Standard CRM Service Packages

Monthly packages — setup fees quoted separately based on business size, complexity, and needs.

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STARTER

For small businesses needing a simple CRM system with core automation and support.
$ 300 Monthly
  • White-labeled CRM account (GHL)
  • Basic branding (logo, colors, domain)
  • Up to 3 automated workflows (e.g. lead capture, follow-up, appointment reminders)
  • Calendar and appointment booking system
  • 1 integration (e.g. contact form or scheduling tool)
  • 1 email and SMS campaign template
  • Basic reporting dashboard
  • Support: Email support (72-hr response), 1 revision/month
Best for businesses with a small team or simple processes.

STANDARD PLUS

For businesses ready to optimize operations, streamline client follow-up, and track performance.
$ 500 Monthly
  • Includes Everything in Starter, PLUS:
  • Up to 6 custom workflows
  • Funnel and multi-step form integration
  • Lead pipeline setup + tagging
  • Custom nurture sequences (email/SMS)
  • Reputation management system
  • CRM optimization every quarter
  • Up to 2 integrations (e.g. website + calendar)
  • Support: Email support (48-hr response), 2 revisions/month
Great for service-based businesses needing more structure and automation.

PLATINUM

For growing companies with teams, multiple locations, or more complex needs.
$ 850 Monthly
  • Unlimited workflows/automations
  • 1–2 funnels or landing pages/month
  • Advanced lead routing and pipeline logic
  • Monthly CRM performance reporting
  • API or Zapier integrations (up to 2 tools)
  • Chatbot/AI integration setup (if applicable)
  • Dedicated CRM technician
  • Support: Priority support (same-day), unlimited minor revisions, quarterly strategy call (if necessary)
Ideal for multi-location businesses, agencies, or sales-driven teams.

CRM Bundles Service Packages

Monthly packages — setup fees quoted separately based on business size, complexity, and needs.

STANDARD

For small businesses needing a simple CRM system with core automation and support.
$ Free with Meta ad Management
  • Contacts & CRM - Contacts, Tags, Tasks
  • Calendars - Appointment Booking
  • Conversations - Inbox for SMS, Email, Social
  • Chat Widget - Basic Web Chat
  • Reporting - Basic Stats
Best for businesses with a small team or simple processes.

STANDARD PLUS

For businesses ready to optimize operations, streamline client follow-up, and track performance.
$ +97 Monthly
  • Includes Everything in Starter, PLUS:
  • Contacts & CRM - Contacts, Tags, Tasks
  • Reporting - Funnel & Site Analytics
  • Reputation Management - Review Requests
  • Payments - Invoices, Subscriptions, Contracts
  • Client Portal - Lite Access
  • Media Storage (5GB)
  • Communities - Basic Boards
Great for service-based businesses needing more structure and automation.

PLATINUM

For growing companies with teams, multiple locations, or more complex needs.
$ +197 Monthly
  • Includes Everything in STANDARD PLUS.
  • Conversation - + AI Responses
  • Chat Widget - With AI
  • Reporting - + Campaign Reports
  • Reputation Management - With Workflows
  • Payments - + Upsells, Coupons
  • Client Portal - Full Access & Automation
  • Media Storage - + Additional Paid Storage
  • Communities - Private, Gated Groups
  • Workflows (Automation) - Advanced Flows
  • AI Agents - Voice, Content, Chat AI*
  • Marketing Tools - Email, Social Planner, Trigger Links
  • WordPress Hosting - (Optional Add-On)
  • Memberships - Courses, Credentials, Marketplace
  • Integrations - (Zapier, Sheets, Slack, etc.)
  • Gokollab (Team Tools) - (If Enabled)
Ideal for multi-location businesses, agencies, or sales- driven teams.

SETUP FEE

Typical Range

$750 – $2,500+

Custom-quoted based on

  • Industry & business model
  • Number of users or teams
  • Workflow & automation complexity
    Website/CMS platform used
  • Integration needs (e.g., custom forms, Zapier,
    3rd-party tools – billed separately if needed)

OPTIONAL ADD-ONS

Custom-quoted based on

  • Additional integrations – $50–$100 each
  • Paid ad CRM sync (Meta, Google, etc.) –
    $100/month
  • Funnel split testing – $200/month
  • SMS/Email usage – Billed at cost or flat fee
  • Custom reporting dashboards – $150–$300
  • Web dev/design services – $100/hour

GHL Feature Packages

Monthly packages — setup fees quoted separately based on business size, complexity, and needs.

Launchpad

  • Function: Central onboarding dashboard with shortcut cards
  • Use Case: Perfect for getting new users quickly set up—connect Google My Business, Facebook, calendars, payments, and reputation.
  • Example: A roofing company connects its Facebook Page, GMB, and Stripe account in one spot to begin using automation immediately.
  • Cost: Included with all plans.

Dashboard

  • Function: Displays real-time snapshots of your pipeline performance, opportunities, conversion rates, and revenue.
  • Use Case: Visualize the number of leads, jobs booked, and deals won.
  • Example: A home remodeling company sees $40K in open opportunities, with 6 estimates in the "sent" stage.
  • Cost: Included.

CONVERSATIONS

  • Function: Unified inbox for SMS, email, social DMs, voicemail drops, and calls.
  • Use Case: View and respond to all communications in one place.
  • Example: A landscaping company sees a Facebook DM asking for a quote and replies instantly with a link to a booking calendar.
  • Cost: SMS/Email/Call usage via Twilio or LC Phone — varies, usually $0.0075 per SMS segment, ~$0.01–0.03 per minute for calls.

