Set up for your business
We configure the agreed account, contacts, pipeline, calendar, forms and included workflows. Onboarding and import scope depend on the plan you choose.
CRM & AUTOMATION / PRICING / INDEPENDENT CREATIVE STUDIO Turn inquiries into
Turn inquiries into
better conversations.
More than a contact database.
Your CRM should do more than store names. We set up lead capture, pipelines, appointment booking and reliable follow-up, then help you keep the system useful as your business grows. See what setup costs, what the monthly plan covers and where automation begins.
STRATEGY MEETS CRAFT · ROOTED ON THE COAST CRM & MARKETING AUTOMATION / TIDE & TYPE CO.
CRM & AUTOMATION PACKAGESA system for every stage.
A system for every stage.
With no mystery around the fees.
Done-for-you CRM setup with transparent monthly management, practical automations and ongoing support. One-time implementation and ongoing service are priced separately.
CRM Essentials
Organize every opportunity
A clean, connected place for contacts, inquiries, appointments and your sales pipeline.
$249
/ month + $750 one-time setup
What’s included
- Configured CRM account with user access
- Contact database, tags and custom fields
- One sales pipeline with defined opportunity stages
- Import of one clean contact CSV list
- One connected booking calendar
- One lead capture form and website connection
- Unified conversation inbox for leads
- New inquiry notifications and task reminders
- Up to 2 standard active workflows
- Basic email and SMS response templates
- Basic pipeline and lead activity dashboard
- One live onboarding and handoff session
- Platform access and routine support
CRM + Automations
PREFERREDAutomate the follow-up
For businesses ready to respond faster, reduce repetitive tasks and nurture opportunities.
$399
/ month + $1,500 one-time setup
What’s included
- Everything in CRM Essentials
- Up to 5 custom active workflows in total
- Missed-call text-back configuration
- Two-way SMS and email conversation setup
- Multi-step new-lead follow-up sequence
- Automated booking confirmations and reminders
- Up to 2 connected booking calendars
- Opportunity-stage tasks and notifications
- Lead source tags and basic segmentation
- Standard review-request workflow
- CRM-linked web form and lead routing setup
- Monthly workflow health review
- Two guided onboarding or team training sessions
- Ongoing platform support
Managed CRM
A hands-on growth system
Advanced, tailored workflows with regular reviews and an agency partner helping keep them useful.
$699
/ month + $2,500+ one-time setup
What’s included
- Everything in CRM + Automations
- Up to 10 custom active workflows in total
- Advanced tagging and lead qualification
- Conditional routing and team assignment rules
- Longer-term nurture or reactivation sequence
- Review and referral follow-up workflows
- Multi-stage pipeline and opportunity automations
- Advanced booking and follow-up pathways
- Custom reporting dashboard and source visibility
- Monthly 30-minute strategy and performance review
- One minor existing-workflow optimization per month
- Workflow health checks and monitoring
- Priority CRM support and guidance
- Documented handoff and team training
Prices include the defined CRM configuration and ongoing service, not a website build or unlimited campaign management. Phone numbers, SMS, calls, email sending, AI, A2P/10DLC registration, premium workflow actions and third-party integrations may incur additional charges. Final inclusions, terms and usage rates are confirmed in your proposal. All prices are starting points; final project scope, deliverables, setup or ongoing charges, and third-party costs are defined in a written proposal. No specific marketing result is guaranteed.
A clearer picture. Monthly service and one-time setup are separate. SMS, phone, email, AI and premium third-party usage can incur additional fees. We confirm the applicable rates and support scope before launch.
SOFTWARE VS. A WORKING SYSTEM More than a login.
More than a login.
A process that follows through.
Off-the-shelf CRM pricing buys access to software. Our plans also include a defined implementation: connecting the lead sources, organizing the pipeline, and setting up the follow-up your team can actually use.
Put follow-up in motion
Your team can respond through a shared inbox and use the agreed reminders, tasks and nurturing steps without juggling disconnected spreadsheets.
Keep it running well
Platform support is included, with workflow reviews and hands-on optimization in higher tiers. Major new campaigns and system rebuilds are scoped separately.
CLEAR COSTS, CLEAR RESPONSIBILITIES Know what you pay.
Know what you pay.
Before we switch it on.
We separate the work of building your system from the recurring fee to use and maintain it. Your proposal explains recurring platform and support costs, usage rates, messaging prerequisites, and any additional service you request.
Plan your CRM setupOne-time setup
$750 for Essentials, $1,500 for CRM + Automations, or $2,500+ for Managed CRM. This pays for the initial scoped configuration, imports, forms, calendar, workflows and training.
Monthly managed CRM
$249, $399 or $699 per month, based on your service level. Each tier specifies its workflow count, included support, and whether it includes monthly system review and optimization.
Usage and registration are separate
Phone numbers, call minutes, SMS segments, email sending, A2P/10DLC registration, premium actions, AI and connected apps may have provider charges. Consent, verification and approved sending are required where applicable.
