Choose the CRM Support That Fits Your Business
A CRM should do more than store contacts. It should help you respond faster, organize opportunities, automate follow-up, and move more leads toward becoming customers.
Kassel Design offers two CRM options based on how much control, support, and ongoing management your business needs.
Whether you prefer to manage the system internally or want our team to handle the strategy, automation, and optimization, both packages provide a stronger foundation for managing leads and growing your business.
Kassel Design
CRM
Phase 1 — Starter CRM Setup
$1000 one-time Setp Up Fee
CRM Access $197/mo
Build Your Foundation
Your business deserves a system that works. Before you can grow, you need a professional, organized hub built around how your business actually operates. The Starter CRM package gets you fully configured and ready to receive leads, manage contacts, and book appointments — all in one place. Whether you’re starting fresh or consolidating scattered tools, this package eliminates the chaos and gives you a true command center from day one. Stop letting leads fall through the cracks. Start with a system built to grow with you.
INcludes:
- Branded CRM account setup
- Basic business profile setup
- Email connection
- User account setup
- Contact import
- Basic five-stage sales pipeline
- One form or booking calendar
- New-lead email and app notifications
- Basic contact tags
- Mobile app setup
- 30-minute training call
Phase 2 — Lead Capture
$1000 one-time
CRM Access $197/mo
Turn Traffic Into Conversations
Your business deserves a system that works. Before you can grow, you need a professional, organized hub built around how your business actually operates. The Starter CRM package gets you fully configured and ready to receive leads, manage contacts, and book appointments — all in one place. Whether you’re starting fresh or consolidating scattered tools, this package eliminates the chaos and gives you a true command center from day one. Stop letting leads fall through the cracks. Start with a system built to grow with you.
INcludes:
- Lead-capture strategy and setup
- Website contact or quote form
- Appointment calendar
- Missed-call text-back
- Immediate email and SMS response
- Lead source tracking
- One landing page or lead-capture funnel
- CRM contact and opportunity creation
- Internal new-lead notifications
- Up to two lead-response workflows
- 1-hour training call
INcludes:
- Sales pipeline strategy
- Customized opportunity stages
- Lead source and attribution tracking
- Tags, lead buckets, and segmentation
- Automated opportunity creation
- Stage-based workflow automation
- Follow-up task creation
- Lead assignment and routing
- Basic email and SMS nurture sequence
- Appointment and estimate follow-up
- Lost-lead reactivation workflow
- Pipeline reporting dashboard
- Team user setup and permissions
- One-hour training call
Best Deal: 3mo commitment
Get one month service fee on us.....
Phase 3 — Sales Pipeline
CRM Access $197/mo
$1000 Setup
Convert Leads Into Revenue
Leads without structure are just names in a list. The Sales Pipeline package transforms your CRM into a revenue-driving machine — with clearly defined stages, automated follow-ups, and complete visibility into every deal at every stage of your sales process. Know exactly where to focus, ensure no opportunity slips through, and gain the confidence that comes with a system engineered to close. This isn’t just organization — it’s a competitive advantage built directly into your business.
