Professional CRM Setup
Choose Your Setup Package
Get your CRM configured, branded, and automated by experts. First month included — subscription starts in 30 days.
Step 1
Select Your Setup Package
One-time fee for professional configuration + onboarding. First month of your plan is FREE.
Minimal Setup
Everything you need to stop losing leads
£997 one-time
14 working days
What's Included:
- Branded account setup
- 1 sales pipeline
- Calendar booking system
- Phone setup + missed call text back
- Email authentication + 5 templates
- 1 starter automation
- Assisted data import
- 90-minute onboarding call
- 30-day email support
- CRM Club membership
- Video library access
Not Included:
- Multiple pipelines
- Complex automations
- Third-party integrations
- WhatsApp Business API
Most Popular
Essential Setup
For businesses ready to automate properly
£2,500 one-time
28 working days
What's Included:
- Everything in Minimal, PLUS:
- Up to 3 pipelines
- 2 custom forms
- 3 workflow automations
- 10 email templates
- 5 SMS templates
- 1 landing page
- Custom reporting dashboard
- 2-hour onboarding call
- 60-day email support
- Priority response
Not Included:
- Third-party integrations (Xero, Stripe, etc.)
- WhatsApp Business API
- Full website build
Custom Build
Complex requirements? Let's talk.
From £3,500 custom pricing
Scoped
What's Included:
- Custom integrations (Xero, Stripe, QuickBooks, Zapier, Make, API)
- WhatsApp Business API with conversational automation
- Multiple team members with role-based permissions
- Complex multi-branch workflows
- Website + CRM integration
- Full migration from another CRM
- Bespoke requirements tailored to your business