CRM and workflow automation that matches how work moves.

$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

A narrow first system creates consistency without overbuilding.

$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

A shared operating record reduces dropped handoffs and makes ownership visible.

$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

A governed workflow system expands capacity while keeping process observable.

$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

Complex operations need one designed architecture for data, permissions, and process.