Lead-to-CRM
$900Send leads from one form to one CRM, apply one duplicate rule, and alert your team.
PRICING
Browse all 18 one-time baseline build packages. Final scope and fees are confirmed in a written Order Summary after we review your process.
01 / 06
Capture inquiries, update the CRM, identify priorities and connect qualified leads with the next sales step.
Send leads from one form to one CRM, apply one duplicate rule, and alert your team.
Lead-to-CRM, plus one agreed AI scoring rubric and priority flags a person can review.
Reviewed scoring, plus one booking source, one calendar, and confirmation checks.
02 / 06
Organize incoming messages, flag urgent requests, prepare contextual replies and route exceptions to the right person.
Sort one mailbox into up to three categories, then route or label each message.
Organized Inbox, plus reply drafts for human review, one daily digest, and urgent alerts.
Assisted Replies, plus one website FAQ assistant and one human handoff route. FAQ lead capture and automatic sending are not included.
03 / 06
Help employees find supported answers from approved documents and escalate questions that need human judgment.
Grounded answers from approved clean-text documents through one internal access route. Document refresh is a separate scope.
Document Q&A Pilot, plus refresh from one agreed folder and one Slack or Telegram access route.
Updating Knowledge Base, plus one defined, authenticated action with human approval where needed.
04 / 06
Turn an approved public source into structured data and reviewable drafts.
Collect permitted public fields from one agreed accessible source into one sheet.
Structured Data Collection, plus one draft format delivered for human editorial review.
Reviewed Content Pipeline, plus one documented CMS or scheduler route. Release happens only after approval.
05 / 06
Move records between systems or extract reliable fields from recurring documents.
Move mapped fields one way between two documented apps, with an exception alert. This is separate from invoice capture.
Capture agreed fields from up to two readable invoice layouts in one destination, with exception flags.
Invoice Capture, plus one documented CRM or ERP route and a discrepancy alert for a reviewer.
06 / 06
Build focused assistants and connections across messaging platforms, APIs and internal tools.
Handle up to three agreed commands or one small, approved FAQ on Telegram. This offer stands on its own.
One approved client-owned WhatsApp channel for a limited FAQ and one read-only lookup. This offer stands on its own.
One agent using up to two documented tools and one human-approved action. This offer stands on its own.
Delivery estimates begin after scope approval, kickoff payment, usable samples, and required access. Client or third-party approval delays may extend the schedule. Final milestones are confirmed in writing.
OPTIONAL MONTHLY CARE
A separate monthly fee, only if ongoing scheduled care is useful after the one-time build.
One scheduled monthly check of up to 2 delivered workflows and up to 2 hours total of investigation, minor fixes or tuning. Unused hours do not roll over unless the Order Summary says otherwise.
Two scheduled monthly checks of up to 5 delivered workflows, up to 5 hours total and one health summary. Investigation and minor-fix time counts toward monthly hours.
Monitoring and response commitments only under a separate written support schedule.
Investigation and minor-fix time counts toward monthly hours. Unused hours do not roll over unless the Order Summary says otherwise. No 24/7 response, uptime guarantee, unlimited changes or new workflows are included. Managed Operations commitments require a separate written support schedule.
CUSTOM WORK
These ranges help plan a discussion; they are not fixed automatic quotes.
One process outside a defined baseline; 1–2 systems and agreed exceptions.
Two or more related processes, several integrations and shared handoffs.
Staged rollout, multiple stakeholders, controls, reporting and a test plan.
SSO, legacy or sensitive systems, security review, specialist delivery and a support plan.
A larger business does not pay more solely because it is larger. Pricing follows integrations, data volume and condition, exception paths, permissions, approvals, security and support responsibility. For Department system and Complex / regulated work, a paid discovery or design phase may be proposed first. Production commitments depend on feasibility and appropriate specialists.
START WITH A PLAN
The Process map & proposal service covers one process, its decision points and a prioritized build brief. Deeper audits or multiple systems are quoted separately.
$450PAYMENT & HANDOVER
After the written Order Summary is agreed, work starts when kickoff payment, usable samples and authorized access are available. Builds below $1,500: 50% at kickoff, 50% at agreed acceptance. Builds of $1,500 or more: 40% at kickoff, 40% at a defined, demonstrated test milestone, 20% at accepted handover. The named intermediate milestone is agreed in writing before work begins. Quotes are valid for 14 calendar days unless stated otherwise.
START WITH ONE PROCESS
We will first confirm the process, tools, sample inputs, volume and feasibility—then recommend the smallest useful build.