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CRM Setup & Support Tailored to Your Business Needs
ePlatform Support Programs
Getting started with a new CRM can be overwhelming, especially for business owners who don’t have the time or experience to manage the setup. At ePlatform, we take the hassle out of CRM onboarding and automation. Our support programs are designed to ensure your systems are built, optimized, and aligned with your business goals from day one.
Whether you're looking for hands-on training, a done-for-you setup, or a full custom CRM build, we have a plan to suit your needs.
TESTIMONIALS
What others are saying
"I'm so happy with my decision"
ePlatform is the best all in one CRM I have come across. Especially for small businesses or soloprenueurs. It has replaced kajabi, mailerlite, squarespace, planoly and the need to get a separate phone for business. I'm so happy with my decision to switch.
- Allisyn Howard
"Support is always readily available"
"Chris and his team have been amazing to work with, so knowledgeable, and full of great feedback to make the best of their platform! Support is always readily available as well. Highly recommend their systems if you are looking to simplify your leads and grow your business!"
- Jessica-Lyn Lee
"INCLUDING tech help on demand!"
"Chris and his team have been amazing at assisting me with the bet product for my business! Eplatform is comprehensive and has everything I need - INCLUDING tech help on demand! Thank you Chris for all you do, in providing the best service!"
- Terra Dawn
INTRODUCING
Basic Support Program
CRM Setup & Training Resources
Do-It-Yourself
No Additional Cost
(Included with software subscription)
Why choose this program?
Ideal for those who want to manage and set up their CRM independently with access to resources.
Perfect for cost-conscious businesses seeking a DIY solution with no consulting fees.
Best for teams with the skills to customize their CRM at their own pace.
Here's what you get:
Perfect for businesses that prefer to take control and independently manage their CRM setup.
24/7 Live Chat Tech Support: Access round-the-clock assistance to troubleshoot technical issues or ask platform-related questions.
Zoom Bookings by Availability: Schedule Zoom sessions when needed to get additional guidance and support.
Comprehensive Knowledge Base: Tap into our extensive library of articles, guides, and tips to help you navigate every feature of our CRM.
The Academy – Training Course: Learn at your own pace with our full training program, featuring video tutorials on how to use every aspect of our CRM software.
Complimentary
Requires ePlatform Software: $297/month
INTRODUCING
Expert Setup & Support Program
CRM Systems Setup
Done-For-You & With You
$500 monthly - no commitment
Why choose this program?
You need an expert to set up your CRM without having to manage it yourself.
Perfect for business owners who want peace of mind knowing their systems are built right the first time.
Here's what you get:
Let us handle the entire CRM setup so you can focus on running your business.
Complete CRM Systems Setup: We’ll set up everything you need, from website optimization and lead generation to appointment booking and reputation management.
Up to 10 Hours per Month: We’ll dedicate 10 hours monthly to building and customizing your CRM systems for your specific business needs.
Personalized Training Videos: Upon completion, you’ll receive custom training videos to help you manage and optimize your systems moving forward.
Hassle-Free Onboarding: Save time and avoid the headache of a complex setup—let us handle everything for you.
Monthly Support: Ongoing guidance to ensure your CRM is working smoothly and efficiently.
$500 monthly
No contracts - cancel anytime
Requires ePlatform Software: $297/month
Essential Systems We Setup For Your Business
Setup & Customization Completely Done-For-You!
Website Optimization
Integrate call tracking numbers, chat widgets, and contact forms to capture leads.
Add client intake forms with conditional logic to gather specific information.
Set up an online booking calendar for easy client appointment scheduling.
Enhance the user experience to improve conversion rates and engagement.
Appointment System
Integrate an easy-to-use online booking system.
Automate appointment confirmations, reminders, and follow-ups to minimize no-shows.
Allow clients to schedule appointments through your website, email, or text.
Keep your calendar organized without manual input from your team.
Automated Pipeline
Automatically add leads to your CRM pipeline when they submit a form on your website.
Move leads through different stages based on their interactions (e.g., booking an appointment).
Track progress efficiently and ensure no leads slip through the cracks.
Automate nurturing and follow-up actions to increase conversions.
Lead Magnet System Setup
Design a lead magnet offer to attract high-quality prospects.
Set up a landing page with an optimized opt-in form to collect contact information.
Automate follow-up emails and SMS sequences to nurture leads into paying clients.
