Elevate CRM™ (Client Relationship Management) - [ Set Up Only ]

Are you ready to take your business to the next level? Elevate CRM™ is your all-in-one marketing and sales platform, designed to help service-based businesses capture, nurture, and close leads seamlessly.

Streamline your tools and processes with Elevate CRM™. Our platform keeps everything in one place, helping you save money while delivering a stellar client experience.

Elevate CRM™ is your all-in-one marketing and sales platform designed to help you capture, nurture, and close leads seamlessly. For a $597 setup fee, we’ll customize the platform to your needs, integrate your data, and provide training, along with 30 days of support to ensure a smooth transition. After the initial 30 days, enjoy ongoing access and updates for $97/month, giving you the tools to generate more customers, retain clients, and scale your business—all while streamlining operations in one powerful system.

Do You Want to Scale Your Business?

Elevate CRM™ gives you all the tools you need without having to duct-tape multiple platforms together.

Capture

• Lead Generation Tools: Create landing pages, surveys, forms, calendars, and inbound phone systems.
• Custom Websites & Funnels: Build high-performing websites and captivating landing pages with a drag-and-drop editor.
• Online Appointment Scheduling: Seamlessly capture and manage appointments through an integrated calendar system.

Nurture

• Automated Multi-Channel Campaigns: Engage leads with voicemail, SMS, email, Facebook Messenger, and more.
• Two-Way Communication: Stay connected on any device with our full-featured mobile app.
• AI-Powered Conversations: Automate messaging to schedule appointments without human intervention.

Close

• Pipeline Management: Track your leads through every stage of the sales funnel.
• Integrated Payment Systems: Accept payments directly via Stripe for websites, funnels, and bookings.
• Analytics Dashboard: Monitor leads, revenue, and performance metrics all in one place.

What’s Included in the Elevate CRM™ Setup?

1. Discovery & Assessment

• 30-Minute Consultation: Identify your business processes, challenges, and goals.
• Expert Recommendations: Tailor a CRM solution specific to your needs.

2. Custom CRM Setup

• Personalized Configuration: Design workflows, pipelines, dashboards, and automation tailored to your business.

3. Data Migration

• Secure Data Transfer: Import existing leads, contacts, and client data safely.
• Data Organization: Ensure your CRM is ready for efficient operation from day one.

4. System Integration

• Tool Connection: Sync with your email, calendar, and marketing tools.
• Advanced Features: Integrate marketing funnels, payment systems, and collaboration platforms.

5. Training & Onboarding

• Live Training Sessions: Equip your team to maximize CRM usage.
• Onboarding Resources: Guides, tutorials, and FAQs for ongoing reference.

6. 30-Day Post-Setup Support

• Continuous Assistance: Adjustments, troubleshooting, and fine-tuning for optimal performance.

Why Choose The Modish Elevate CRM™?

• Simplified operations to manage leads, relationships, sales, and communications in one place.
• Tailored solutions designed to meet your unique business needs.
• Scalable tools to grow with your business as it expands.