CRM + Pipeline
The customer pipeline you'll actually use.
A fully configured customer pipeline tuned to your sales motion.
The problem
Most CRMs are abandoned within 90 days because they were never tuned to how the business actually sells. Reps default back to spreadsheets, sticky notes, and 'I'll text them later'.
What you get
A pipeline mapped to your real sales motion — stages, tags, routing, and ownership baked in. Every lead from every Connect+ module flows into it, and the whole thing is controlled from your website's Connect+ Dashboard.
Built into your business.
Custom pipeline stages
Built around your sales process, not a generic template. New lead → contacted → qualified → booked → won.
Lead routing & ownership
Round-robin or rules-based assignment so leads never sit in a queue.
Opportunity tracking
Pipeline value, stage velocity, and aging — all visible in your Connect+ Dashboard.
Tagging & segmentation
Smart tags so reactivation and follow-up campaigns have clean lists from day one.
What ships
Deliverables
- Custom pipeline configured & tested
- Lead routing rules
- Tag and field architecture
- Mobile CRM access for the team
- Training session + SOP doc
Timeline
5–10 days
Investment
$1,000 setup · $97–$297/mo
Best for
Pick your install.
Four clear tiers. Same dashboard. Same speed obsession. Scale up the moment you're ready.
Solo
$1,000
+ $97 / mo
Connects website + 1 lead source
- Single pipeline (up to 5 stages)
- Website form → CRM sync
- 1 user / mobile access
- Basic tags + lead routing
- Connect+ Dashboard (read-only)
- Email + SMS conversation history
Team
$1,500
+ $197 / mo
Website + funnels + automation feeding in
- Everything in Solo
- Up to 3 pipelines, 8 stages each
- Funnel + landing page sync
- Automation Engine integration
- Up to 5 users + role permissions
- Round-robin lead routing
- Full Connect+ Dashboard control
- Calendar + booking sync
Multi
$2,000
+ $247 / mo
AI agents + reviews + reactivation wired in
- Everything in Team
- Unlimited pipelines + stages
- AI Sales Agent conversation logging
- Review Engine sync (per-customer reviews)
- Reactivation campaign segmentation
- Up to 15 users
- Custom fields + opportunity scoring
- Pipeline-level reporting + forecasting
- Dedicated account manager
Operator
$2,500
+ $297 / mo
Every Connect+ module routed into one CRM
- Everything in Multi
- Branded mobile app sync
- Multi-location / multi-brand pipelines
- Unlimited users
- Custom automation triggers
- API access + webhooks
- Quarterly pipeline tuning
Install CRM + Pipeline in 5–10 days.
One strategy call. We'll scope it to your business and quote it on the spot.