/ Transparent Fixed Fees

Pick your tier. No surprises. No retainers required.

Every engagement is a fixed fee with a defined scope. Start small, scale when ready.

• Beta Offer
• Most Popular
• Ongoing Support

CRM Mini Rescue

Full CRM Rescue

Monthly Maintenance

$197

$397–$497

$250–$500/mo

Full backend cleanup — all contacts, deal stages, lead statuses, and a complete follow-up system rebuilt for your deal flow. Most investors start here.

A focused cleanup of your most critical data — lead statuses, contact duplicates, and one follow-up sequence. Best for solo investors testing the process.

After the rescue, we keep your pipeline current — cleaning new leads, managing follow-up cadences, and sending professional deal updates each month.

— Every tier includes

Contact and lead deduplication — every record cleaned and categorized by status.

Fixed scope. Defined deliverables.

Deal pipeline rebuild — stages mapped to your actual workflow, not a default template.

Follow-up sequences drafted — consistent outreach templates for buyers, sellers, and lenders.

No open-ended hours, no scope creep. Every tier has a clear list of what gets done — you know exactly what you're paying for before we start.

Handoff documentation — a short reference guide so you can run the system without guessing.

Your backend fixed. Starting at $197.

Start with CRM Rescue and see what an organized deal flow actually feels like. No long-term commitment required.