Done For You

SummitCRM
Fulfillment Plan

Reviews & Messaging Platform Ideal for small businesses just starting to systematize their customer relationship management and needing foundational tools for growth.

Free 14-Day Trial Then Just $497/mo!

- 1,000 SMS Credits/Month -

Step 1Your Account Details
Step 2Your Billing Details
Your Address

Done For You

SummitCRM
Fulfillment Plan

Reviews & Messaging Platform Ideal for small businesses just starting to systematize their customer relationship management and needing foundational tools for growth.

Marketing Fulfillment Services

1 Email Marketing Campaign Per Month

2 Facebook Ads per month (Does Not Include Your Ad Spend)

2 Organic Social Posts Per Week on Multiple Platforms You Choose

(All Post and Ads require approval before going live)

Done For You Onboarding

Strategy onboarding call inlcuded to tailor the CRM setup to the business's specific needs

Assistance with CRM migration, ensuring a smooth transition from their current system to Summit CRM

Setup and Training of your AI Chatbot Included

Monthly Strategy Sessions

30-Minute Monthly Strategy and Analytics Session with a team member

Google Business Profile Optimization Service

Fully Optimized for Local SEO to Rank Higher in Search ($297 Value)

AI Integration

Automate sales outreach, provide chatbot support, generate personalized content, optimize advertising, enhance customer interactions and more.

Reviews

Attract potential customers with your Google and Facebook reviews by sending a quick text message.

Messaging

Manage your messages with a single inbox for SMS text, Facebook messages, Google Business, and more.

Webchat

Increase conversions with an on-site chat widget that moves conversations to text.

Textable Number

Get a textable business number so your customers can easily connect with you through the SummitCRM app.

Onboarding Guides

Essential onboarding guides and video tutorials included

On-Demand Enhanced Support

Free 14-Day Trial Then Just $497/mo!

- 1,000 SMS Credits/Month -

Step 1Your Account Details
Step 2Your Billing Details
Your Address

Marketing Fulfillment Services

1 Email Marketing Campaign Per Month

2 Facebook Ads per month (Does Not Include Your Ad Spend)

2 Organic Social Posts Per Week on Multiple Platforms You Choose

(All Post and Ads require approval before going live)

Done For You Onboarding

- Strategy onboarding call inlcuded to tailor the CRM setup to the business's specific needs

  • Assistance with CRM migration, ensuring a smooth transition from their current system to Summit CRM

  • Setup and Training of your AI Chatbot Included

Monthly Strategy Sessions

- 30-Minute Monthly Strategy and Analytics Session with a team member

Google Business Profile Optimization Service

Fully Optimized for Local SEO to Rank Higher in Search ($297 Value)

AI Integration

Automate sales outreach, provide chatbot support, generate personalized content, optimize advertising, enhance customer interactions and more.

Reviews

Attract potential customers with your Google and Facebook reviews by sending a quick text message.

Messaging

Manage your messages with a single inbox for SMS text, Facebook messages, Google Business, and more.

Webchat

Increase conversions with an on-site chat widget that moves conversations to text.

Textable Number

Get a textable business number so your customers can easily connect with you through the SummitCRM app.

Onboarding Guides

On-Demand Enhanced Support

Essential onboarding guides and video tutorials included

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