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Customer Success

How CRMX customers

are getting massive results

You’re never on your own with CRMX

Switching things up isn’t always easy – but with our team of CRMX experts backing you, your first year is smooth sailing. We’re here to make sure you hit the ground running, keep downtime to a minimum, and start seeing results faster than you can say ‘Freedom Machine.’

CRMX has been a total game changer for my business. It’s helped automate processes, allowing my team to work more efficiently and provide top-notch value to our customers. We rely on it heavily to track KPIs and streamline everything. Without CRMX, we wouldn’t be able to scale with a smaller team. It’s truly transformed the way we operate. Thanks, CRMX!

Jake Hess | SolarCon

Dedicated implementation team

When you choose to invest in CRMX Implementation Coaching, you get a dedicated team of pros ready to launch your system quickly and seamlessly. We’re here to make sure you’re not just set up but set up for success.

Customer Success Manager (CSM)

Your go-to contact, connecting you with the support you need and guiding you on strategy to help you get the most out of your CRMX investment.

Implementation Manager (IM)

Crafts your implementation game plan, trains you on the CRMX platform, and ensures your setup and customization are dialed in perfectly.

Import & migration specialists

Manages the entire process of importing your data and migrating your assets into CRMX from your current system, making the transition seamless.

How CRMX implementation Coaching works

1
Strategize and prioritize
You and your Implementation Manager will map out your Perfect Customer Lifecycle, prioritize key automation opportunities, and handpick the best automations to drive your business forward.
2
Move your stuff to CRMX
Our team will handle importing your data and migrating all your assets from your current system into CRMX, making the switch effortless.
3
Build your first automations
Your Implementation Manager will help you customize and fully launch your first 2-5 proven automations, typically within the first month.
4
Ongoing Guidance
During your first year with CRMX, you’ll have regular check-ins with your Customer Success Manager to keep the momentum going strong. Plus, you’ll have access to customer support for as long as you’re part of the CRMX family.

Implementation Packages

basic

One-time investment

$1,500

  • Systems mapping session

  • Basic Data Import

  • 7 Proven Automation Templates

  • 3 Done-For-You Automations

  • Migration Services (Up To 10 Hours)

  • Third-party tools integrated (Up To 2)

  • Weekly Calls With Implementation Manager (Month 1)

  • Monthly Strategy Calls (Months 2 Thru 6)

  • Quarterly Strategy Calls (Months 7 Thru 12)

deluxe

One-time investment

$3,000

  • Systems mapping session

  • Basic Data Import

  • 15 Proven Automation Templates

  • 7 Done-For-You Automations

  • Migration Services (Up To 25 Hours)

  • Third-party tools integrated (Up To 5)

  • Weekly Calls With Implementation Manager (Months 1 & 2)

  • Monthly Strategy Calls (Months 3 Thru 6)

  • Quarterly Strategy Calls (Months 7 Thru 12)

Talk with our team about which Implementation Package you want to invest in after you've signed up for one of our monthly subscriptions right here.

Their support team is top-notch, always getting things done quickly.

Jose Lopez | Semper SolR

How getting started with CRMX is different

  • Quick-start implementation: Our team steps in to ensure a fast, smooth transition to CRMX.

  • Year-Long Strategy Support: We keep optimizing with you throughout your first year to drive results.

  • Personalized Service: Every conversation is tailored to what your team needs to succeed.

  • Built for Small Businesses: Our experts get the unique challenges of small businesses like yours.

  • Expert Insights: With automation know-how and business smarts, we help you accelerate growth.

Now everything is streamlined with automated text and email campaigns.

Earl Kapule | Gratitude Mindset

Implementation timeline: Your first year with CRMX

Frequently asked questions

How will CRMX help me get started the right way?

With CRMX, you’ll get one-on-one coaching rooted in our proven Small Business Growth methodology. Our seasoned Implementation Managers have helped hundreds of entrepreneurs grow their businesses with CRMX.

We also offer full migration services to bring over your essential marketing assets from your previous platform to CRMX—this includes email templates, landing pages, web forms, automations, and your sales pipeline. Plus, we’ll handle your data import (just give us a clean CSV or Excel file after any necessary list cleanup).

Ready to learn more? Text our sales team now: 850-273-4923

What are the benefits of CRMX’s implementation services?

Our experts will help you:

• See a faster return on your CRMX investment by streamlining strategy and setup.

• Pinpoint the key actions needed to reach your top business goals using CRMX.

• Build a powerful automation strategy tailored to your growing business.

• Transition your team to CRMX with minimal downtime through our done-for-you services.

• Get comfortable with CRMX through one-on-one guidance focused on your specific goals.

For the best results, stay engaged with your Implementation Manager and make the most of each call.

What if I need extra support from CRMX?

We’re dedicated to your success, so your CRMX subscription includes 24/7 live chat customer support, a dedicated Customer Success Manager, and access to CRMX Academy for ongoing learning and resources. Plus, you can opt for additional coaching or done-for-you services through our Professional Services packages.

Need help? Reach out to customer support anytime via live chat within the CRMX app with an average response time of 57 seconds.

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