Customer Portal

Start with a CRM audit, then build what matters.

Choose an offer, answer the qualification questions, and get the discovery details needed for a quote, SOW, sign-off, and payment to start work.

Orderable Service Offers

Pick the CRM path that fits the work

Lead Offer

CRM Audit

A focused audit of CRM data, pipeline stages, lead sources, follow-up gaps, reporting, source-of-truth risks, and automation opportunities.

$950

Buildout

Revenue System Cleanup

Clean up pipeline visibility, lead routing, follow-up reminders, dashboards, and automation rules after the audit identifies the gaps.

$2,500+

CRM

CRM Implementation

A custom CRM or RetainSimply implementation based on approved requirements, workflows, dashboards, training, and SOW scope.

Custom quote

Qualification Intake

Answer the questions needed for quote, discovery, and SOW.

The intake checks fit, complexity, timeline, and source-of-truth risk. After submission, you get a summary that can be used for discovery notes, SOW prep, sign-off, and payment next steps.

Name Email Service Company / organization Website Current CRM or tracking setup Sales or customer team size Approximate contact / lead records

What needs attention? Duplicate or outdated records Lead source tracking Pipeline stages or forecasting Follow-up reminders Reporting dashboards AI or automation guardrails

Which tools need to connect? Main business goal Timeline Budget readiness Anything else needed for discovery or SOW?

Submitting creates a qualification summary and drafts the discovery request.

Start with a CRM audit, then build what matters.

Pick the CRM path that fits the work

CRM Audit

Revenue System Cleanup

CRM Implementation

Answer the questions needed for quote, discovery, and SOW.

Quote readiness pending

Qualification

Quote Direction

Discovery Needed

SOW + Payment