Choose Your Perfect Package
Pre-configured CRM solutions designed specifically for financial services firms. No hidden fees, no surprises—just clear pricing and proven outcomes.
CRM Quick Start
Ideal for: Small firms (1-10 advisors) getting started with CRM
What's Included:
- Sales Cloud or Service Cloud implementation
- Basic contact & account management
- Email & calendar integration
- Standard dashboards & reports
- Data migration (up to 5,000 records)
- 1 simple integration (e.g., email)
- Core workflows (5-10)
- User training (up to 10 users)
- 30 days post-launch support
Not Included:
- ✕Advanced automation
- ✕Multiple integrations
- ✕Custom development
- ✕Financial Services Cloud
Growth Accelerator
Ideal for: Growing firms (10-50 advisors) scaling operations
What's Included:
- Financial Services Cloud implementation
- Household management & relationships
- Financial accounts & goals tracking
- Advanced workflow automation (20+)
- Data migration (up to 25,000 records)
- 3-5 system integrations (portfolio, CRM, email)
- Custom dashboards & Einstein Analytics
- Document management setup
- Compliance controls & audit trails
- User training (up to 50 users)
- Change management support
- 60-day post-launch support
Not Included:
- ✕Custom Apex development
- ✕Multi-org architecture
- ✕Advanced AI features
Enterprise Transformation
Ideal for: Large firms (50+ advisors) requiring enterprise solutions
What's Included:
- Multi-cloud implementation (FSC + Service + Marketing)
- Complete digital transformation
- Advanced household & relationship management
- Einstein AI & predictive analytics
- Unlimited workflow automation
- Data migration (unlimited records)
- 5+ system integrations
- Custom Apex development
- Multi-org architecture (if needed)
- Advanced security & compliance
- White-glove onboarding
- Executive training program
- Dedicated project team
- 90-day post-launch support
- Quarterly business reviews
💡 Not sure which package is right for you?
Schedule a Free ConsultationAvailable Add-Ons
Extend your package with these popular enhancements
AgentForce AI Agents
Deploy 1-3 AI agents for client service, lead qualification, or advisor support
Managed Services
Ongoing system administration, support, optimization, and release management
Additional Integrations
Connect additional systems like portfolio management, accounting, or marketing tools
Custom Development
Build custom features, automations, or integrations specific to your needs
Package Comparison
Compare features across all packages
| Feature | Quick Start | Growth | Enterprise |
|---|---|---|---|
| Sales/Service Cloud | ✅ | ✅ | ✅ |
| Financial Services Cloud | ❌ | ✅ | ✅ |
| Household Management | ❌ | ✅ | ✅ |
| System Integrations | 1 | 3-5 | 5+ |
| Workflow Automation | Basic | Advanced | Unlimited |
| Einstein AI | ❌ | Basic | Advanced |
| Custom Development | ❌ | ❌ | ✅ |
| Post-Launch Support | 30 days | 60 days | 90 days |
| Implementation Timeline | 4-6 weeks | 8-12 weeks | 12-16 weeks |
Package FAQs
Common questions about our service packages
Can I upgrade my package later?
Yes! Many clients start with Quick Start or Growth Accelerator and upgrade as they grow. We credit your initial investment toward the upgrade, so you're never paying twice for the same work.
Are these packages fixed-price?
Yes, all packages are fixed-price with clear scope. If your needs change during implementation, we'll provide a change order for approval before proceeding. No surprise bills.
Do you offer payment plans?
Yes. We offer milestone-based payment plans: 30% at kickoff, 40% at midpoint, 30% at go-live. For larger engagements ($200K+), we can discuss extended payment terms.
What if we need something not in any package?
We'll create a custom package for you. Most clients fit within our standard packages, but we're happy to build a custom solution for unique requirements. Schedule a consultation to discuss your specific needs.
Ready to Get Started?
Schedule a free consultation to determine which package is right for your firm