CALENDARS

  • Function: Set up appointment calendars and connect to Google Calendar.
  • Use Case: Automate appointment bookings with service tags and time blocks.
  • Example: A cleaning business lets clients choose time slots for recurring service directly from the website.
  • Cost: Included.

CONTACTS

  • Function: Full CRM for storing leads, tagging, notes, tasks, and custom fields.
  • Use Case: Segment clients into prospects, active jobs, and past customers.
  • Example: A pest control company tags contacts by service location and sends targeted reminders
  • Cost: Included.

OPPORTUNITIES: PIPELINES

  • Function: Visual sales pipeline to track stages of the client journey.
  • Use Case: Track a lead from “Initial Inquiry” → “Estimate Sent” → “Job Booked.”
  • Example: A general contractor uses custom stages to see which quotes are outstanding.
  • Cost: Included.

PAYMENTS

  • Invoices & Estimates: Send branded estimates and invoices
  • Documents & Contracts: Digital contracts with e-signatures
  • Orders, Subscriptions, Products, Coupons: Sell services, add upsells, or bundle
  • Payment Links: Generate checkout links
  • Settings/Integrations: Stripe/Paypal/QuickBooks sync
  • Use Case: Send quotes, collect deposits, upsell seasonal services.
  • Example: A HVAC company sends a seasonal maintenance subscription with a contract +
    payment link in 1 click.
  • Cost: Included, but Stripe/Paypal fees apply (~2.9% + $0.30/transaction).

AI AGENTS

  • Voice AI: AI calling to book appointments or follow up
  • Conversation AI: AI chatbot in inbox and website
  • Knowledge Base: Custom FAQs to fuel bot responses
  • Content AI: Auto-generate emails, social posts, captions
  • Use Case: Automate lead response, appointment booking, and FAQ replies.
  • Example: A personal injury attorney has AI follow up on form submissions at 9pm to book
    consultations.
  • Cost: Extra – starting at $10–$50+/month depending on usage. AI tokens and minutes are usage-
    based (approx. $0.003–$0.01/response).

MARKETING

  • Social Planner: Schedule and publish posts to FB, IG, Google, TikTok, etc.
  • Emails: Broadcasts and drip campaigns
  • Snippets: Saved content blocks
  • Countdown Timers/Trigger Links: For urgency marketing
  • Affiliate Manager: Track referrals and payouts
  • Brand Boards: Store fonts/colors/logos
  • Ad Manager: Track Meta/Google ads (basic integration)
  • Use Case: Automate follow-up, schedule content, build affiliate programs.
  • Example: A med spa sets up a drip email campaign post-appointment and tracks
    referrals from a “free facial” promo.
  • Cost: Included (unless using AI in emails).

AUTOMATION: WORKFLOWS

  • Function: Visual automation builder
  • Use Case: Create if/then flows for follow-up, lead routing, reactivation, and internal alerts.
  • Example: A roofing company creates a “Quote not signed in 3 days” follow-up sequence.
  • Cost: Included in Platinum plan.

MEDIA STORAGE

  • Function: Upload and manage videos, PDFs, images, etc.
  • Use Case: Store and reuse branding assets, forms, or client-facing content.
  • Example: A plumbing company uploads explainer videos about sump pump maintenance.
  • Cost: 5GB free — additional storage starts at $0.10/GB/month.

REPUTATION

  • Function: Review requests, monitoring, and response management.
  • Use Case: Automatically ask for Google reviews after job completion.
  • Example: A tree service sends a review link to every customer 2 hours after service.
  • Cost: Included in Standard Plus & Platinum.

SITES

  • Funnels: Step-by-step pages with CTAs
  • Websites: Full website builder
  • Stores: E-commerce (basic)
  • Webinars: Live or evergreen event landing pages
  • Analytics: Site performance data
  • Blogs: SEO content publishing
  • WordPress: Connect or host WP site inside CRM
  • Client Portal: Central hub for clients
  • Forms, Surveys, Quizzes: Lead capture and feedback
  • Chat Widget: Embed on your site to collect leads
  • QR Codes: Auto-generated for landing pages or forms
  • Use Case: Capture leads, drive traffic, hold virtual events, collect testimonials, and sell add-ons.
  • Example: A home service company runs a quiz funnel: “Which Kitchen Remodel Style Fits You?
  • Cost: Included, but WordPress Hosting has an extra cost (starts at ~$20/mo).

MEMBERSHIPS

  • Client Portal: Login access to gated content
  • Courses: Deliver online trainings or upsells
  • Communities: Private discussion boards or chats
  • Credentials: Issue course completion certificates
  • Marketplace: Sell templates or trainings
  • Use Case: Onboard new customers, provide training, or build a community.
  • Example: A cleaning company gives new franchisees access to training materials
    through the client portal.
  • Cost: Included in Platinum, hosting limits may apply if video storage is extensive.

REPORTING

  • Function: Access ad reports, attribution, call tracking, pipeline stats, and more.
  • Use Case: Track where leads are coming from and which ads are converting.
  • Example: A pressure washing business sees that 60% of leads come from Google Ads.
  • Cost: Included.

APP MARKETPLACE

  • Function: Extend CRM with 1-click integrations (Shopify, Zoom, etc.)
  • Use Case: Add niche tools as needed without custom development
  • Example: A wellness clinic installs a HIPAA consent form app
  • Cost: Most apps are free, but some have their own subscription costs

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If you’re interested in our digital marketing services, don’t hesitate to get in touch with us. We offer a free consultation to discuss your business’s needs and goals and provide a customized solution that meets your budget and timeline. Contact us today to take your digital marketing strategy to the next level.

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