Automation Guide How much does CRM automation cost for a small business?

What goes into the cost of a CRM and automation setup for a small business, and how to tell if it's paying for itself.

Key takeaways
  • You're paying for software, setup and ongoing support.
  • The more channels, workflows and integrations, the more setup it takes.
  • It usually pays for itself through leads that would have been lost.
  • Start simple, then add more.

A CRM with automation can save hours every week and keep leads from slipping away. But what does it actually cost? It comes down to three parts.

1. What you pay for

  • Software: a monthly subscription for the CRM, texting and phone tools.
  • Setup: building your pipeline, forms, automations, templates and integrations.
  • Usage: texting, calling and email volume.
  • Support: help, changes and improvements over time.

2. What affects the price

  • How many lead sources need to connect: website, ads, Google, social media and calls.
  • How many workflows: text back, follow up, reminders, review requests and reactivation.
  • Whether you need payments, booking or multiple locations.
  • How much training your team needs.

3. How it pays for itself

Think about missed calls, quotes nobody followed up on and customers who never got a reminder. If automation saves even one or two jobs a month, it often covers itself. Track leads, response time and booked jobs before and after to see the difference.

4. How we price it

Instant text back and lead alerts are included with our ads packages. Larger CRM setups with full pipelines, reminders, review automation and reactivation are priced by scope after a short call. See our CRM services and pricing.

Related: what to automate first.

FAQ

CRM cost questions

Don't see your question? Call 610-810-3190.

How much does a CRM cost for a small business?

It depends on the software, how much setup you need and your texting and calling volume. We price setups by scope after a short call.

Is CRM automation included in your packages?

Instant text back and lead alerts come with our ads packages. Bigger setups are priced separately.

Is a CRM worth it for a small business?

Usually, if it saves a few lost leads a month.

How long does setup take?

A basic setup can be running in days. Bigger setups take longer.

What should I automate first?

Lead capture and an instant reply. See what to automate first.

Do you work with my competitors?

No. We don't work with your competitors in your market.

Your business

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Tell us about your business and where you want to grow. We'll look at your Google presence and tell you honestly what we'd change.

  • Google Ads, Facebook Ads, local SEO and websites
  • Built and run by our in house team
  • We don't work with your competitors in your market

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