Build Your Business from the CORE Out

CORE+

You're choosing CORE+ - strategic optimization and AI-powered.

This plan is built for businesses that want their CRM to actively drive growth, not just stay functional.

What You’re Getting:

Everything in CORE, plus:

Up to 5 hours/month of advanced configuration assistance for optimization and refinement.
AI Employee setup to reduce manual work and response gaps
Quarterly strategy calls focused on momentum and next steps

You focus on business direction. We partner with you on system evolution, leverage, and scale.

CORE+ Onboarding — $2,500 (one-time)
Includes:

System installation and account setup
Strategic CRM implementation
Advanced customized CRM configuration tailored to your business
AI Employee setup and initial training
6 onboarding sessions
- 2 Support onboarding sessions (tech connection + system overview)
- 4 strategy & configuration calls

This onboarding includes strategic implementation, advanced configuration, and AI setup to support growth from day one.

Plus:

$100 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
Strategy calls focus on direction and prioritization (not execution-heavy DFY projects)
Large custom builds are scoped separately

All CORE plans use the same underlying CRM system.

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

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