Create Life Long Clients

CRM Connect will help you build long lasting client relationships on autopilot!

Create Life Long Clients

CRM Connect will help you build long lasting client relationships on autopilot!

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Order Summary

24/7 Tech Support
Create Unlimited Websites
Membership & Course Builder
Social Media Calendar & Posting
Payments & Custom Invoice Builder
Create Unlimited Automations
Refunds & Cancellation Request Management
Automatic Invoice Reminders
Reporting & Analytics
Shopify Integration

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Implementation Package Details

$10,000 Standard - Website, Email, E-commerce & More

This package provides comprehensive CRM setup and integration, ensuring your business systems are aligned and optimized. Key features include:

CRM Setup/Tech Call (4 hours): Assistance with app download, initial integrations, and troubleshooting. Additional time is available at an extra fee.
Google My Business: Connection to an existing account or creation/setup at an additional fee.
Social Media Integration: Connection to Three (3) social media business page, with options for additional page setup for a fee.
Communication Tools: Setup of Twilio or LC Calling for text features and integration of Stripe/PayPal for payment processing.
Email & Calendar Integration: Sync email platforms (Google Workspace/Gmail/Office 365) and primary calendars with two-way sync. Additional calendar setup assistance is available for a fee.
Zoom Integration & Chatbot Installation: Connect your Zoom account and implement a chatbot for compatible platforms.

CRM Custom Build: Tailored to your business needs, including:

E-Commerce Store: Configuration of store for 4-6 products.
Funnels: Basic funnels/landing pages (max of 2) and automation workflows for each offering (e.g., nurture sequences).
Website: Includes five standard pages: Home, About/Meet the Team, Offerings/Services, Schedule/Meet Me (Appointment Page), Contact Us. These can be customized to your needs.
Pipelines: Opportunity/pipeline stages and automation triggers (1 pipeline, up to 10 opportunities).
SMS Marketing: Text blast sequences for marketing or lead capture (up to 6).
Scheduling Calendar: Creation of scheduling calendar for associated services (up to 6) and custom surveys/forms for offerings (1 per product, up to 6).
Contacts: Import of existing contacts (up to 5 CSV files) with Smart List creation for immediate communication.

$15,000 Pro - Standard + Email Templates, Courses & More

This package provides comprehensive CRM setup and integration, ensuring your business systems are aligned and optimized. Key features include:

CRM Setup/Tech Call (4 hours): Assistance with app download, initial integrations, and troubleshooting. Additional time is available at an extra fee.
Google My Business: Connection to an existing account or creation/setup at an additional fee.
Social Media Integration: Connection to Five (5) social media business page, with options for additional page setup for a fee.
Communication Tools: Setup of Twilio or LC Calling for text features and integration of Stripe/PayPal for payment processing.
Email & Calendar Integration: Sync email platforms (Google Workspace/Gmail/Office 365) and primary calendars with two-way sync. Additional calendar setup assistance is available for a fee.
Zoom Integration & Chatbot Installation: Connect your Zoom account and implement a chatbot for compatible platforms.

CRM Custom Build: Tailored to your business needs, including:

E-Commerce Store: Configuration of store for 6-10 products.
Funnels: Basic funnels/landing pages (max of 4) and automation workflows for each offering (e.g., nurture sequences).
Website: Includes 10 professional pages: Home, About/Meet the Team, Offerings/Services, Schedule/Meet Me (Appointment Page), Contact Us & more. These can be customized to your needs.
Membership Courses: Creation of membership login portal with addition of one (1) course provided by client.
Email Campaign Templates: Creation of up to 10 email campaign templates for nurture sequences including abandoned cart, abandoned checkout, and lead generation funnels.
Webinar Funnel: Custom build of a webinar funnel.
Pipelines: Opportunity/pipeline stages and automation triggers (1 pipeline, up to 10 opportunities).
SMS Marketing: Text blast sequences for marketing or lead capture (up to 10).
Scheduling Calendar: Creation of scheduling calendar for associated services (up to 6) and custom surveys/forms for offerings (1 per product, up to 10).
Contacts: Import of existing contacts (up to 10 CSV files) with Smart List creation for immediate communication.

$500 Standard - Onboarding ONLY. No Implementation.

This package provides comprehensive support for CRM setup, integration, and training. Key features include:

CRM Setup & Initial Training (4 Hours Total): Assistance with downloading and accessing the CRM app, dashboard navigation, and resolving initial setup issues.
Initial Training: Comprehensive training session, including:
- Key Features Demonstration: Conversations tab, contact management tools, scheduling calendar functionality, and LeadConnector phone usage.
- Q&A Session: Tailored answers to your specific questions.
Essential Integrations:
- Email & Calendar Integration: Sync one email platform (Google Workspace, Gmail, or Office 365) and configure one calendar with two-way synchronization.
- Communication Tools: Set up a business phone number via LeadConnector/Twilio for calls and SMS. Test SMS and call features for functionality.
- Social Media Connection: Integrate one business Facebook or Instagram page with the CRM.
Contact Management:
- Contact Importation: Import and structure your contact list.
- Data Cleanup: Tag and organize contacts for streamlined communication.
Domain Configuration & Email Authentication:
- Domain Setup: Configure subdomains for CRM features like link tracking and email marketing.
- Email Authentication: Implement DKIM, DMARC, and SPF records for reliable email delivery and reduced spam issues.
Scheduling & Automation:
- Scheduling Calendar Setup: Create a custom calendar with standard availability.
- Automation Workflow: Configure one basic automation, like a welcome email or follow-up sequence.
Final Steps & Follow-Up:
- Training Session Recording: Provided if applicable.
- Quick-Start Guide: Includes links to helpful resources like the knowledge base and support chat.
- Follow-Up Call: A 15-minute call within two weeks to address additional questions or concerns.

Frequently Asked Questions

Can I Cancel Anytime?

You can cancel, however all fees, including but not limited to subscription fees, setup fees, and add-on service fees, are non-refundable. This policy applies regardless of the reason for cancellation or non-use of the purchased services.

Are there additional fees?

The monthly subscription covers your access to the platform and allows for you to have unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses. Plus we also provide you with complimentary credits to get your started.

Do you offer support?

YES! If you are at the Professional subscription level, we provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be fully successful!

Do I get training?

We want to make sure you are set up for success, so help you get set up and train you on how to use CRM Connect on a day to day basis. You'll be greeted with a hour long training session and technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.