CRM & Workflow Automation
CRM and workflow automation that matches how work moves.
Connect intake, pipeline, follow-up, scheduling, reporting, and documented process.
Choose a buying lane
Clear scope. Visible pricing. One next step.
Automation works best when it follows a clear operating model rather than adding another isolated tool.
CRM + Automation
CRM Quick Start
$1,125 setup + $200/mo
Stand up one practical pipeline with the workflows needed to begin.
Best for
One business or location moving from manual lead handling into a structured CRM.
- 1 business/location and 1 pipeline
- Up to 2 forms and 1 calendar
- 5 standardized workflows
- Basic routing, follow-up, and reminders
- Dashboard and permissions
- Snapshot-led configuration
- Recorded training, handoff, and 3 revisions
Why it helps
A narrow first system creates consistency without overbuilding.
CRM + Automation
CRM Essential
$3,500 setup + $200/mo
Create a connected lead, appointment, and onboarding foundation.
Best for
Teams with multiple intake paths and a need for clearer ownership and reporting.
- Up to 2 pipelines, 3 forms, and 2 calendars
- Up to 10 workflows
- Lead routing and nurture
- Appointment, no-show, and basic onboarding flows
- Roles, permissions, source tracking, and dashboards
- Up to 3 standard integrations and light migration
- Process mapping, training, dual QA, and 3 revisions
Why it helps
A shared operating record reduces dropped handoffs and makes ownership visible.
CRM + Automation
Most PopularCRM Growth
$7,500 setup + $200/mo
Coordinate more teams, workflows, integrations, and reporting.
Best for
Growth operations with several pipelines and increasingly complex customer journeys.
- Up to 5 pipelines, 6 forms, and 5 calendars
- Up to 25 workflows
- Advanced routing, nurture, and reactivation
- Reviews, onboarding/offboarding, and staff workflows
- Up to 6 standard integrations
- Attribution, KPI reporting, and scoped migration
- Company-specific SOP architecture, training, dual QA, and revisions
Why it helps
A governed workflow system expands capacity while keeping process observable.
CRM + Automation
CRM Infrastructure
$15,000+ setup + $200/mo
Build a governed CRM architecture for operational complexity.
Best for
Multi-location and multi-department organizations with custom migration and reporting needs.
- Multi-location and multi-department architecture
- Advanced workflows
- SOP and process architecture
- Permissions and governance
- Complex migration
- APIs, webhooks, and custom integrations
- Advanced dashboards, QA, training, and handoff
Why it helps
Complex operations need one designed architecture for data, permissions, and process.
Scope notes
Not sure which package fits?
A strategy call confirms fit, dependencies, timing, and any third-party costs before work begins.