Transparent Pricing.
Zero Surprises.
One-time setup fees. No retainers required. Pick the plan that fits your stage — upgrade anytime.
Starter
Perfect for small teams getting their CRM set up and running fast.
One-time. Delivered in 3–5 business days.
CRM Setup
- Pipedrive OR HubSpot account setup
- Up to 2 custom pipeline stages
- Custom fields configuration (up to 10)
- Import contacts from CSV / spreadsheet
- Email inbox connection
- 1 user role & permission setup
Automation
- 1 automated workflow (e.g. new lead → task)
- WhatsApp notification on new deal
- 1 Zapier / Make automation
Support
- 1-hour onboarding call
- 7-day WhatsApp support after delivery
- Loom video walkthrough
Get Started →
Growth
Full CRM + WhatsApp + automation stack. The complete setup most clients need.
One-time. Delivered in 5–8 business days.
CRM Setup
- Pipedrive + HubSpot (both if needed)
- Up to 4 pipelines with custom stages
- Unlimited custom fields
- Full data migration from old CRM
- Team roles, permissions & user setup
- Email & calendar sync
Automation & Integrations
- WhatsApp Business API connection & flows
- Automated follow-up sequences (email + WhatsApp)
- Bulk SMS campaign setup (Twilio / Bird)
- Up to 5 Zapier / Make workflows
- Lead capture form → CRM auto-entry
- Deal stage change automations
Support
- 2-hour onboarding + team training
- 30-day WhatsApp support after delivery
- Full Loom video documentation
Book Free Call →
Enterprise
Advanced workflows, custom APIs, and full-stack automation for scaling teams.
One-time. Timeline scoped per project (10–20 days).
Everything in Growth, plus:
- AI lead scoring (GPT-4 powered)
- AI email drafting & auto-response
- WhatsApp chatbot (FAQ + lead routing)
- Custom REST API integration (any platform)
- Unlimited Zapier / Make workflows
- CRM migration (any source → any target)
- Multi-channel automation (email + SMS + WhatsApp)
- Go High Level OR custom CRM build
- Roofing / field service workflow automation
Support
- Dedicated project manager
- 60-day priority WhatsApp support
- Full SOP documentation
- Team training sessions (up to 3)
Request a Quote →
Monthly Retainer Plans
Keep your CRM and automations running at peak performance. No long-term contracts — cancel anytime.
Basic
Light maintenance and quick fixes for established setups.
Cancel anytime. No contracts.
- Up to 4 hours of changes/month
- CRM field & pipeline tweaks
- Automation bug fixes
- WhatsApp template updates
- Email support (48hr response)
- Monthly health check report
Growth
Active automation management and continuous improvement.
Cancel anytime. No contracts.
- Up to 10 hours of work/month
- New automation builds (1–2/month)
- WhatsApp flow updates & new sequences
- CRM pipeline & reporting optimization
- Zapier / Make workflow management
- Priority WhatsApp support (12hr response)
- Monthly strategy call (30 min)
- Performance report + recommendations
Dedicated
A dedicated automation partner for fast-growing teams.
Cancel anytime. No contracts.
- Up to 18 hours of work/month
- Unlimited minor changes & fixes
- New automation builds (unlimited scope)
- AI workflow management & tuning
- Custom API & integration development
- Dedicated project manager
- Priority support (4hr response)
- Weekly strategy call (60 min)
- Full SOP documentation updates
Need Something Extra?
Add individual services to any plan at a flat rate.
WhatsApp Chatbot
+ $249
FAQ bot + lead qualification + routing to human agent. Built on your existing WhatsApp Business account.
Email Automation Sequence
+ $149
Up to 5-email drip sequence set up in your ESP (Mailchimp, ActiveCampaign, HubSpot, or Pipedrive).
AI Lead Scoring
+ $299
GPT-4 powered lead scoring integrated into your CRM. Automatically tags and prioritises inbound leads.
Bulk SMS Campaign Setup
+ $149
Twilio or Bird SMS account setup, template creation, contact list segmentation, and first campaign launch.
Custom API Integration
+ $399
Connect any two platforms via REST API. Custom webhook handler, data mapping, and error handling included.
Roofing Workflow Pack
+ $299
Lead-to-invoice automation: estimate requests, job scheduling, crew alerts, and customer follow-up after completion.
Satisfaction Guaranteed
If your setup isn't working exactly as scoped after delivery, we fix it — at no extra charge. We don't close a project until you're fully satisfied. Most clients are live within one week.
Common Questions
Do I need to already have a Pipedrive or HubSpot account?
No. We can set up your account from scratch, or work inside your existing one. If you don't have an account yet, we'll guide you through signing up (and can often get you a better trial deal).
Are these one-time fees or monthly?
All prices listed are one-time project fees. You pay once, we deliver, and it's yours forever. The only recurring costs are the SaaS subscriptions you already pay (Pipedrive, WhatsApp API, Zapier, etc.) — those go directly to the platforms.
What's the WhatsApp Business API setup process?
We handle Meta Business verification, phone number registration, template approval, and CRM connection. You'll need a Facebook Business account and a dedicated phone number. The API itself is pay-per-message (billed by Meta), not by us.
Can you migrate data from my existing CRM?
Yes — CRM migration is included in the Growth and Enterprise plans. We export, clean, deduplicate, and re-import your contacts, companies, deals, and activity history. The Enterprise plan covers complex migrations (Salesforce → Pipedrive etc.).
How long does delivery take?
Starter: 3–5 business days. Growth: 5–8 business days. Enterprise: 10–20 days depending on complexity. We send daily progress updates via WhatsApp so you're never left guessing.
Do you offer ongoing support or maintenance?
Yes. After your included support period, you can add monthly support at $149/mo (covers up to 4 hours of changes or troubleshooting per month). Just ask and we'll set it up.
Do retainer hours roll over if unused?
No — hours reset each month. We recommend choosing a plan that matches your typical monthly workload. If you consistently use fewer hours, downgrade; if you need more, we'll let you know and you can upgrade anytime.
Can I combine a one-time setup plan with a retainer?
Yes — and most clients do. Start with a Starter or Growth one-time setup, then move to a retainer once everything is live to keep things optimised and growing.
Not sure which plan is right for me?
Book a free 30-minute call and we'll tell you exactly what you need — no upselling. Most small businesses start with Starter or Growth.
Not Sure Where to Start?
Book a free 30-minute call. We'll listen to your setup, recommend the right plan, and give you an honest quote.