Your CRMstack Support Team
No BS Setup Services
Utilize the CRMstack platform to the fullest with this variety of helpful services!
Pro Account Setup | Done-For-You
$500
Let us get you set up for success. Still getting used to the CRMstack platform but want to start using the platform ASAP? Let us create your accounts! We set up everything from pipelines to triggers, calendars, forms, email and SMS campaigns and more. You won’t find anyone more qualified than our team, we know because we created it! Don’t stress if you aren’t an expert at the platform, that is why we are here! Let us get you set up for success.
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Basic Software Setup Only
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Sales Pipeline
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Email+SMS Campaigns
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Reputation Management
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Automations (Triggers)
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Opt -In Form
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Bonus* Funnel Template
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Scheduler
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Domain Integration
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Custom Values
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Facebook Form Integration (Optional)
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Google Calendar Integration (Optional)
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Company Information Entry
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Assistance with Phone Service Integration + Setup
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Assistance with Email Service Integration + Setup
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Assistance with white-labeling your Web App
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1:1 One-Hour Onboarding Setup / Overview Call
Advanced Account Setup | Done-With-You
$2000
If you’re ready to scale your business and grow without the added stress or burnout, our Advanced Account Setup Service can help you focus and hit the ground running. Have an expert walk you through and teach you how to grow and scale your business ensuring the use of CRMstack at it’s fullest. Building out your CRMstack account with you. Work more productively and efficiently with best practices and training for you and your team to help gain knowledge on the software and become a pro in no time. We know there is much to learn and build when signing up let our consultants guide you on your path to success.
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5 one hour consulting sessions, within a month of purchase, with CRM experts (software Only)
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Dedicated CRMstack Agency Growth Advisor
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Done with you build out of a fully functioning client location and or business location Account
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CRMstack Led Team Teaching – Software Knowledge and Navigation
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Software Best Practices
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Recorded calls of all sessions
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Personalized Business Process Documentation
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Snapshot Creation of Built Account
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Guided migration assistance and other software integration (as applicable)
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BONUS: Includes 1 month of Priority Support**
No BS Addons
Standard or custom, you choose.
SEO Online Business Listings
$99/m
An incredibly powerful SEO tool that creates backlinks and ensures your vital business info (address, operation hours, phone numbers, etc) is consistent across the industry’s largest global network of 250+ direct integration partners & 70+ of the world’s most reputable websites.
Listing Management
A series of endpoints that delivers answers across the industry’s largest global network of 250+ direct integration partners
Premium Backlinks
The CRM’s Online Listings’s real-time update architecture and dual sync feature deliver you data seamlessly across the Knowledge Network
Sync Functionality
Update once and publish across maps, apps, voice assistants, search engines, social networks, directories and more.
Duplicate Suppression
Deactivate duplicate listings from over 100 publishers so only authoritative listings are published live
HIPAA Compliance | Done-For-You
$445/m
Protecting sensitive client and patient data is critical for businesses in healthcare and related industries. Our HIPAA Compliance Add-On gives your account the security, documentation, and peace of mind you need to handle electronic Protected Health Information (ePHI) responsibly.
Once enabled, HIPAA applies to your entire account and all locations within it. This ensures your business is fully aligned with compliance requirements without the hassle of managing multiple tools or vendors.
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Encryption of Data (ePHI) – All data is automatically encrypted at rest and in transit, including contacts, notes, emails, attachments, forms, SMS/MMS, call recordings, invoices, and calendars.
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Business Associate Agreement (BAA) – We provide a signed BAA, giving you the legal assurance required to serve HIPAA-covered clients.
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Audit Logging – Comprehensive logs to track activity across your account.
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Multi-Factor Authentication (MFA) – Enforced security standards for all users to protect against unauthorized access.
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Mobile App Coverage – Conversations, calendars, and contacts in the mobile app follow the same HIPAA protections.
Optimization & Build Outs | Ongoing Support
starting at
$500/m
We get it, you need to go faster. When you have a question or concern you want it to be answered as soon as possible! With the Ongoing Support Upgrade, you can skip the line and automatically accelerate your requests to the front of the line.
- Email helpdesk
- 4 hours of feature build outs
- 1 optional monthly account review/strategy call
Custom
Get Quote
We know that you might want additional content or functionality outside than what is listed. This might include additional pages, blog entries, imagery, frequently asked questions, and documents. With custom solutions for every business and every need, additional services can be added at any time.
Websites
Graphics
Copywriting
Advertising
Consulting
Campaigns
Strategy
Branding
Workflows
Surveys & Forms
Events
& much more
“This CRM has been an absolute game changer for our businesses”
Music Moutian Water
Shreveport, LA