CRM · Customers
The customer book writes itself from what actually happens.
Who they are, what they own, what they looked at and did not buy, what they were shown, what they asked for, and who introduced them. Kept current from what actually happens across the platform, and able to answer: who is ready, for what, what to do next, and why now.
Requires the Foundational Platform, installed first. The engine goes on top.
A record that maintains itself and answers questions.
6 modules. Each one is a job a person used to do. What stops being staffed: the discipline problem of a CRM that is only as current as the last person who remembered to log a call, and the weekly “where are we with…” meeting.
Contacts and Companies
People, the organizations they belong to, and who introduced whom. Created the moment someone arrives.
Identity
Recognizes the same person across a chat, a form, a purchase and a return visit, and merges them into one record.
Activity
Everything that happened, logged at the source: pages seen, questions asked, products viewed, emails opened, orders placed.
Pipeline
Stages and movement for whatever you sell slowly. Advanced by what the person does, flagged when something stalls.
Next Action
Who is ready, for what, what to do next, and why now. Hands the answer to marketing or to a person.
Client Portal
A logged-in place on your domain where an existing customer sees their own account, orders, documents and history.
Learn it with us, get us to help you through it, or have us build it for you.
The same engine at every rung, every module included. What changes is who does the building.
🔒 The engines unlock after your foundation. Every engine installs on the Foundational Platform. The prices are here so you can plan; the door opens once your foundation is in place, and founders take 50% off every engine, for life.
The Foundational PlatformDo It Yourself
the whole engine, every module
A live group cohort. One call a week, the engine set up step by step, you build yours alongside.
Every module, in the order we build them, the way we build them, taught live to the group and recorded. You keep every recording, so the course you took is the video course you own.
Every engine installs on the Foundational Platform. Build the foundation first and this door opens.
Start with the foundationDone With You
the whole engine, every module
Three to six weeks, one on one. You build it onto your Foundational Platform with a guide beside you.
A standing one-on-one call every week. You do the hands-on work; we are beside you at every step until the engine runs.
Every engine installs on the Foundational Platform. Build the foundation first and this door opens.
Start with the foundationDone For You
the whole engine, every module
Two to four weeks. We take in what you want, build it, and deploy it.
Week one we intake what the engine should do for your business. Then we build it, deploy it onto your Foundational Platform, and configure every module. You answer a few questions. No lift on your side.
Every engine installs on the Foundational Platform. Build the foundation first and this door opens.
Start with the foundationMaintenance and Support, $1,000 a month. We keep the engine running, current and watched, for as long as you want us to.
Take all five engines and the platform comes with it.
$10,000 with the courses, $40,000 done with you, $100,000 done for you, the Foundational Platform included at no charge. Every engine lands in the same platform and reports into the same intelligence.
See the full stack