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Included With Every Plan

We Don't Just Give You Software. We Help You Succeed.

Every SMBcrm plan includes unlimited group training sessions, 24/7 live support, and a complete onboarding portal. Professional and Enterprise plans add dedicated one-on-one guided support to get your business configured exactly right.

Unlimited group training
24/7 live support
Onboarding portal & videos
Recorded sessions
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By Plan

Onboarding & Support at Every Level

Every plan gets you real, human support. Higher tiers unlock dedicated one-on-one guidance.

Startup

$97/mo

  • Unlimited group training
  • 10-week rotating topic cycle
  • 24/7 chat & ticket support
  • Zoom support calls
  • Onboarding portal & videos
  • Recorded session library
  • One-on-one onboardingAvailable as add-on
Get Startup
Most Popular
Professional

$297/mo

  • Unlimited group training
  • 10-week rotating topic cycle
  • 24/7 chat & ticket support
  • Zoom support calls
  • Onboarding portal & videos
  • Recorded session library
  • 4 one-on-one guided sessions
Get Professional
Enterprise

Custom

  • Unlimited group training
  • 10-week rotating topic cycle
  • 24/7 chat & ticket support
  • Zoom support calls
  • Onboarding portal & videos
  • Recorded session library
  • 4 one-on-one guided sessions
  • Priority support
  • Dedicated account manager
Contact Sales
Group Training

Unlimited Group Onboarding for Every Plan

Live, interactive training sessions on a 10-week rotating schedule. Attend as many times as you need — they cycle continuously.

10-Week Rotating Topic Cycle

Live group sessions cover a new topic each week — from initial setup to advanced automation — then repeat so you never miss a subject.

Live & Interactive

Ask questions in real time during each session. Our specialists walk through the platform alongside you so nothing gets lost.

Recorded Sessions

Every group session is recorded and added to your onboarding portal. Revisit any topic on your own schedule whenever you need a refresher.

Onboarding Portal

Access setup videos, step-by-step guides, and branded resources from a single portal — available from day one.

Setup & Configuration Guides

Follow structured walkthroughs covering account setup, integrations, pipeline configuration, and communication channels.

Ongoing Access

Group training isn't a one-time event. As the topics cycle, you can attend any session as many times as you need — forever.

One-on-One Guided Support

Four Dedicated Sessions to Get It Right

Professional and Enterprise plans include four structured one-on-one meetings with an onboarding specialist — each focused on a specific phase of your setup.

Startup users can add one-on-one onboarding during signup.

1

Session 1 — Technical Setup

Get your account configured correctly from day one — domains, phone numbers, integrations, A2P registration, and communication channels.

2

Session 2 — Implementation

Build out your CRM pipeline, automation workflows, forms, and calendar booking to match how your business actually operates.

3

Session 3 — Optimization Round 1

Review your initial setup, refine workflows based on real usage, and identify quick wins to improve conversion and efficiency.

4

Session 4 — Optimization Round 2

Fine-tune advanced features, set up reporting dashboards, and ensure your team is confident running the system independently.

Always-On Support

24/7 Support — Chat, Tickets & Zoom

Every plan includes round-the-clock human support through multiple channels. You'll never be left waiting.

Live Chat

Get answers in minutes, not hours. Our support team responds to most chats within 2 minutes.

Support Tickets

Submit detailed requests and track resolution through our ticketing system — with full visibility at every step.

Scheduled Zoom Calls

Need screen-sharing? Book a Zoom call with a support specialist for hands-on help with complex issues.

Agency & Team Support

Support covers your entire team, not just the account owner. Everyone on your plan gets the same level of access.

24/7
Support availability
<2 min
Avg. chat response
3
Support channels
Common Questions

Frequently Asked Questions

What is included in the group onboarding sessions?
Group onboarding runs on a 10-week rotating topic cycle covering everything from initial CRM setup to advanced automation and marketing strategies. Sessions are live and interactive, so you can ask questions in real time. Every session is recorded so you can revisit them on your own schedule.

How do the one-on-one guided support meetings work?
Professional and Enterprise plans include four dedicated one-on-one meetings with an onboarding specialist. Each session focuses on a specific phase: technical setup, implementation, and two optimization rounds. Startup plan users can add one-on-one onboarding during signup for an additional fee.

Is the 24/7 support really available around the clock?
Yes. Our support team is available 24/7 through live chat, support tickets, and scheduled Zoom calls. Most live chat messages are answered within minutes, and our team is trained across all areas of the platform.

Can Startup plan users get one-on-one onboarding?
Yes. While the Startup plan includes group onboarding and 24/7 support by default, you can add one-on-one guided onboarding sessions during signup for an additional fee. This gives you the same personalized onboarding experience that Professional and Enterprise users receive.

How quickly can I get fully set up?
Most accounts can be fully configured within your first week. The onboarding portal and setup videos are available immediately, and your first group session or one-on-one meeting can typically be scheduled within 24-48 hours of signing up.

Does the support team help with my specific business setup?
Absolutely. Our onboarding specialists work with your specific business needs, whether you're a home services company, healthcare practice, or any other industry. One-on-one sessions are tailored to your workflows, and our support team is experienced across hundreds of different business configurations.
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