Audition Guy
Get CRMX working for your business

Choose how much help you want.

Use CRMX with your own team, get help with the parts slowing you down, or let us build the complete lead-to-customer system for you.

Find the help I need See the platform
Find your best starting point

Answer three quick questions.

Tell us how involved your team wants to be, how quickly you want to move, and what part of the customer journey needs help.

You will get a simple recommendation and a clear next step. We will confirm the details with you before you buy.

01 / 03Your team

How much of the system does your team want to build?

Three ways to move forward

Keep the work you want. Hand off the rest.

Some teams want the tools and training. Others want expert help or a completed system. CRMX supports all three.

01
Use your own team

Build it yourself

Choose Pro or Unlimited, set up the platform and AI employees with your team, and use CRMX support and training whenever you need help.

Talk through this choice
02
Get expert help

Build it with us

Stay involved while the CRMX team helps connect, configure, and launch the parts that matter first for your business.

Talk through this choice
03
Hand off the build

Let us build it for you

Have CRMX prepare the AI employees, follow-up, pages, calendars, and sales process your team needs to run the customer journey.

Talk through this choice
How we make the build useful

Start with the customer problem—not the software menu.

We learn how your business attracts, contacts, books, and converts a lead, then build the parts that will improve that journey.

See how AI employees are trained
  1. Step 01

    Tell us what should improve

    Show us where leads or customers are getting stuck and what a better result would look like.

  2. Step 02

    Show us how your business works

    We learn your offers, policies, questions, calendars, team handoffs, and the tools you already use.

  3. Step 03

    We build what you chose

    We connect and prepare the AI employee, follow-up, pages, sales stages, calendars, and reporting included in your service.

  4. Step 04

    Test it with your team

    We run real-world scenarios, check exceptions and handoffs, and make sure your team knows what happens next.

What would you like us to build for you?

Start with the problem you want solved.

Choose the situation that sounds most like your business. You will see what we can handle, a starting price, and the time most builds take.

Not sure which one fits? Pick the closest match. We will talk it through and confirm the exact plan before you buy.

Need the account connected? We can get it ready.Need new leads booked? We can build the follow-up.Need the whole sales team connected? We can bring it together.

Set up CRMX for me

“I want my account connected and ready without doing all the technical setup myself.”

Starting at $1,300 Most setups take 1–2 weeks

What you getA CRMX account that is connected, organized, and ready for your team to use.

  • Your business details and account settings
  • Phone number setup and texting-registration submission
  • Email-sending domain and primary web address connections
  • Your first users, permissions, and main calendar
  • Import of one clean contact list, if you have one
  • A ready-to-use checklist and team walkthrough

Good to know: Best when you want the CRMX foundation handled for you. Custom funnels, follow-up campaigns, and trained AI employees can be added separately.

Turn new leads into booked appointments

“I am generating leads. I need them contacted quickly, qualified, followed up with, and booked.”

Starting at $2,200 Most builds take 2–3 weeks

What you getA working lead-response system that moves new opportunities toward your calendar.

  • The account foundation needed for this build
  • Connection of up to three main lead sources
  • Your main calendar, sales stages, routing, and team alerts
  • One AI appointment setter trained for this lead journey
  • The first 10 days of new-lead follow-up
  • Qualification, booking, human handoff, and testing

Good to know: Best for one main lead journey. Call-center routing, custom funnels, and year-long follow-up can be planned separately.

Connect my lead sources and sales team

“I have multiple lead sources, setters, closers, calendars, or a call center that needs to work together.”

From $4,400 Most builds take 3–5 weeks

What you getOne organized sales process where leads, people, calendars, and follow-up stay connected.

  • Lead capture, labeling, routing, and assignment rules
  • Setter, closer, call-center, and human handoffs
  • Multiple calendars or round-robin booking
  • Sales stages, notifications, and team reporting
  • Contact-list migration and organization
  • New-lead follow-up, recovery, testing, and team training

Good to know: Best when the sales process already exists and needs to be connected. If you want us to design the entire growth strategy too, see Revenue Flywheel.

Keep improving after launchKeep a CRMX build team available

Get ongoing help with campaigns, improvements, reporting, and the new ideas your business needs next.

$1,800 / monthUp to 20 hours of CRMX build help
Talk about ongoing help

Service prices are separate from your CRMX subscription, communication and AI usage, advertising, and third-party costs. Phone, texting, domain, and provider approvals can affect timing. We confirm what is included and what we need from you before work begins.

Want us to build the whole growth system?

Turn your marketing and sales process into a Revenue Flywheel.

The CRMX Revenue Flywheel is our complete strategy-and-build engagement. We help design how your business generates, contacts, qualifies, books, nurtures, and converts leads—then build the funnels, custom copy, AI employees, CRM workflows, pipeline, follow-up, and reporting needed to run it.

See how the Revenue Flywheel works Talk through my growth system
Strategy

Decide what will create the biggest revenue lift.

We study the lead journey, identify the expensive gaps, and design the marketing and sales system around your business.

Build

Build the parts that make the strategy work.

Funnels, copy, AI employees, lead response, booking, pipeline, follow-up, and reporting are connected into one working system.

Conversation Next action
Bring us the bottleneck

We will build around the result you need.

Start with one AI role or connect more of the customer journey. The work follows the business problem—not a generic checklist.

  • AI employee roles and knowledge
  • Qualification and booking logic
  • Lead follow-up and recovery flows
  • Pipelines, calendars, and handoffs
  • Websites, funnels, forms, and chat
  • Customer journey reporting
Services FAQ

Know what you are getting before work begins.

We make the deliverables, timeline, price, and responsibilities clear so your team can say yes with confidence.

Compare ways to get started
Does the monthly CRMX subscription include setup?

No. Pro and Unlimited give you the software and AI employee tools, and your team can set them up. If you want CRMX to connect, train, test, or build the system for you, choose one of the optional services on this page.

Can CRMX build an AI receptionist or appointment-setting agent?

Yes. We can build AI employees for inbound and outbound conversations, train them on your approved business knowledge, and give them clear qualification, booking, and human-handoff rules.

What information does CRMX need before a build?

We will ask about your offer, customers, lead sources, service areas, common questions, calendars, current tools, and what you want to improve. You do not need to translate your business into technical instructions before the conversation.

How do I know which service I need?

Choose the situation that sounds most like your business: getting the account ready, turning new leads into appointments, or connecting a more complex sales operation. We will talk it through with you and confirm exactly what is included before you buy.

Can I purchase these services directly online?

Start with a conversation. We will confirm what you need, what we will build, what we need from you, the timeline, and the price before sending an agreement or invoice.

When should I consider the Revenue Flywheel?

Consider it when you want more than software setup. The Revenue Flywheel is for businesses that want CRMX to help design the marketing and sales strategy, write the funnel and copy, build the AI employees, and connect lead response, booking, follow-up, and reporting into one system.

Choose how much help you want

Use CRMX yourself—or let us make it work for you.

Tell us where leads are getting stuck and how involved your team wants to be. We will recommend the simplest next step.

Talk through what I need Compare software plans