CONNECT / Website + customer CRM

Move beyond the customer spreadsheet.

A bilingual website and a private CRM for customer records, jobs and follow-ups. Connect starts at $2,499 USD and includes Grow. Keep accounting in your existing system.

Let’s organize my work

A short inquiry. We confirm the scope before you pay.

IS THIS FOR YOU?

A practical fit for your next step.

For a service-business owner who wants one place to see inquiries, follow up and track work. This is a focused lead-management system for one business, one owner account and one pipeline.

A CRM is a customer relationship management system. Here, its job is simple: save each inquiry, show its status and help you decide the next action. The acknowledgment confirms receipt. You still handle the conversation and qualify the customer.

What’s included

Grow website, blog and initial SEO included
Customer records and job details in one protected owner dashboard
New, Contacted, In progress, Completed and recoverable Trash sections
Customer and job details, saved notes and follow-up dates
One website form connected to the CRM, owner email notifications and inquiry acknowledgment
Owner walkthrough, 2 consolidated revision rounds and 30 days of bug fixes

You provide the facts, logo, approved photos and one person to approve content. We organize, polish and translate the agreed materials.

SEARCH & CLARITY

Useful pages. Clear search foundations.

The website includes the same SEO foundations as Grow. The CRM is private and excluded from indexing. Website analytics run on public pages, not inside the dashboard. We keep submitted contact details out of analytics events.

SCOPE & OWNERSHIP

Know what you are committing to.

This is not a replacement for a full sales platform with multiple teams. One reviewed CSV import of up to 500 customer or job rows and 10 agreed fields is included. We preview the mapping with you and retain your original file. Extra files, data cleanup, formulas, accounting migration, additional users, SMS, payments and complex integrations are quoted separately. Follow-up dates are organizational fields, not scheduled reminder emails. Any paid software or email usage is disclosed before payment.

You buy and renew the domain in your own account. Optional annual care is $149 USD for routine maintenance and two content edits of up to 15 minutes each. New work and ongoing SEO are separate.

EXCEL → CRM

Keep the relationship. Lose the scattered lists.

Move agreed customer records, job details and follow-up dates from one spreadsheet into a focused CRM. One business, one owner and one pipeline. We agree the fields and stages before payment, review a preview with you and keep the original export.

Your accounting stays where it belongs.

Excel bookkeeping, QuickBooks, Xero, invoices, payroll and financial transactions stay in your current system. The CRM tracks relationships and work. AI assists our build process, with human review; chatbots and client-facing AI automations are outside this price.

QUESTIONS ABOUT CONNECT

Before you choose.

What is included in the CRM?

One business, one owner account, one lead pipeline, five status sections including Trash, notes, follow-up dates, one form connection and transactional email setup.

Does the CRM find customers for me?

It organizes existing customer and job records plus inquiries that reach your business. It does not generate traffic, run ads, contact prospects or guarantee sales.

Is customer data private?

The dashboard requires owner authentication. We use HTTPS, access controls and restricted private responses. Private pages are not tracked by website analytics. No system is risk-free.

Are there monthly CRM fees?

We confirm the chosen software, hosting and email limits before payment. Paid platform or usage fees, if required, are separate. Advanced automation and ongoing management need a separate scope.

YOUR NEXT STEP

Let’s make your business easier to find and contact.

Let’s organize my work

Business name, country and email. Phone is optional. No payment is taken.