CRM

Steps to Get Started…

Select Which Plan Works Best for You. We offer three plans that benefit various businesses. If you are starting a new business, we recommend the Classic. If you have a business and you want to automate more services to reach and connect with your clients, go Premium. If you want to try out the CRM to see how it will benefit you, try the Buddy CRM.

Classic CRM Service

Setup Fee: $900 and $250 monthly to keep access to the service. To start would be $1,150

Classic CRM Set-up Includes:

Master Calendar & Booking Link – Appointment Scheduler with Payment integration
Email Marketing Capabilities (does not include an email campaign)
Landing Page
1 Live Training
1 Workflows Created by KLE
2 Form Builders Created by KLE
1 Automation Task Created by KLE
Tag Assignment
Upload Contacts
Assistance with Integrating Social Media Pages
Funnel Creation – Landing Page/Website Refresh
Hosting for Your Course (does not include building your course. Add-on required)
Payment and Invoice integration – Stripe, PayPal, or Authorize.net other Merchant may also be available (Check for options)
Lead Generator: Tracker, Opportunities, Pipeline Tracker, Invoice Tracker (Won and Open Reporting)

CRM – Management Tool

Service Level: Classic CRM Creation

Classic CRM:

Master Calendar & Booking Link – Appointment Scheduler with Payment integration
Email Marketing Capabilities (does include an email campaign)
Email Campaign
Landing Page
1 Live Training
1 Workflows Created by KLE
2 Form Builders Created by KLE
1 Automation Task Created by KLE
Tag Assignment
Upload Contacts
Assistance with Integrating Social Media Pages
Funnel Cre…

$1,150.00

Order now

Premium CRM Service

Setup Fee: $1500 and $250 monthly to keep access to the service. To start would be $1,750

Full CRM Set-up Includes:

2 Master Calendar & Booking Link – Appointment Scheduler with Payment integration
Email Marketing Capabilities (does include an email campaign) 1 1 Email Campaign Created
Landing Page
1 Live Training
3 Workflows Created by KLE
4 Form Builders Created by KLE
2 Automation Task Created by KLE
Tag Assignment
Upload Contacts
Assistance with Integrating Social Media Pages
Funnel Creation – Landing Page/Website Refresh
Hosting for Your Course (does not include building your course. Add-on required)
Payment and Invoice integration – Stripe, PayPal, or Authorize.net other Merchant may also be available (Check for options)
Lead Generator: Tracker, Opportunities, Pipeline Tracker, Invoice Tracker (Won and Open Reporting)

Other Sales Tools Accessible through the CRM
-Affiliate program manager and payouts
-Subscription Tracking
-Social Media Management Auto-posting Tool
-Contact Management – Contact Profiles, Note Section, Contact Tagging for Direct Email/Text SMS Marketing Campaigns (text limits*)
-Email Marketing – draft and schedule in the platform
-Blog Content Manager
-Google My Business Management tool
-All integration tools – WordPress, Stripe etc.
-Form Builder
-Survey Builder
-SEO Booster
-Media Library
-SMS Messaging & Phone
-Task/Project Tracker – Assign to other team members

CRM – Management Tool

Service Level: Premium CRM Creation

Premium CRM:

Master Calendar & Booking Link – Appointment Scheduler with Payment integration
2 Email Marketing Capabilities (does not include a email campaign)
Landing Page
1 Live Training
3 Workflows Created by KLE
2 Form Builders Created by KLE
1 Automation Task Created by KLE
Tag Assignment
Upload Contacts
Assistance with Integrating Social Media Pages
Funnel Creation – Lan…

$1,750.00

Order now

Buddy CRM

Setup Fee: $650 and $50 monthly to keep access to the service. To start would be $700

Buddy CRM Set-up Includes:

1 Master Calendar & Booking Link – Appointment Scheduler
1 Email Marketing Campaign
Landing Page (Not included if you want to add it on, it is $300)
1 Live Training
1 Workflows Created by KLE
1 Form Builders Created by KLE
1 Automation Task Created by KLE
Tag Assignment
Upload Contacts
Hosting for Your Course (does not include building your course. Add-on required)
Payment integration* (Service agreement and remittance plan. Client receives 75% of payments. Payouts are net 30 days.)