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.
Managed
CRM
What’s Included
- Standard sales pipeline setup
- Pipeline stages adapted to your sales process
- Standard tags and contact organization
- Custom fields based on your business needs
- Lead capture form integration
- Calendar and appointment setup
- New lead acknowledgment automation
- Appointment confirmations and reminders
- Basic pipeline stage automations
- Email and SMS configuration
- User access and permission setup
- System testing before launch
- Live video training and handoff
- Access to the Kassel Design CRM platform
Best For
- Businesses with an internal marketing or sales team
- Owners who want direct control of the CRM
- Companies comfortable managing their own campaigns
- Businesses that need a strong system without ongoing management
- Teams looking to centralize contacts, leads, appointments, and follow-up
Your Team Manages
- Adding and managing contacts
- Updating pipeline opportunities
- Creating future campaigns
- Writing and editing email or SMS messages
- Monitoring conversations and responses
- Managing ongoing workflows
- Reviewing performance and making adjustments
Managed CRM Lite
$999 Monthly
CRM Monthly Subscription Included
INcludes:
- CRM access
- Pipeline management support
- Monthly workflow updates
- Monthly reporting
- Lead source review
- 1 campaign or automation update/month
- 30 min Reporting & strategy call
Managed AI Growth CRM
$2000 Monthly
CRM Monthly Subscription Included
INcludes:
- CRM management
- Funnel/landing page updates
- SEO/content coordination
- Lead generation campaign support
- Email/SMS campaign development
- Review/reputation system
- Monthly reporting
- Sales pipeline consulting
- SEO Content Development
- AI Voice Agent
- AI Conversation Agent
- 1 Hour Reporting & strategy call
- Conversion optimization
Full Managed AI Growth CRM
$2800 Monthly
CRM Monthly Subscription Included
INcludes:
- CRM management
- Funnel/landing page updates
- SEO/content coordination
- Lead generation campaign support
- Email/SMS campaign development
- Review/reputation system
- Monthly reporting
- Sales pipeline consulting
- SEO Content Development
- Ad Management
- AI Voice Agent
- AI Conversation Agent
- 1 Hour Reporting & strategy call
- Conversion optimization