Extras are quoted first
Large database migration, complex API connections, new websites, mass email production, paid advertising, long nurturing programs and extra workflows are not silently added to the monthly price.
MORE THAN A LINE ITEMSoftware is only part of the solution.
Software is only part of the solution.
Built for real business.
An empty CRM does not create a follow-up process. We configure your business pipeline, the forms and calendars people actually use, and the reminders or automations that keep conversations moving. Our plans distinguish one-time implementation from ongoing service and make clear how many active workflows you are buying.
Capture and organize
Connect inquiry forms, contacts, calendars and opportunities, with ownership and stages your team understands.
Follow up with intention
Build useful email, SMS and task workflows for inquiries, missed calls, bookings and later follow-up, within the selected plan.
Maintain a reliable process
Keep workflows monitored, review useful metrics and improve the process as your business changes, according to the monthly plan scope.
KEEP EXPLORINGEverything works.
Everything works.
Better together.
Start with one service or connect the right pieces when the time is right.
QUESTIONS, ANSWEREDKnow what
Know what
you're getting.
We confirm what is included, what is optional, and how the engagement works before you commit.
YOUR QUESTIONHow much does CRM setup cost?
TIDE & TYPE CO.
CRM Essentials is $249/month plus $750 one-time setup. CRM + Automations is $399/month plus $1,500 setup. Managed CRM is $699/month plus setup starting at $2,500. The setup covers the initial implementation scope; monthly fees cover ongoing platform access and the service listed in your plan.
YOUR QUESTIONWhat is the difference between the one-time setup and monthly fee?
TIDE & TYPE CO.
The one-time implementation covers configuration, a defined contact import, forms, calendars, pipelines, workflows and onboarding. The ongoing monthly amount covers the CRM service, platform access and support/reviews specified for that tier. New systems or major campaigns after launch are separately quoted.
YOUR QUESTIONHow many workflows are included?
TIDE & TYPE CO.
Essentials includes up to two standard active workflows, CRM + Automations includes up to five custom active workflows in total, and Managed CRM includes up to ten in total. Workflow counts are total active workflows, not additional workflows every month. Complexity and any premium workflow actions are scoped before implementation.
YOUR QUESTIONDoes the monthly price include SMS, calls, email and phone numbers?
TIDE & TYPE CO.
No. Phone numbers, call minutes, text-message segments, email sending, premium workflow actions, AI and third-party usage may be billed separately. We explain the applicable rates and anticipated usage in the proposal so the monthly service fee is not mistaken for unlimited messaging.
YOUR QUESTIONIs A2P 10DLC registration included for business texting?
TIDE & TYPE CO.
We can guide setup for compliant business texting. Carrier registration, vetting and recurring campaign fees, where required, are additional. Approval depends on carrier requirements, your business details, messaging consent and other verification; it is not guaranteed.
YOUR QUESTIONCan you connect your CRM to my existing website?
TIDE & TYPE CO.
Yes. Each plan includes the defined lead form connection, and we can scope extra forms, calendar embedding and integrations. A new website, complex APIs, e-commerce or IDX integrations are separate projects.
YOUR QUESTIONDoes the CRM include email marketing or a long-term nurture campaign?
TIDE & TYPE CO.
Plans include the templates and specific follow-up sequences listed. Ongoing newsletter creation, campaign content production, bulk list cleanup and a large 52-email nurture program are not included unless quoted separately.
YOUR QUESTIONCan I use my own contact list and keep access to my data?
TIDE & TYPE CO.
Yes. A clean CSV import is included in Essentials. Contact access, exports, account transfer options and cancellation terms are explained in your agreement; some platform-linked assets, phone numbers or integrations may need separate transfer or reconfiguration.
YOUR QUESTIONDo you offer support after launch?
TIDE & TYPE CO.
Yes. All plans include routine platform support. CRM + Automations adds a monthly workflow health review; Managed CRM adds a monthly 30-minute strategy review, one minor existing-workflow optimization per month and priority support. New builds, campaign management and extensive modifications are outside basic support.
YOUR QUESTIONCan I change packages later?
TIDE & TYPE CO.
Yes. Upgrades can add more workflow and management scope, with any one-time implementation work quoted before it begins. Downgrades, minimum terms and cancellation are governed by the written agreement.
YOUR QUESTIONIs CRM software the same as a managed CRM service?
TIDE & TYPE CO.
No. Direct CRM subscriptions generally provide the software and support resources. Tide & Type packages include specified configuration, onboarding and ongoing service. Prices are not directly comparable unless setup, workflow build-out and ongoing support are considered.
YOUR QUESTIONDo you guarantee that automation will create more sales?
TIDE & TYPE CO.
No. A well-designed follow-up process can help your team respond consistently, but results depend on lead quality, your sales process, platform delivery and the way your team uses the system.