Solution

Ready To Win More Clients & Keep Them Around For Life?

Let’s Get Started With It Now!

Pay Monthly Pay Annually

Standard

$ 97/month

+$500 One Time Set Up Fee

$ 1,160/year

Set-Up fee: $500

SAVE $$$

Features:

  • CRM Features

  • Contact Management

  • 1 Online Calendar

  • Conversations Inbox

  • Reputation Management

  • Text To Pay

  • Web Chat Widget

  • Website Builder

  • Forms

RECOMMENDED

Professional

$ 127/month

$ 1,520/year

Set-Up fee: $500

SAVE $$$

Features:

  • Everything in Standard +

  • 24/7 Tech Support

  • Automatic Appointment Reminders

  • Unlimited Funnels

  • Unlimited Forms & Surveys

  • Email Marketing & Email Builder

  • SMS & Email Template Builder

  • Blog Builder

  • Appointment Cancellation & No Show Follow up

  • Automated Request A Call Back

  • Media Library To Store Docs & Photos

Premium

$ 297/month

$ 3,560/year

Set-Up fee: $500

SAVE $$$

Features:

  • Everything in Professional +

  • 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

Separate SMS & Email Rates May Apply

Separate SMS & Email Rates May Apply

Separate SMS & Email Rates May Apply

Feature Comparison

Essential Features

Standard

Professional

Premium

CRM & Contact Management




Smart Contact Lists




Unified Conversations Inbox




Web Chat Widget




Automated Review Requests




Respond To Reviews




Reputation Management




Mobile App




Text To Pay




Funnel Builder




Form & Survey Builder




Create Unlimited Websites




URL Redirects




Domain & DNS Management




Unlimited Blogs




GMB Messaging



Facebook Messenger




GMB Call Tracking




Missed Call Notifications & Reminders




Missed Call AutoText Back




Keyword SMS Marketing




SMS Drip Campaigns




SMS Blasts




Call recording




Make Outbound Calls




2 Way Email & SMS Messaging




Calendar & Appointment Booking




Zoom & Google Meet Integration




Sales Opportunities & Pipelines




Email Marketing & Email Builder




Create Tasks & Notes




Affiliate Program Manager




Automatic Appointment Reminders




Appointment Cancellation & No Show Follow up




Automated Request A Call Back




Pre Designed Holiday Emails




SMS & Email Template Builder




Quickbooks Integration




Media Library To Store Docs & Photos




Premier Features

Membership & Course Builder




Refunds & Cancellation Request Management




Lead Opt-in Funnels




Lead Opt-in Nurture Emails & SMS




Create Unlimited Automations




Social Media Calendar & Posting




Payments & One Off Invoices




Recurring Invoices




Automated Invoice Reminders




Shopify Integration




Create Unlimited Products One Off & Recurring




Reporting & Analytics




Voicemail Drops




Reporting & Analytics




Inactive/Lost Lead Promo Nurturing




Call Tracking & Phone Number Pool




API Access




Zapier Integrations with 1000s of Apps




Implementation & Onboarding Package Options

Features
$500 Onboarding
(Onboarding Only)
$10,000 Standard
(Website, Email, E-commerce & More)
$15,000 Pro
(Email Templates, Courses & More)
CRM Setup & Tech Call
  • 4 Hours total (onboarding & training)
  • Assistance with downloading & accessing CRM
  • Dashboard navigation & initial setup issues
  • 4 Hours total
  • App download & initial integrations
  • In-depth troubleshooting & Q&A
  • 4 Hours total
  • App download & initial integrations
  • In-depth troubleshooting & Q&A
Google My Business N/A
  • Connect to existing GMB
  • Create/setup new GMB (additional fee)
  • Connect to existing GMB
  • Create/setup new GMB (additional fee)
Social Media Integration
  • One Facebook or Instagram business page
  • Up to 3 social media channels
  • Additional channels (extra fee)
  • Up to 5 social media channels
  • Additional channels (extra fee)
Communication Tools
  • Business phone setup via LeadConnector/Twilio
