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Included With Every Plan

Start with one working CRM workflow.

Every SMBcrm plan includes unlimited group training sessions, 24/7 live support, and a complete onboarding portal. Professional and Enterprise include four one-on-one sessions. Startup can add those sessions at signup.

See the setup steps
See plans and pricing Schedule a Demo
  • Unlimited group training
  • 24/7 live support
  • Onboarding portal & videos
  • Recorded sessions

Your first workflow

From setup to a tested handoff

Use this suggested sequence to plan your setup. Choose one path, such as inquiry to booking, before adding more channels or automation.

Free migration includes unlimited contact and company records that your current system can export and SMBcrm can feasibly import. Confirm source fields and import compatibility first. Other records and rebuilding work need a separately agreed scope.

Explore the inquiry-to-booking example
  1. Step 1

    Prepare your records and access

    Your preparation: Identify your contact and company data, account owners, calendar, and the tools you need to keep.

    Before moving on: Agree on fields and records to move. Keep sending restrictions with your data.

    Find your migration guide
  2. Step 2

    Connect one complete workflow

    Your preparation: Choose who handles new inquiries and what should happen after a reply or booking.

    Before moving on: Connect the inbox, calendar, and pipeline. Keep automated sending inactive while you configure it.

    Explore workflow automation
  3. Step 3

    Test before your team switches

    Your preparation: Use test records and have the people who will run the workflow try it.

    Before moving on: Check routing, reminders, opt-outs, and the staff handoff. Resolve exceptions before activation.

    Explore the CRM workflow
Optional: add AI after the core workflow works

Choose one task, decide what information AI may use, and define when a person takes over. Test the responses before enabling customer-facing automation. AI is optional; review coverage and separately metered services before turning it on.

Explore optional AI help Review usage and AI coverage

Use group training and support throughout setup. Four guided one-on-one sessions are included with Professional and Enterprise and available as a paid add-on for Startup.

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
Professional Guided Setup

$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.

  1. 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.

  2. Live & Interactive

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

  3. 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.

  4. Onboarding Portal

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

  5. Setup & Configuration Guides

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

  6. Ongoing Access

    Group training isn't a one-time event. As the topics cycle, you can attend sessions again while your subscription is active.

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.

Support availability
24/7
Avg. chat response
Under 2 min
Support channels
3
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. Response times depend on the request and channel; Zoom sessions are scheduled.

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?
Your timing depends on the data, connections, and workflows you need. Start with one complete workflow, test it with your team, and agree on the remaining setup steps. Imports, phone registration, and outside integrations may need additional preparation.

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.
60-day money-back guarantee

Ready to get started with confidence?

Unlimited training, guided onboarding, and 24/7 support get your team live fast.

Get Started Schedule a Demo

  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Monthly or annual billing

    Monthly plans renew each month, and you can cancel before the next renewal. Annual plans are paid upfront for the year.