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JERAA CRM | CORE+
Complete your purchase to begin building a more connected, efficient system with expanded implementation, AI support, and ongoing optimization.
Optimize & Scale
CORE+ combines Jeraa CRM with expanded implementation, AI capabilities, advanced automation, and ongoing system optimization.
It’s designed for growing service businesses that need more than foundational organization and support. You’re ready to improve how your systems work together, reduce manual work, and create a stronger operational foundation for continued growth.
$1,297/month + $3,500 one-time Advanced Setup & AI Implementation
Choose monthly billing or save the equivalent of two months with annual billing.
Everything included with CORE, plus:
Up to five hours of advanced configuration and system optimization each month
Advanced workflow and automation refinement
AI Employee setup and ongoing configuration support
AI implementation designed to reduce manual work and response gaps
Quarterly strategy sessions
Strategic operational guidance
Workflow and process improvements
Ongoing CRM optimization
Scalability planning
24/7 technical platform support
You and your team remain responsible for the normal day-to-day use of your CRM. Jeraa provides the expanded implementation, strategic guidance, AI support, and ongoing optimization included with CORE+.
*Email, text, phone, AI, and certain third-party services are billed separately based on usage.
You’ll receive a one-time $100 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, workflows, AI needs, and implementation 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 CORE+ Implementation
Meet with Jeraa to align your priorities, map your workflows, design your system, and establish the automation and AI foundation included with CORE+.
Build, Review, and Prepare to Launch
We’ll configure your expanded CORE+ foundation, review your workflows and AI setup with you, make included refinements, and complete your Optimization Review & Final Walkthrough.
Your one-time $3,500 fee covers the expanded configuration, automation, AI implementation, and guided planning needed to establish your CORE+ foundation.
Your standard CORE+ setup includes:
Import of up to 5,000 contacts from up to two clean, approved files
Approved field mapping and exact-duplicate removal
Up to four pipelines
Up to five calendars
Up to five forms or surveys
Up to ten standard or moderately customized workflows
Up to twelve combined email and text templates
Expanded lead qualification and pipeline-routing logic
CORE+ system and template installation
Assistance connecting standard communication channels
User-access and payment-connection assistance as needed
One approved initial AI Employee use case
Initial AI prompt, knowledge, qualification, routing, or booking configuration based on the approved use case
Two Support-Team Onboarding Sessions
Technical Connection & Setup
System Overview
Four Jeraa Implementation Sessions
Strategy & Workflow Alignment
Align your implementation priorities, current workflows, client journey, and operational needs.
System Design
Plan the pipelines, automation, qualification logic, communication flow, and AI structure included with your setup.
Implementation & AI Review
Review the configured system, workflows, and initial AI Employee setup and identify included refinements.
Optimization Review & Final Walkthrough
Confirm final adjustments, review how the system works together, and prepare your team to begin using it.
Estimated implementation: Approximately 4–6 weeks after all required information, access, and materials have been received.
Additional migrations, complex integrations, extensive data cleanup, custom development, additional AI use cases, major funnels or campaigns, or other needs outside the standard CORE+ setup will be reviewed with you and quoted separately before additional work begins.
CORE+ includes up to five hours of advanced configuration and system optimization each month to help your CRM, automation, workflows, and AI capabilities continue evolving with your business.
Your included optimization time may be used for:
Advanced workflow and automation adjustments
CRM and pipeline optimization
Lead qualification and routing improvements
AI Employee configuration and refinement
Updates to existing forms, calendars, funnels, and templates
Operational workflow improvements
Troubleshooting and system corrections
Smaller system additions or restructuring
Implementation of priorities identified during strategy sessions
Guidance related to your existing CORE+ system
CORE+ also includes quarterly strategy sessions focused on identifying where your systems can better support the business.
These conversations may include:
Current operational bottlenecks
Workflow and automation opportunities
AI opportunities
Lead-management processes
CRM utilization
Scalability and system readiness
Priorities for your included optimization time
Strategy sessions are separate from your five monthly configuration hours. Implementation resulting from those sessions is completed within the available CORE+ optimization hours or quoted separately when it falls outside the standard scope.
Included optimization hours are intended for ongoing improvement—not unlimited implementation, managed advertising, ongoing campaign management, extensive content creation, large migrations, complex integrations, major new funnels, or custom software development.
Larger needs can be reviewed and quoted separately as a Systems Project. Businesses seeking ongoing marketing, lead-generation, retention, and broader growth management may be better suited for GLOW.
Included monthly optimization hours expire at the end of each billing period and do not roll over.
Before You Complete Your Purchase
CORE+ is an expanded CRM, automation, AI, and system-optimization solution—not a fully managed marketing or growth service.
You and your team remain responsible for the normal day-to-day use of the system.
Advanced setup, AI implementation, and ongoing optimization are provided within the defined CORE+ scope.
CORE+ includes up to five hours of advanced configuration and optimization support each month.
Included monthly optimization hours expire at the end of each billing period and do not roll over.
Quarterly strategy sessions help identify priorities. Implementation is completed within available optimization hours or quoted separately when it falls outside the included scope.
Additional migrations, integrations, AI use cases, custom builds, extensive cleanup, campaigns, and project-based work require separate approval and pricing.
Email, text, phone, AI usage, advertising spend, payment-processing fees, and certain third-party services are billed separately when applicable.
Your subscription renews automatically according to the billing option selected until canceled in accordance with your agreement.
Have Some Additional Questions?
Not sure whether CORE+ provides the right level of implementation, AI support, and ongoing optimization 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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