRM Account Setup – $500
• CRM platform selection guidance (HubSpot, Mailchimp, Constant Contact etc.)
• Account creation & configuration
• Contact, lead, and pipeline setup
• Custom fields, tags, and segmentation
• Integration with email, website forms, and other tools
• Basic training & onboarding for team
Monthly CRM Management Plans
CRM Starter Plan – $200 / month
• Monthly data review & cleanup
• Pipeline monitoring & updates
• Basic reporting on leads and contacts
• Email reminders & workflow setup guidance
• Monthly summary report
CRM Growth Plan – $400 / month
• Everything in Starter Plan
• Advanced automation & workflows
• Custom reporting & dashboards
• Integration monitoring with marketing & sales tools
• Monthly strategy call to optimize CRM usage
Full-Service CRM Plan – $650 / month
• Everything in Growth Plan
• Lead scoring & segmentation strategy
• Multi-channel integration (email, social, website)
• Sales & marketing alignment support
• Bi-weekly strategy calls & performance insights
• Ongoing process optimization
Add-On Services
• Additional Workflow Setup – $75 / workflow
• Custom Reporting Dashboards – $100 / month
• Team Training & Onboarding – $150 / session
• Data Migration from Old Systems – $200 one-time