Your first working CRM.
- Calls ring the right person; forms and messages land in one queue.
- Lead source, owner, and status.
- Basic booking, confirmations, and reminders.
- Team access, training, and daily routine.
Scope & pricing
Choose how far the work stays connected.
Every level builds on the one before it. Choose the point where your team needs help now; the written proposal confirms the exact users, channels, calendars, and rules.
Compare the levelsOne inquiry · three levels
Start where the work breaks.
Tap a level to see its reach, what it adds, and the honest stopping point.
- 01InquiryCalls, forms, messages
- 02IntakeAssign, book, confirm
- 03Follow-throughCallbacks and open estimates
- 04Field handoffCompatible job software
Foundation reaches intake.New inquiries reach one queue, one owner, and one bookable calendar.
$3,497 setup$297/month + usage after launch
Your sales follow-through system.
- Missed-call and after-hours response.
- Callbacks assigned to a person and due date.
- Booking rules and open-estimate follow-up.
Your CRM and job software working together.
- One compatible field-system connection.
- Customer and booking details move on the agreed trigger.
- Supported estimate updates return; failed transfers are flagged.
Compatibility is checked before commitment.
What changes by level
The full route, without the feature pile.
Foundation covers intake. Structure adds follow-through. Fortress adds one compatible field-system handoff.
Work coveredFoundationStructureFortress
Inquiry intake & daily office control●●●
Basic booking & confirmations●●●
Callbacks & open-estimate follow-up—●●
Office-to-estimator handoff—●●
One compatible field-system connection——●
Training + 30-day support●●●
After setup
$297/month+ usage
The subscription covers the CRM software. Phone numbers, calls, SMS, email, AI, provider usage, and any separately approved connector or third-party charge are billed by use or written separately.
- Included with setup
- Training and 30 calendar days of support for the agreed configuration.
- Confirmed in writing
- Users, channels, calendars, rules, vendor connection, and any external charges.
- Payment
- No purchase happens on this page. You receive the scope before committing.
Choose with your real workflow
Bring the inquiry that keeps slipping.
We will trace where it enters, who handles it, what happens after the estimate, and which level covers the change.
Book a System Review