  • Test SMS & call features
  • Twilio or LC Calling for SMS/calls
  • Stripe/PayPal integration
  • Twilio or LC Calling for SMS/calls
  • Stripe/PayPal integration
Email & Calendar Integration
  • Sync 1 email platform (e.g., Gmail/Office 365)
  • Configure 1 calendar with two-way sync
  • Sync multiple email platforms (Google/Office 365)
  • Primary calendar with two-way sync
  • Additional calendar setup (extra fee)
  • Sync multiple email platforms (Google/Office 365)
  • Primary calendar with two-way sync
  • Additional calendar setup (extra fee)
Zoom Integration & Chatbot N/A
  • Connect Zoom account
  • Implement basic chatbot
  • Connect Zoom account
  • Implement basic chatbot
Domain & Email Authentication
  • Configure subdomains for CRM features
  • DKIM, DMARC, SPF records
  • Full domain setup (tracking links, email marketing)
  • DKIM, DMARC, SPF for deliverability
  • Full domain setup (tracking links, email marketing)
  • DKIM, DMARC, SPF for deliverability
E-Commerce Store N/A
  • Configure 4–6 products
  • Configure 6–10 products
Funnels & Landing Pages N/A
  • Up to 2 funnels/landing pages
  • Automation workflows (e.g., nurture sequences)
  • Up to 4 funnels/landing pages
  • Automation workflows (e.g., nurture sequences)
Website N/A
  • 5 standard pages (Home, About, Services, etc.)
  • 10 professional pages
Membership Courses N/A N/A
  • Membership login portal
  • 1 course (provided by client)
Email Campaign Templates N/A N/A
  • Up to 10 templates (nurture, abandoned cart, etc.)
Webinar Funnel N/A N/A
  • Custom build of a webinar funnel
Pipeline & Opportunities N/A
  • 1 pipeline
  • Up to 10 opportunities
  • 1 pipeline
  • Up to 10 opportunities
SMS Marketing N/A
  • Up to 6 text blast sequences
  • Up to 10 text blast sequences
Scheduling & Custom Forms
  • 1 custom calendar (standard availability)
  • 1 basic automation (welcome email/follow-up)
  • Up to 6 calendars
  • Custom surveys/forms (1 per product, up to 6)
  • Up to 6 calendars
  • Custom surveys/forms (1 per product, up to 10)
Contact Import & Management
  • Import & structure contact list
  • Data cleanup (tagging & organizing)
  • Import from up to 5 CSV files
  • Smart list creation
  • Import from up to 10 CSV files
  • Smart list creation
Initial Training
  • 4-hour training session included
  • Key feature demos (Conversations, Contacts, Calendar)
  • Recording provided if applicable
  • Training within the 4-hour Tech Call
  • Key feature demos & Q&A
  • Training within the 4-hour Tech Call
  • Key feature demos & Q&A
Follow-Up & Support
  • 15-minute follow-up call within 2 weeks
  • Quick-Start Guide & resource links
  • General troubleshooting (as needed)
  • Ongoing support options (extra fee)
  • General troubleshooting (as needed)
  • Ongoing support options (extra fee)
Total Package Price $500 $10,000 $15,000

Note: Each tier includes everything in the previous tier plus any listed improvements.
Additional fees may apply for extra time, advanced customization, or added services.

Scott

"CRM Connect has totally changed how we work. It's super easy to use, and it’s made keeping track of our clients so much simpler. Our customers are happier, and we’re getting so much more done!"

★★★★★

Sarah

"The automated scheduling feature is awesome! It takes care of all the back-and-forth with appointments, sends reminders, and even reschedules if needed. It saves us tons of time and keeps things running smoothly."

★★★★★

Bryan

"The reports and insights we get from CRM Connect are amazing. We can actually see what’s working and what’s not, which has helped us make smarter decisions and get better results."

★★★★★

We’re here to help

Ask about our plans, pricing, implementations, or anything else. Our knowledgeable reps are ready to help.

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

© Copyright CRM Connect 2025