Optional CRM upgrades

Choose the CRM upgrade that fits the workflow.

These demos show optional CRM upgrade levels. A website can be sold by itself. Hosting and support can be sold by itself. CRM is added only when the client needs lead tracking, notes, follow-ups, pipeline visibility, booking support, or automation.

Start with CRM Starter Compare CRM pricing

Website vs. CRM

A website brings attention. A CRM keeps that attention from getting lost. They work together, but they are not the same product. CRM should appear as its own upgrade line item when sold.

Simple rule: website foundation and hosting/support plans do not automatically include CRM. Pair the right CRM upgrade with the right hosting package only when the client needs it.

Starter

CRM Starter

Simple lead tracking for businesses that need a clean place to capture contacts, notes, and next steps. Suggested with Stay Live.

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Organized

CRM Organized

Better for appointment-based businesses that need booking status, deposit reminders, review follow-up, and client organization. Suggested with Growth Partner.

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Automation

CRM Automation

Built for service businesses that need missed-call tracking, estimates, reminders, urgent tasks, and stronger follow-up pressure.

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Growth

CRM Growth

Designed for bigger opportunities, event details, deposits, customer recovery, revenue visibility, and active pipeline growth. Suggested with Hybrid Scale.

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Partner

CRM Partner

For ongoing, detailed workflows where notes, accountability, scheduling, process support, and command-center visibility matter. Suggested with Market Dominator.

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Public preview only. These demos are made to show the client experience and package value. Production builds should include secure login, database storage, role access, backups, and client-specific workflow rules.