Custom CRM Rollout Plan for Joe, Trey, and Will

Built for your team.
Designed to connect, simplify, and scale.

Built for your team.
Designed to connect, simplify, and scale.

It was great talking with you all. From that conversation, it’s clear your vision isn’t just about a CRM, it’s about creating a system your team will actually use.

This page outlines a clear plan for how FortressCRM can streamline your internal workflows, support sales agents with the right tools, and grow into a system that scales with your business. Whether you’re following up with quotes, managing tasks across 15+ reps, or preparing for future automation, this setup is built for exactly that.

It was great talking with you all. From that conversation, it’s clear your vision isn’t just about a CRM, it’s about creating a system your team will actually use.

This page outlines a clear plan for how FortressCRM can streamline your internal workflows, support sales agents with the right tools, and grow into a system that scales with your business. Whether you’re following up with quotes, managing tasks across 15+ reps, or preparing for future automation, this setup is built for exactly that.

I’m not here to hand you another tool. I’m here to help you build the backbone of a system that supports where you are today and where you’re headed next.

I’m not here to hand you another tool. I’m here to help you build the backbone of a system that supports where you are today and where you’re headed next.

Here’s How We’re Building This, Together

This plan is designed to give your team a strong foundation, clear visibility, and room to grow. We’re starting with the essentials, then layering in powerful features as your team gets comfortable and ready for more.

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Phase 1: Launch & Train

What we are setting up right away:

  • Fortress CRM for up to 10 initial users

  • A full customized pipeline for sales tracking and follow-ups

  • Rep dashboards that show what to do next

  • Lead import from Acumatica

  • Automated task creation for quotes, calls, and check-ins

  • Hands-on training to help your team take ownership

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Phase 2: Automate + Scale

What we can build together next:

  • A hub for resources, videos, and SOPs

  • Follow-up flows to get reviews and referrals

  • Optional voice agent and booking assistant

  • Deeper Acumatica integration

  • Website rebuild with built-in automation

  • Dashboards for sales reps, managers, and support teams

  • Marketing/followup automations

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Real Support Along The Way

We’ll start wherever feels right for your team. This isn’t about locking you into complexity. It’s about building a rhythm that works.

  • Hands-on onboarding and guided team training

  • Support with refining workflows and improving adoption

  • Campaign and automation builds

  • Regular system check-in

  • Strategic recommendations based on team feedback and performance

If You’re Managing Your Business With 6 Different Logins, You’re Already Losing

The booking tool in FortressCRM is cleaner.


The automations are smarter.


The AI agents respond faster.


The CRM actually tracks what matters.

And that’s just one platform, one login, one price.


Why stitch together a mess of half-working apps when FortressCRM does it better and all in one place?

What FortressCRM Replaces

FortressCRM replaces your tech stack with one AI-powered system that handles everything including CRM, automations, messaging, and more.

Features FortressCRM Other Tools Other Tools Cost
CRM and Pipeline Management Included HubSpot, PipeDrive $99/mo
AI Voice + Text Assistants Included Ruby, Smith.ai, Twilio $299/mo
Funnel and Page Builder Included ClickFunnels, Leadpages $97/mo
Appointment Booking Included Calendly, Acuity $29/mo
2-Way SMS & Email Marketing Included Klaviyo, MailChimp $149/mo
Call Tracking + Missed Call Text Included CallRail, Invoca $45/mo
Surveys & Forms Included Typeform, Google Forms $25/mo
Workflow Automations Included Zapier, HubSpot $129/mo
Reputation Management Included BirdEye, NiceJob $99/mo
Analytics & Reporting Included AgencyAnalytics $99/mo
Client Portals & Courses Included Skool, Kajabi $179/mo
Total Replaced Over $1,200/mo

FortressCRM vs Monday.com vs Previous CRMs

FortressCRM replaces your tech stack with one AI-powered system that handles everything including CRM, automations, messaging, and more.

Features FortressCRM Monday.com Previous Tools (Pipedrive, Nutshell, Microsoft)
Sales Pipeline Tracking Included Basic Only Yes, but limited visibility
Automated Task Creation Included With manual setup Manual entry only
2-Way SMS & Email Included Not built-in Outlook only, no SMS
Rep Dashboard (Follow-Ups) Included Limited customization Not available
Appointment Booking + Reminders Included Add-on required Not integrated
Internal Resource Library Included Requires external app Scattered in Slack or folders
Voice AI + Call Handling Optional Upgrade Not available Not available
Lead Capture Forms + Funnels Included Not native Third-party tools
Acumatica Integration Leads imported by CSV in Phase 1. Full integration available in Phase 2. Not available Manual entry only
Unlimited File Storage Included Storage limits apply Scattered or siloed
User Access Price capped at 20 users. Unlimited users included after that. Charged per user Charged per user
Total Monthly Cost (15 users) $222/mo $360/mo $400–$500/mo
FortressCRM replaces over five tools and centralizes your entire sales workflow in one place

Future-Proof Your Business with the Right System Now

You’ve already seen how tools come and go. What you choose today shouldn’t be something you outgrow tomorrow.

