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 with done-with-you training, 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

Around The Clock Tech Support

CRM Setup & Training Resources

Do-It-Yourself

Included with Standard Plan 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.

Included in Standard Plan

Monthly subscription $149

INTRODUCING

Expert Setup & Customizing Program

CRM Automation Systems Customizing

Done-With-You

Included with Pro Plan subscription

Why choose this program?

  • You need an expert to help you 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 bring the ideas and strategies and get them setup with you so you can focus on your business

  • Complete CRM Systems Setup: We’ll set up everything you need with you, from website optimization and lead generation to appointment booking and reputation management.

  • Zoom DWY Customizing & Training Sessions: We’ll dedicate time regularly to customizing your CRM automation systems included in the Pro Plan.

  • Hassle-Free Onboarding: Save time and avoid the headache of a complex setup—let us handle everything with you.

Included in Pro Plan

Monthly subscription $299

Essential Systems We Setup For Your Business

Automated Pipeline

  • Capture Leads Automatically: CRM adds leads from website forms, no manual entry needed.

  • Move Leads Through Stages: Automatically move leads through stages based on their actions.

  • Stay Organized: Track lead progress, ensuring no one is overlooked.

  • Automated Nurturing: Engage potential clients with follow-up sequences to boost conversions.

Calendar Automation

  • Seamless Online Booking: Enable clients to schedule appointments through your website, email, or text.

  • Automated Confirmations & Reminders: Automatically send confirmations, reminders, and follow-ups to minimize no-shows.

  • Effortless Organization: Keep your calendar synced and up to date without manual input.

  • Always Accessible: Allow clients to manage their appointments anytime with easy rescheduling options.

Lead Generation Automation

  • Website Optimization: Add call tracking, chat widgets, and forms to capture leads and boost engagement.

  • Client Intake Forms: Use conditional logic to collect the right info from leads at the right time.

  • Embedded Calendar Automation: Allow clients to book appointments through an integrated calendar.

  • Lead Magnet Setup: Capture leads with a form and automatically deliver your offer via email or text.

  • Automated Nurturing: Engage leads with follow-up emails and texts to boost conversions.

Review Automation

  • Request Reviews Automatically: Set up your CRM to automatically request feedback after each service.

  • Boost Positive Reviews: Direct clients with positive feedback to leave a Google review.

  • Handle Negative Feedback: Privately address concerns before they go public.

  • Ongoing Reputation Management:

  • Protect and maintain your online reputation effortlessly.

Referral Automation

  • Automated Birthday & Milestone Messages: Automatically send personalized emails and texts for special occasions.

  • Build Client Loyalty: Show clients you care, fostering long-term relationships.

  • Stay Top of Mind: Keep your business in clients’ thoughts throughout the year with timely messages.

  • Effortless Engagement: Set it up once, and the system ensures you never miss a special day.

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.

Birthday Automation

  • Automated Birthday & Milestone Messages: Automatically send personalized emails and texts for special occasions.

  • Build Client Loyalty: Thoughtful messages foster loyalty and long-term relationships.

  • Stay Top of Mind: Keep your business in clients' thoughts throughout the year with timely reminders.

  • Effortless Engagement: Set it up once, and the system ensures you never miss a special day.

Monthly Top Of Mind Campaigns

  • Automated Monthly Campaigns: Set up recurring email and SMS campaigns with timely, relevant content.

  • Seasonal Reminders & Offers: Deliver seasonal tips or exclusive offers to stay top of mind.

  • Subtle Referral Reminders: Encourage word-of-mouth marketing with gentle referral program mentions.

  • Effortless Engagement: Stay connected year-round without manual effort, driving client interaction.

Payment Automation

  • Automated Order Forms & Checkout Pages: Streamline payments with optimized forms and checkout pages.

  • Post-Sale Automations: Trigger follow-up emails or texts, like order confirmations and receipts.

  • Payment Tracking & Notifications: Automate notifications for received or overdue payments, keeping cash flow in check.

  • Seamless Client Experience: Ensure a smooth payment process from start to finish with automated workflows.

Ready to get started?

INTRODUCING

Elite Support

Custom CRM Build

Done-For-You

Included with Elite Plan subscription

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.

  • CRM Build: CRM systems designed specifically to fit your business needs, built by our expert team.

  • Ongoing DFY Service: Continuous optimization and refinement of automations and workflows to ensure your business runs efficiently.

  • Dedicated Success Manager & Tech Expert: Receive personalized guidance and expert support every step of the way.

  • Expert Support via Slack: Direct access to our team through a dedicated Slack channel for real-time feedback and assistance.

  • Monthly Performance Reports: Detailed reporting and data-driven optimization to track and enhance your CRM's performance.

Included in Elite Plan

Monthly subscription $499

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.

STILL NOT SURE?

Frequently Asked Questions

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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-With-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 time than weekly Zoom sessions included in the Pro Plan?

The elite plan will allow comprehensive and custom CRM project building at $1,499 for 20 hours

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.

38 Citadel Crest Green NW

Calgary AB, T3G 4W5