Turn prospects into customers through a strategic lead nurturing process.
Reputation Management
Automatically request feedback from clients after each service.
Direct clients who provide positive feedback to leave a Google review.
Gather negative feedback privately to address concerns before they go public.
Protect and enhance your business’s online reputation.
Referral Generation
Set up automated referral requests via email and text.
Encourage happy clients to refer your services to friends and family.
Provide a seamless referral process through personalized referral links.
Direct referred leads to your booking system to easily connect with your business.
Birthday Campaign
Automate personalized emails and texts for client birthdays, anniversaries, or other important milestones.
Build customer loyalty by recognizing and celebrating important dates.
Keep your business top of mind with thoughtful, timely messages throughout the year.
Monthly Top Of Mind Campaigns
Set up monthly email and SMS campaigns to engage clients year-round.
Deliver valuable content like seasonal reminders, tips, or exclusive offers.
Include subtle reminders about your referral program in each campaign.
Keep your business top of mind and drive consistent client engagement.
INTRODUCING
Expert Setup & Support Program
CRM Systems Setup
Done-For-You & With You
$500 monthly - no commitment
Why choose this program?
You need an expert to set up your CRM without having to manage it yourself.
Perfect for business owners who want peace of mind knowing their systems are built right the first time.
Here's what you get:
Let us handle the entire CRM setup so you can focus on running your business.
Complete CRM Systems Setup: We’ll set up everything you need, from website optimization and lead generation to appointment booking and reputation management.
Up to 10 Hours per Month: We’ll dedicate 10 hours monthly to building and customizing your CRM systems for your specific business needs.
Personalized Training Videos: Upon completion, you’ll receive custom training videos to help you manage and optimize your systems moving forward.
Hassle-Free Onboarding: Save time and avoid the headache of a complex setup—let us handle everything for you.
Monthly Support: Ongoing guidance to ensure your CRM is working smoothly and efficiently.
$500 monthly
No contracts - cancel anytime
Requires ePlatform Software: $297/month
Essential Systems We Setup For Your Business
Setup & Customization Completely Done-For-You!
Website Optimization
Integrate call tracking numbers, chat widgets, and contact forms to capture leads.
Add client intake forms with conditional logic to gather specific information.
Set up an online booking calendar for easy client appointment scheduling.
Enhance the user experience to improve conversion rates and engagement.
Appointment System
Integrate an easy-to-use online booking system.
Automate appointment confirmations, reminders, and follow-ups to minimize no-shows.
Allow clients to schedule appointments through your website, email, or text.
Keep your calendar organized without manual input from your team.
Automated Pipeline
Automatically add leads to your CRM pipeline when they submit a form on your website.
Move leads through different stages based on their interactions (e.g., booking an appointment).
Track progress efficiently and ensure no leads slip through the cracks.
Automate nurturing and follow-up actions to increase conversions.
Lead Magnet System Setup
Design a lead magnet offer to attract high-quality prospects.
Set up a landing page with an optimized opt-in form to collect contact information.
Automate follow-up emails and SMS sequences to nurture leads into paying clients.
Turn prospects into customers through a strategic lead nurturing process.
Reputation Management
Automatically request feedback from clients after each service.
Direct clients who provide positive feedback to leave a Google review.
Gather negative feedback privately to address concerns before they go public.
Protect and enhance your business’s online reputation.
Referral Generation
Set up automated referral requests via email and text.
Encourage happy clients to refer your services to friends and family.
Provide a seamless referral process through personalized referral links.
Direct referred leads to your booking system to easily connect with your business.
Birthday Campaign
Automate personalized emails and texts for client birthdays, anniversaries, or other important milestones.
Build customer loyalty by recognizing and celebrating important dates.
Keep your business top of mind with thoughtful, timely messages throughout the year.
Monthly Top Of Mind Campaigns
Set up monthly email and SMS campaigns to engage clients year-round.
Deliver valuable content like seasonal reminders, tips, or exclusive offers.
Include subtle reminders about your referral program in each campaign.
Keep your business top of mind and drive consistent client engagement.
Ready to get started?
INTRODUCING
Custom Support Program
Custom CRM Build
Done-For-You & With You
Starting at $2,000 monthly
Why choose this program?
You require a highly customized CRM setup to match your complex business processes.
Ideal for businesses ready to invest in a comprehensive CRM build with expert guidance throughout the process.
