Optional Services
Upgrade your workflow
White-Label Agency Setup
Prepare CRMFlowDesk for resale under agency branding.
USD 399.00 / one_timeRequest this service
Automation Pack
Follow-up rules, task triggers, notification templates and client journey automations.
USD 149.00 / one_timeRequest this service
Custom Dashboard Buildout
Create tailored views, fields and reporting layouts for a specific business workflow.
USD 299.00 / one_timeRequest this service
Data Import & Cleanup
Import leads/customers from CSV and clean duplicate records.
USD 99.00 / one_timeRequest this service
Email Deliverability Setup
SPF/DKIM guidance, sender setup and notification reliability support.
USD 120.00 / one_timeRequest this service
Sales Pipeline Audit
Review stuck deals, weak stages, follow-up leaks and conversion opportunities.
USD 99.00 / one_timeRequest this service
Industry CRM Pack Installation
Install custom fields, forms, statuses and templates for a chosen business niche.
USD 149.00 / one_timeRequest this service
Monthly CRM Management
Ongoing lead cleanup, reports, follow-up monitoring and workflow improvement.
USD 299.00 / monthlyRequest this service
Field Service Work Order Setup
Set up work orders, asset records, technician assignment and service status tracking.
USD 249.00 / one_timeRequest this service
Client Portal Customization
Branding, portal copy, custom request types and client-facing workflow setup.
USD 249.00 / one_timeRequest this service
Appointment Workflow Setup
Configure booking forms, confirmation templates, reminders and appointment statuses.
USD 129.00 / one_timeRequest this service
CRM Setup & Onboarding
Complete account setup, pipeline planning, staff onboarding and launch support.
USD 199.00 / one_timeRequest this service
Priority Support Retainer
Monthly priority fixes, training, cleanup and CRM improvement support.
USD 89.00 / monthlyRequest this service
Vendor & Supplier Portal Setup
Create vendor intake, supplier records, partner follow-up flows and approval tracking.
USD 199.00 / one_timeRequest this service
Workflow Design Sprint
Map intake forms, statuses, roles, automations and dashboard logic for the client business.
USD 179.00 / one_time