FortressCRM is built on GoHighLevel, one of the fastest-growing automation platforms in the industry. As AI evolves, your CRM will evolve with it. No more switching systems. No more starting over.

You’ve already seen what happens when a system can’t grow with you or be customized for your exact needs. This time, you’re building something that will.

This becomes the foundation for how your team communicates, tracks, sells, and scales.

Why This Matters Long-Term:

  • Scales with your sales team without needing new tools

  • Flexible automations and AI assistants when you’re ready

  • Custom dashboards and workflows as you add new services or departments

  • One system that connects marketing, sales, operations, and customer success

  • No more “switching CRMs” in a year or two

Your Sales Team’s New Command Center

It sounds like our first step will be helping your team stay on top of their pipeline, daily tasks, and follow-ups without relying on scattered tools or manual tracking.

Here’s an example of the kind of dashboard we can build for you:

  • Real-time visibility into every open deal

  • Clear breakdowns of wins, losses, and upcoming opportunities

  • Rep-specific tracking so everyone knows exactly who to follow up with

  • Integrated contact views with next steps, notes, and communication history

  • Connected calendars for easy scheduling and follow-through

This replaces the need for Monday-style boards, shared spreadsheets, and inbox chasing. Everything your team needs to act is in one place and it’s mobile-friendly with our HighLevel app too

Proposal for Phase One

FortressCRM: Startup Plan

$197
Monthly
  • Includes first 10 users
  • $5 per user after that (price capped at 20)
  • Automated workflows and follow-ups
  • Booking calendar with email + SMS reminders
  • Call tracking + voicemail drops
  • Reputation + review request automation
  • Unlimited file storage + full website builder
  • Standard integrations (Zapier, Stripe, etc.)

Custom Setup by Chassney

$2,500
One Time
  • Full CRM setup and pipeline configuration
  • Lead import from Acumatica (CSV)
  • Custom rep dashboard + task system
  • 1 campaign or automation built to spec
  • Team onboarding and internal training
  • Follow-up tools + contact organization
  • Includes 4 weeks of post-launch support

Ongoing Retainer Options

Starter

$1,000/mo
  • 1 group training call per month
  • 1 automation or campaign
  • Email support (72 hour response)
  • Monthly CRM updates and reviews
  • As-needed strategy guidance

Pro Onboarding

$1,250/mo
  • 2 live calls or role-based training
  • 2 new automations or campaigns monthly
  • Slack access + priority response
  • CRM optimization based on usage data
  • Light strategic planning support

Full Buildout

$1,500/mo
  • Ongoing onboarding + rep-specific SOPs
  • Up to 3 new workflows or campaigns monthly
  • Fast-response Slack + SMS support
  • Weekly performance reviews and adjustments
  • Full CRM growth strategy + partner access

Get Started

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Full Fortress CRM Plan Comparison

BASIC PLAN

$99

Monthly

For solopreneurs or early-stage businesses who need the essentials.

  • 1 FortressCRM account

  • 1 User

  • Core CRM features:
     - Contact management
     - Simple sales pipeline
     - 2-way SMS + email communication

  • Basic funnel & landing page builder

  • Booking calendar integration

  • Basic automations (limited workflows)

  • 1 connected phone number

  • Email & SMS usage (billed separately)

  • Access to the Fortress Onboarding Library

  • Email-based support (72hr response)

  • Designed for one user.

  • AI voice agents, call trackingm and other advanced features available as add-ons

RECOMMENDED
sTARTUP plan

$197

Monthly

Built for growing businesses that want full CRM & automation power.

Everything in Starter, plus:

  • 10 Users ($5 per additional)

  • Limited AI Access

  • Unlimited workflows + automation builder

  • Call tracking + voicemail drops

  • Reputation management (Google reviews, feedback requests)

  • Full domain/shop/funnel/website system

  • Email campaigns + triggers

  • Custom fields, tags, and smart pipelines

  • Standard integrations (Zapier, GMB, Stripe, Mailgun, etc.)

  • Enhanced analytics + reporting

  • Priority email support (48hr turnaround)

  • Designed for one brand.

  • Need AI voice agents? Add unlimited AI for $97/month.

pREMIUM plan

$497

Monthly

Perfect for businesses managing multiple brands under one roof (not for resale).

Everything in Startup, plus:

  • Up to 5 startup Sub-accounts (locations, brands, or clients)

  • Unlimited AI Agents on Main Account

  • Unlimited Users Across all Sub-accounts

  • Parent-level login + account switching

  • Shared automations across sub-accounts

  • Centralized lead routing

  • Cross-account reporting dashboard

  • Priority support (24–48hr)

  • 1 Quarterly strategy call with FortressCRM team

  • Use for internal teams, brands, or clients under your umbrella

  • Scale without managing separate systems

  • Not for Resell or Public Use. Affiliate Programs Available.

Contact Us

Demo our AI Voice Agent: (208) 907-4737

The CRM That Works Smarter.

Built to Scale. Backed by AI.

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