Here's what you get:
For businesses needing a fully customized CRM system that aligns with their unique goals.
Custom CRM Build: We tailor your CRM systems to your specific business needs, including everything from the Essentials Support Program. If there isn’t enough custom work for a given month, we’ll focus on optimizing the essentials included in the Pro Support Plan.
30 Hours of Customization Per Month: We dedicate up to 30 hours each month to build and optimize advanced workflows and automations tailored to your business processes.
Strategy & Consulting: In addition to the done-for-you setup, we provide monthly strategy sessions to align your CRM with your business goals.
Ongoing Customization: On-demand consulting and customization, ensuring your systems evolve as your business grows.
$2,000 monthly
3 month commitment
Requires ePlatform Software: $297/month
Why Choose ePlatform Support Programs?
Getting started with a new CRM can be overwhelming, especially for business owners who don’t have the time or experience to manage the setup. At ePlatform, we take the hassle out of CRM onboarding and automation. Our support programs are designed to ensure your systems are built, optimized, and aligned with your business goals from day one.
Whether you're looking for hands-on training, a done-for-you setup, or a full custom CRM build, we have a plan to suit your needs.
Don't worry, we can help!
Why Choose ePlatform Support Programs?
Getting started with a new CRM can be overwhelming, especially for business owners who don’t have the time or experience to manage the setup. At ePlatform, we take the hassle out of CRM onboarding and automation. Our support programs are designed to ensure your systems are built, optimized, and aligned with your business goals from day one.
Whether you're looking for hands-on training, a done-for-you setup, or a full custom CRM build, we have a plan to suit your needs.
Don't worry, we can help!
READY TO GIVE US A TRY?
Get Support Today!
Choose the program that fits your business, and let’s get your CRM set up for success. If you’re unsure which program is right for you, schedule a free consultation and we’ll help guide you through the process.
PRICING
Choose Your Plan
Basic Support Program
Complimentary
No contracts - cancel anytime
$0 – Included with Subscription
Basic CRM Tool Training: Access the Academy to learn how to use CRM tools effectively.
24/7 Live Chat Tech Support: Immediate assistance for any technical issues around the clock.
Zoom Sessions by Availability: Book support calls as needed for tool-related questions.
Comprehensive Knowledge Base: Detailed guides and resources for CRM features.
Tool Usage Focus: Learn software basics, not strategies for business growth.
No contracts - cancel anytime
Expert Support Program
$500 monthly
Month to month payments - no commitment
Complete CRM Systems Setup
Up to 10 Hours of Customization: Full CRM setup tailored to your business and growth needs.
Dedicated Account Manager: Your go-to expert for CRM strategy and implementation. No fees for Zoom meetings with your Account Manager.
Initial Planning Session: Learn about your business to identify and prioritize key systems for setup.
Advanced Systems Implementation: Setup for Website Optimization, Appointment System, Automated Pipeline, Lead Magnet, Reputation Management, Referral Generation, Birthday, and Monthly Campaigns.
No contracts - cancel anytime
Custom Program
$2,000 monthly
3 month commitment
Custom CRM Build
Up to 30 Hours of Customization: Comprehensive CRM build with advanced customizations.
Dedicated Account Manager: Expert support for ongoing CRM strategy and optimization.
Industry-Specific CRM Build: Tailored workflows and automation designed for your business.
Monthly Strategy Sessions: Regular reviews and system updates to align with business goals.
Custom Reporting & Analytics: Personalized dashboards for deep performance insights.
3 month commitment
STILL NOT SURE?
Frequently Asked Questions
Question 1: What’s included in the Do-It-Yourself Support Program?
Our DIY Support Program offers 24/7 tech support, Zoom sessions by availability, and access to our comprehensive knowledge base and training course (The Academy). It’s ideal for businesses that prefer a hands-on approach to CRM setup.
Question 2: What is covered under the Done-For-You Support Program?
This program covers complete CRM system setup, including website optimization, automated pipelines, appointment systems, and more. It includes up to 10 hours of customization per month.
Question 3: Can I upgrade from one program to another?
Yes! You can upgrade to a more comprehensive program at any time to suit your growing business needs.
Question 4: What happens if I need more support than the hours included?
For all programs, additional hours are available at $50 per hour.
Strategic Solutions, Real Results
ePlatform helps you attract & close more customers. We give you all the tools, systems, & guidance you need to grow your business on autopilot.
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