Build Your Business from the CORE Out

CORE System

You're choosing CORE - guided setup with ongoing support.

This plan is designed to help you get your CRM set up correctly and keep it running smoothly without figuring everything out alone.

What You’re Getting:

Everything in CORE Basic, plus

Up to 2 hours/month of light configuration assistance for tweaks, cleanup, and fixes
Expert oversight to ensure your system is set up right
Quarterly system usage check-ins to prevent drift

You manage day-to-day use of the system. We help ensure it stays clean, functional, and correctly configured.

CORE Onboarding — $750 (one-time)
Includes:

This onboarding includes guided setup and initial configuration using proven templates tailored to your business.

Plus:

$50 one-time activation credit included
Applied to your wallet to cover initial usage-based costs (phone, email, AI, etc.). You won’t be charged usage fees until this credit is used.

Important to Know

Configuration hours reset monthly
- Not intended for full custom builds or major projects
- Additional work is scoped separately

All CORE plans use the same underlying CRM system.

The difference is the level of support, configuration, and strategic guidance included.

Your Contact Info

Address

Payment