Starter
CRM & Follow-Up Foundation
Small businesses that need a simple, organized system for managing leads, contacts, appointments, and follow-up — instead of relying on spreadsheets, inboxes, sticky notes, and manual reminders.
What's Included in Starter
Starter gives your business one central place to manage every customer inquiry — instead of juggling spreadsheets, sticky notes, email inboxes, and memory. We set up a simple customer database (CRM) where every contact, conversation, and appointment lives in one organized spot. We add a calendar so customers can book appointments directly. We build up to three automated workflows that handle repetitive tasks for you — like instantly responding to new leads, sending appointment reminders, and following up with prospects automatically. You get a clear dashboard showing your leads, appointments, and sales pipeline at a glance. No technical experience required — we build it, train you, and handle the setup.
Detailed Feature Breakdown
Click any feature to see a plain-language explanation of what it does and how it helps your business.
What's Included in Your Monthly Subscription
Platform access
Full access to your CRM, contacts, forms, calendars, conversations, pipeline, and reporting.
Basic workflow monitoring
We keep an eye on your automated workflows to make sure they're running correctly.
Basic support
Reach us by email or chat for questions and help with your system.
1 minor configuration change per month
Each month, we'll make one small change or tweak to your system at no extra cost — like adjusting a message or updating a field.
Not Included in Starter
To keep pricing honest, here's what's not part of this package:
- ✕A full custom website
- ✕AI phone receptionist
- ✕Advanced AI messaging
- ✕Custom software integrations
- ✕Ongoing blog content production
- ✕Lead generation or paid advertising
- ✕Advanced multi-step workflows
How the Billing Works
$595 setup + $245 first month = $840 to start — the setup fee pays for building, configuring, testing, and launching your system. The monthly subscription pays for continued access and recurring services.
Usage-based costs — including phone calls, AI usage, SMS, email sending, lead data, and premium third-party tools — may be billed separately and are not included in the monthly subscription.
Ready to Get Started with Starter?
Book a free consultation and we'll confirm whether Starter is the right fit — or recommend a better option for your business.
