Service Line · Pricing
Custom CRM Pricing
Sales systems built around your workflow — not the other way around.
CRMs designed for how your team actually sells. No per-seat fees, no forced workflows, no abandoned features you paid for anyway. Fixed-price build plus flat monthly management.
One-time build fee
Fixed build, milestone payments
Every engagement is quoted as a fixed build fee split across four milestones: 30% at signing, 20% at requirements approval, 25% at functional prototype, 25% at production launch.
Core CRM
Contacts, pipeline, basic workflows, dashboard
Contact and company records. Custom pipeline stages. Basic automations. Role-aware dashboard. CSV import.
Start with discoveryFull CRM
Core + email/calendar sync, role access, data import
Everything in Core plus Gmail/Outlook sync, calendar integration, granular role permissions, and assisted data migration.
Start with discoveryAI-Powered CRM
Full + lead scoring, auto follow-ups, AI insights
Everything in Full plus AI lead scoring, automated follow-up drafts, deal-risk insights, and call/email summarization.
Start with discoveryRanges reflect scope variability. Final fixed quote is issued after paid discovery.
Monthly management
Flat monthly retainer, starting at launch
Pick the level of involvement you want after launch. No per-seat fees, no billable-hour surprises. Three-month minimum commitment after launch; then month-to-month with 30 days notice. Early cancellation inside the initial term carries a $500 fee.
Platform
- Hosting and infrastructure
- Nightly backups
- Uptime monitoring
- Security patches
- User management
Managed
- Everything in Platform
- Workflow updates
- New field and view requests (up to 6/mo)
- Support tickets with priority response
Strategic
- Everything in Managed
- AI feature tuning and retraining
- New module development
- Monthly growth session
What's always included
- ✓No per-seat pricing — add users without surprise bills
- ✓Your data in your database, exportable anytime
- ✓Custom pipeline stages matched to your sales process
- ✓Secure hosting with nightly backups
- ✓Role-based access control
- ✓Training and onboarding at launch
Not included
- —Third-party SaaS subscriptions (email providers, telephony)
- —Data cleanup beyond initial import
- —Paid ad platform integrations (scoped separately)
- —Phone system or call-recording hardware
Paid discovery · Introductory rate
Discovery: $1,000 flat, credited to build
Required before any fixed-price build quote on AI, CRM, and bespoke engagements. Introductory rate while we build our initial portfolio — full rates ($2,500–$5,000) resume once five public case studies are live. The fee is credited toward your build if you proceed.
What you receive
- ✓Stakeholder interviews
- ✓Current-state analysis
- ✓Technical requirements document
- ✓Architecture recommendations
- ✓Formal project proposal with fixed build quote and MRR retainer
- ✓15–30 page proposal document
Why it's paid
- —Filters non-serious buyers — real discovery takes 6–12 hours and deserves compensation
- —De-risks the build — honest scoping, even if the conclusion is 'this shouldn't be built'
- —Protects you — you walk away with the requirements doc whether or not we build
Payment schedule
Paid on milestones, not calendar dates
Every build fee is split across four milestones. You only pay as real deliverables land.
Scope changes
Work outside the original scope is billed hourly
Anything added after scope is locked runs at the service-line rate below, quoted in writing before work begins.
Ready to scope your build?
Paid discovery is the first step. You walk away with a requirements document either way — whether you build with us or not.