White Glove Setup
$597/One-Time Payment
We'll Handle the Setup So You Can Focus on Your Business
Don't have the time to configure your CRM? Prefer to have everything professionally set up for you?
Our White Glove Setup service is designed for business owners who want a fully configured system without the hassle of doing it themselves.
Our team will take care of the technical setup, ensuring your account is configured correctly and ready for use.
What's Included:
✔ Business Profile Configuration
✔ Domain & Branding Setup
✔ Phone Number Configuration
✔ Email Sending Setup
✔ Calendar Integration
✔ A2P Registration Assistance (if SMS is included)
✔ Workflow & Automation Setup
✔ AI Receptionist Configuration (if included in your plan)
✔ Pipeline & Opportunity Setup
✔ Forms & Lead Capture Setup
✔ CRM Settings Optimization
✔ Testing to ensure everything is working properly
The Next Step in Client Management.
Simple CRM & automation tools designed to help small businesses stay organized, respond faster, and follow up with leads effortlessly.
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Capabilities
Small Business CRM
Client Management Software
Business Automation Platform
Lead Follow-Up Software
Customer Communication
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