We design and configure the CRM with you. Choose a starting monthly scope, then we quote the one-time setup work separately after reviewing your process. No checkout or payment is taken on this page.
A configured home for new inquiries, contact history, opportunities, and the daily follow-up routine.
A shared sales process with clear ownership, roles, and tested handoffs as more people work the same pipeline.
A separately scoped build when migration, more involved workflows, or outside systems shape the implementation.
Setup is quoted separately. Phone numbers, calling, SMS, email delivery, and third-party services may require their own registration, approvals, and usage charges. We review those before activating a channel.
We first agree on your intake, stages, team access, and the workflows that should be live on day one. We then quote the implementation work separately and identify any sender registration, number purchase, payment connection, or third-party service your process needs. You can start with the core workspace and add channels only when they are ready.
We prefer an accurate scope to a promise your account is not ready to keep.
Yes. We map your process, configure the agreed workspace, apply your branding where supported, test the important paths, and train your team. You are not just handed a login.
Yes. We set up your business name, logo, and colors on the workspace surfaces that support them, then review the result with you. Some platform screens and connected services have their own branding limits.
Yes, after setup. A login does not activate those channels automatically: phone numbers, sender setup, each customer's applicable messaging registration, approvals, and usage charges are reviewed first. One customer's registration is not assumed to cover another.
Foundation is $150/month for up to five workspace users. Team is $300/month for up to ten users and adds roles, multi-owner routing, and handoff checks. Implementation is quoted separately after we review your process. Phone numbers, calling, SMS, email delivery, and third-party services can add registration or usage charges. No payment is taken on this site.
We can review an authorized export and plan a migration. We confirm what can be transferred before agreeing on the work. Conversation history, phone numbers, and third-party integrations can require separate transfer steps; they are not assumed to migrate automatically.
That depends on the agreed scope and what is already ready to connect. A clean workspace can be configured sooner than a migration or a new calling and SMS setup. We give you a launch plan after the walkthrough rather than promising a date before checking dependencies.
Invoice and payment tools can be configured as part of onboarding. Taking payments requires the customer's own payment processor connection and approval; it is not active just because the CRM login exists.
Choose an open time for a 30-minute call with our sales team. We ask how leads arrive, who works them, and what happens between first contact and a closed deal. We show the relevant CRM screens, recommend a starting scope, and send a separate setup quote before any build begins.
Foundation covers an owner-led process with up to five users and basic intake and follow-up. Team extends that starting workspace to up to ten users and adds more deliberate roles, multi-owner routing, and handoff checks. We confirm the exact build with you before implementation.
Yes. We review who needs access and configure roles and ownership for the agreed workspace. We test those permissions with your team before launch; a plan does not automatically grant every user access to every record.
We provide the guided onboarding, team walkthrough, and launch review in your agreed scope. You can reach us at support@klayvora.io. Additional workflows, integrations, training, and changes are discussed and scoped with you rather than silently added to your bill.
In 30 minutes, we can review your current process and outline what the first workspace should include.
