AI-first CRM

The AI-first sales system your team can see, follow, and improve.

Practical pipeline strategy, AI-assisted setup, and training that gets your sales and marketing team moving quickly.

Practical pipeline strategy, hands-on setup, and training that gets your sales and marketing team moving quickly.

Package pricing

Three ways to start.

Sales pipeline roadmap

Starting at $1,500

A deep dive into your current systems, then a written strategy and roadmap for a successful implementation.

We will recommend the best fit for an AI-first CRM platform for your company.

One 90-minute strategy session

Concise document deliverable

Takes place over two weeks

Most recommended

AI CRM Basic

Starting at $2,500

Where most clients begin. We build your AI-first CRM system from the roadmap, then get the team running on it.

Customized pipeline, fields, and forecasting

Email, Google, and Slack integrations

Training for up to 5 people, 30 days support

AI CRM Pro

$5,000+

For larger teams, or smaller teams with more customized requirements. Everything in Basic, extended.

Data import and multiple integrations

Zapier automations and agile refinement

Training for up to 20 people over six to eight weeks

Not sure which package fits?

Not sure which package fits?

Book a short intro call and we’ll tell you honestly where to start — even if that means starting smaller.

Book a short intro call and we’ll tell you honestly where to start — even if that means starting smaller.

Book an intro call