Everything in the crm package.
What you actually get — itemized, no vague deliverables.
- CRM pipeline setup and customization
- Automated email and SMS workflows
- Form and lead capture integration
- Appointment scheduling and reminders
- Custom reporting dashboards
- Team access and training
- Ongoing automation support
- Integration with ad platforms and website
— Ideal For
Built for operators who want growth.
01
Businesses needing better lead follow-up
02
Sales teams managing multiple pipelines
03
Service businesses with appointment booking
04
Companies wanting all-in-one marketing automation
How we actually deliver this.
The phases are sequential, the work is visible, and there's no ghosting between milestones.
Map Your Process
Understand your sales process, touchpoints, and follow-up needs.
Build Pipelines
Set up CRM stages, automations, and lead routing.
Integrate Sources
Connect website forms, ads, and other lead sources.
Train Your Team
Walk through the system and provide documentation.
Optimize & Scale
Refine workflows based on performance and feedback.
— Pricing
CRM Platform tiers.
Simple monthly pricing for the 704MKT CRM Platform. Choose the tier that fits your team — upgrade anytime.
Starter
Everything you need to centralize contacts and start selling smarter.
USD
per month
What’s included:
- Contacts, pipelines & deal stages
- Calendars & appointment booking
- Conversations inbox (SMS, email, FB, IG)
- Basic automations & workflows
- Reporting dashboard
- Email support
Pro
Everything in Starter, plus advanced workflows and websites.
USD
per month
What’s included:
- Everything in Starter
- Advanced workflows & automations
- Websites, funnels & landing pages
- Forms & surveys
- Expanded contact limits
- Priority email support
Scale
Everything in Pro, plus reputation management and priority support.
USD
per month
What’s included:
- Everything in Pro
- Unlimited contacts
- Reputation management & reviews
- Advanced reporting & attribution
- Priority phone & chat support
- Onboarding & migration assistance
— Tooling
The stack behind the work.
Questions, answered straight.
We provide access to our white-label CRM platform as part of service packages, saving you the cost of a separate subscription. You get enterprise features at better overall value.
Yes, we can import your existing contact lists and set up integrations with your current tools.
Lead nurture sequences, appointment reminders, follow-up workflows, review requests, abandoned cart recovery, and more.
Yes, we provide team training and documentation as part of setup. Ongoing support is available on retainer.
Ready to ship this?
Tell us about your project and we'll put together a plan tailored to your goals.
Get in Touch →