One-time setup

CRM Integration

Logs calls, leads and messages into your CRM automatically, with the fields you choose. Businesses that track leads in a CRM and want fewer copy-paste jobs.

$245one-time

Paid once at checkout. No subscription needed.

Expected timeline: 3–5 business days

What’s included

  • CRM connection
  • Field mapping for leads and calls
  • Duplicate handling rules
  • Test records

Not included

  • Yearly plan charges (billed separately)
  • Third-party software subscriptions or carrier fees
  • Work outside the listed deliverables

Who it’s for

Businesses that track leads in a CRM and want fewer copy-paste jobs.

Timeline

  1. Step 1Order and onboarding form
  2. Step 2Build and configure
  3. Step 3Test and approve
  4. Step 4Go live

Timeline starts once your onboarding form is complete.

What we’ll need from you

  • Business name, hours and service area
  • The main contact for setup questions
  • Access to any connected tools (calendar, CRM, website)

You’ll give us all of this in one onboarding form after you order.

Optional add-ons

Script & Flow Tune-UpWe review recent calls and transcripts, then adjust scripts, questions and routing.
$125 one-time
Front-Office Call AuditWe review how calls, voicemails and missed calls are handled today and send a written list of fixes.
$95 one-time

Questions about this service