CRM & Business Automation Pricing

Connect every lead source to one CRM and follow up automatically, with monitoring and monthly changes included.

  • Lead capture from every source
  • Automated follow-up sequences
  • Third-party fees listed

How it works

  1. Tell us about your businessFill in the short form with what you need help with.
  2. We reply to set up a timeEvery request is read and answered by our team.
  3. Your free strategy callWe look at where you stand today and recommend practical next steps. Not an order, nothing is charged.

Prefer to talk? Call 678-935-6401 See our work

Our CRM automation pricing covers one connected system: every lead from your website, chatbot or phone agent lands in one CRM, gets assigned, and starts an automated follow-up, so customers hear back fast even when your team is busy.

We work with Infinite Marketing CRM or a supported CRM you already use. CRM + Lead Automation setup is included in the AI Growth Complete website package.

CRM + Lead Automation

CRM + Lead Automation

Every lead lands in one CRM and gets a fast, consistent follow-up.

$499 setup

+ from $99/mo after launch

  • Setup: up to 3 lead sources (forms, chatbot, phone agent) connected to one CRM
  • Pipeline stages set up for your sales process
  • Up to 3 automated follow-up sequences
  • Instant new-lead alerts to your team
  • Works with Infinite Marketing CRM or a supported CRM you already use

Monthly service (from $99/mo) includes

  • Monitoring of connections and automations
  • Fixes when a connection breaks
  • Up to 1 hour of changes per month
  • Monthly lead-flow report
Limits, usage and third-party costs
  • A third-party CRM subscription is billed by its provider
  • Text-message follow-up needs carrier registration (A2P 10DLC); registration and message fees are billed at cost
  • Connections use the CRM's own integrations or Zapier/Make; those subscriptions are billed by their providers

Automation upgrades

Text Message Follow-up Setup

Help registering for business texting and adding SMS to your follow-ups.

Custom pricing

  • A2P 10DLC registration assistance
  • SMS steps added to existing sequences
  • Opt-out handling
Limits, usage and third-party costs
  • Carrier registration and per-message fees are billed at cost
  • Approval is decided by the carriers

What the setup and monthly fees cover

CRM automation pricing has two parts, a one-time setup and a monthly service, and they are always shown separately in the cart.

One-time setup

We connect up to 3 lead sources, such as website forms, your chatbot and your phone agent, to one CRM. We set up pipeline stages for your sales process, build up to 3 automated follow-up sequences and turn on instant new-lead alerts for your team.

Monthly service

After launch, the monthly fee covers monitoring of your connections and automations, fixes when a connection breaks, up to 1 hour of changes per month and a monthly lead-flow report.

A third-party CRM subscription, Zapier or Make subscriptions, and texting registration and message fees are billed by their providers or at cost, as listed on the plan.

How to prepare for CRM setup

A little preparation keeps the setup inside the standard scope:

  • List your lead sources. Note where leads come from today: website forms, chat, phone calls or other tools. The setup covers up to 3.
  • Sketch your sales steps. Write down what happens between a new inquiry and a booked job or sale. Those steps become your pipeline stages.
  • Decide what follow-up should say. Think about the first reply, a reminder and a final check-in. Additional automation workflows can be added later.
  • Check your CRM and texting needs. Tell us which CRM you use, if any, and whether you want text-message follow-up, which needs carrier registration first.

If you also want to see which marketing channels produce those leads, Google’s guide to setting up Google Analytics 4 explains how to start measuring them.

Every CRM automation price on this page is published in full. One-time fees and monthly fees are listed separately on each package and again on your order, so you can see what you pay at the start and what continues each month. If no package fits your budget, you can propose one through Name Your Price for review.

CRM automation pricing questions

Is the CRM subscription included?

If you use a third-party CRM, its subscription is billed by that provider. Our fees cover setup, automation and monitoring.

Can follow-ups go out by text message?

Yes, once your business is registered for texting with the carriers (A2P 10DLC). The Text Message Follow-up Setup add-on helps with registration. Registration and per-message fees are billed at cost.

Which CRMs can you set up?

We set up Infinite Marketing CRM or connect a supported CRM you already pay for. Tell us what you use today and we confirm fit before you buy; if it is not a good match, we say so.

Do I need CRM automation if I already have a website package?

CRM + Lead Automation setup is already included in the AI Growth Complete package, so the cart will not charge it twice. With the other website packages it is an optional add-on that you can choose now or later.

How do the monthly fee and cancellations work?

The one-time setup fee and the monthly fee are shown separately in the cart. Monthly services follow our service terms, which explain billing and the 30-day notice for cancelling.

What if my budget does not fit these prices?

Use Name Your Price to share your budget and goals. We review each request and reply with a scope that fits, or tell you honestly if it does not.

What does the one-time CRM + Lead Automation setup include?

The setup connects up to 3 lead sources, such as website forms, your chatbot and your phone agent, to one CRM. We also set up pipeline stages that match your sales process, build up to 3 automated follow-up sequences and turn on instant new-lead alerts for your team. The aim is that every lead lands in one place, gets assigned and starts its follow-up straight away.

What does the monthly CRM automation fee pay for?

After launch, the monthly fee covers monitoring of your connections and automations, fixes when a connection breaks, up to 1 hour of changes per month and a monthly lead-flow report. It keeps the system you paid to set up working as your forms, tools and team change. The monthly service is listed separately from the one-time setup on each package and again on your order.

Which costs sit outside our CRM automation pricing?

A few third-party costs are billed by their providers or at cost, as listed on the plan. These are a third-party CRM subscription if you use one, Zapier or Make subscriptions, and texting registration and message fees. Our own fees cover the setup, the automations and the monthly monitoring, so you can see which part of the total goes to us and which goes to other providers.

Will CRM automation bring in new leads on its own?

No. CRM automation works on the leads you already receive: it gathers inquiries from your website, chatbot or phone agent into one CRM, assigns them and starts a follow-up so customers hear back fast even when your team is busy. Getting more people to contact you in the first place is a separate job, covered by our lead generation services.

How can I keep my CRM setup inside the standard scope?

A little preparation helps. List where leads come from today, such as website forms, chat, phone calls or other tools, since the setup covers up to 3. Sketch what happens between a new inquiry and a booked job or sale, because those steps become your pipeline stages. Finally, tell us which CRM you use, if any, and whether you want text-message follow-up, which needs carrier registration first.

What should the automated follow-up messages say?

Think about three moments: the first reply, a reminder and a final check-in. Those ideas give us what we need to build the follow-up sequences, and additional automation workflows can be added later if you need more. If you want to see how CRM follow-up relates to email and other campaigns, read about our marketing automation services.

Can CRM automation packages be bought online?

Packages with an approved fixed price can be bought online, and work outside those packages is priced by a written custom quote. Every CRM automation price on the page is published in full. One-time fees and monthly services are shown and billed separately, and monthly services are not charged at checkout, so you can see what you pay at the start and what continues each month.

Is CRM automation worth it for a small local business?

It is built for the situation many smaller teams face: leads arrive while everyone is busy with customers. One connected system means each inquiry is captured, assigned and followed up automatically, and your team gets an instant alert. The setup has a standard scope and every price is published in full. For a wider view of marketing for smaller companies, see how we approach growth for neighborhood service businesses.

Do you set up CRM automation for businesses outside the city of Atlanta?

Yes. We are based in Atlanta and serve businesses across the metro area remotely and by appointment, so connecting your lead sources and building your follow-up does not depend on where you are. For an example of automation planned for one nearby community, see our AI automation for Decatur businesses.

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