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JERAA CRM | CORE
Complete your purchase to begin setting up a more organized, consistent system for your leads, clients, and follow-up.
Create Consistency
CORE combines Jeraa CRM with guided setup, ongoing configuration support, and practical guidance to help your business stay organized and follow up more consistently.
It’s designed for growing service businesses that need more than stand-alone software but do not need a fully managed growth solution.
$497/month + $1,000 one-time System Setup & Implementation
Choose monthly billing or save the equivalent of two months with annual billing.
Full access to Jeraa CRM
Centralized lead and client management
Sales and client pipelines
Calendars and appointment tools
Forms and lead-capture tools
Email and two-way text messaging*
Invoicing and payment tools
Essential workflows and automation
Templates and training resources
24/7 technical platform support
Up to two hours of hands-on configuration support each month
Light quarterly usage check-in
Annual planning conversation
You and your team remain responsible for the normal day-to-day use of your CRM. Jeraa provides the setup, support, and ongoing configuration assistance included with your plan.
*Email, text, phone, AI, and certain third-party services are billed separately based on usage.
You’ll receive a one-time $50 credit in your Jeraa CRM wallet to help you get started with eligible usage-based services, including phone, email, text messaging, and AI usage.
After the activation credit has been used, applicable services are billed separately based on your actual usage.
Receive Your Welcome Information
You’ll receive your receipt, welcome details, and Jeraa CRM login.
Complete Your Onboarding Form
Tell us about your business, team, current tools, client journey, and setup priorities.
Complete Support-Team Onboarding
Attend your Technical Connection & Setup and System Overview sessions. The support team will help connect key platform tools, introduce essential features, and show you how to access ongoing technical support.
Plan Your Jeraa Implementation
Meet with Jeraa to confirm your pipelines, calendars, workflows, automation, and included setup.
Build and Review Your System
We’ll configure your included CORE foundation and complete your Implementation Review & Final Walkthrough.
Your one-time $1,000 fee covers the standard configuration and guided implementation needed to establish your CORE foundation.
Your standard setup includes:
One clean CSV import of up to 2,500 contacts
Approved field mapping and exact-duplicate removal
Up to two pipelines
Up to two calendars
Up to two forms or surveys
Up to four standard workflows
Up to six combined email and text templates
Basic pipeline routing
CORE system and template installation
Assistance connecting standard communication channels
Two Support-Team Onboarding Sessions
Technical Connection & Setup
System Overview
Two Jeraa Implementation Sessions
Configuration Planning
Implementation Review & Final Walkthrough
Estimated implementation: Approximately 2–4 weeks after all required information and materials have been received.
Additional migrations, integrations, data cleanup, custom builds, or other needs outside the standard setup scope will be reviewed with you and quoted separately before additional work begins.
CORE includes up to two hours of hands-on configuration support each month for maintenance and smaller updates to your existing system.
This may include:
Minor workflow or automation adjustments
Configuration changes
Troubleshooting and fixes
Minor pipeline, calendar, form, or template updates
Guidance related to your existing CORE setup
Included monthly hours are intended for maintenance and smaller adjustments—not major new builds, complex integrations, large migrations, extensive data cleanup, campaign management, or significant system restructuring.
Larger needs can be reviewed and quoted separately as a Systems Project.
Included monthly configuration hours expire at the end of each billing period and do not roll over.
Before You Complete Your Purchase
CORE is a supported CRM and automation solution, not a fully managed service.
You and your team remain responsible for the normal day-to-day use of the system.
Setup, implementation, and ongoing support are provided within the defined CORE scope.
Additional migrations, integrations, custom builds, extensive cleanup, and project-based work require separate approval and pricing.
Email, text, phone, AI, and certain third-party services are billed separately based on usage.
Your subscription renews automatically according to the billing option selected until canceled in accordance with your agreement.
Included monthly configuration hours expire at the end of each billing period and do not roll over.
Have Some Additional Questions?
Not sure whether CORE provides the right level of setup and support for your business?
Book a Discovery Call before completing your purchase, and we’ll help you determine whether CORE, CORE+, or another Jeraa solution is the best fit.
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