Your storefront is only half of the business.
A customized customer relationship and business development system that works alongside the online storefront you already run — organizing your customers, holding the follow-up, and showing you what is actually working.
Starting prices · Works alongside your existing storefront
The system behind the storefront
The product line is already good. What surrounds it is the work.
A good product line, run from memory
You have a product line and an online storefront. What you do not have is a record of the customers behind it — where each conversation stopped, what was bought, or when they are due to come back.
You keep the storefront. You gain the memory, the follow-up, and the numbers.
One system, beside the storefront you already have
A customized Customer Relationship Management and business development system that sits alongside your existing platform rather than replacing it: customer records in one place, follow-ups that surface on their own, campaigns sent from a template, and a dashboard that answers what is producing.
Records in three places
Customer and prospect details scattered across a notebook, a phone, and a spreadsheet — with no single record you can trust when it matters.
Follow-up that depends on memory
Reorder windows and unanswered questions pass quietly, because nothing in the working day brings them back to your attention.
No reliable way to reach new customers
Attracting and engaging new customers takes conversation-by-conversation effort that does not scale beyond the hours you have.
No measure of what works
Without a record of where customers came from and what they bought again, every decision about effort and spend is a guess.
Built for the independent seller
This is not an enterprise CRM implementation. It is a working system sized for one owner, installed in weeks, and handed over with training — so the business runs on it rather than the other way round.
Not the right engagement if there is no storefront and no customer list yet. That starts with a site and a way to capture leads — the Digital Solutions practice covers it.
Digital Solutions- Independent business owners with a platform storefront
- Direct sellers and product consultants
- Entrepreneurs already selling through an established platform
- Small business owners who want stronger customer engagement
The storefront stays yours. This system sits beside it — it does not move your products, your pricing, or your commission structure anywhere.
Three ways to start
Each package is a starting price for a defined scope: a setup figure and a monthly figure. The proposal confirms both before anything is built.
$699
setupthen from $49 / month
The customer record and the follow-up, moved out of the notebook and into one place.
- Customer contact database
- Lead tracking and status
- Follow-up reminders
- Basic reporting dashboard
- Training and setup support
An owner selling to a customer base currently kept in a notebook, a phone, and a spreadsheet.
Discuss this package$1,299
setupthen from $99 / month
The record plus the outreach: capture forms, campaign templates, segmentation, and reminders that bring customers back.
- Everything in CRM Essentials
- Lead-capture forms and QR codes
- Email and campaign templates
- Reorder and renewal reminders
- Customer segmentation
- Enhanced reporting and insight
An established seller with a list worth segmenting and a reorder cycle worth tracking.
Discuss this package$2,499
setupthen from $149–$249 / month
Automated workflows, a business performance dashboard, and quarterly strategy — the operation run on its own numbers.
- Everything in Growth & Engagement
- Automated marketing workflows
- Advanced performance dashboard
- Quarterly strategy sessions
- Priority support and customization
A growing operation with recurring customers and a need to see, quarter over quarter, what is producing.
Discuss this package| What is included | CRM Essentials | Growth & Engagement | Advanced Business Automation |
|---|---|---|---|
| Customer contact management | |||
| Lead tracking and status | |||
| Follow-up reminders | |||
| Basic reporting dashboard | |||
| Training and setup support | |||
| Lead-capture forms and QR codes | |||
| Email and campaign templates | |||
| Reorder and renewal reminders | |||
| Customer segmentation | |||
| Enhanced reporting and insight | |||
| Automated marketing workflows | |||
| Business performance dashboard | |||
| Quarterly strategy sessions | |||
| Priority support and customization |
Starting prices. Setup and monthly figures are starting amounts for a defined scope; the written proposal confirms them before any work begins. Third-party subscriptions, email and messaging fees, data migration from an existing system, and custom integrations are priced separately and billed to you at cost.
Five steps, start to running
A CRM installation is not a website launch. The work is deciding what the business should remember, then making the system remember it.
- 01
Discover
One working session: the product line, the customers, the season the business runs on, and the follow-up that currently slips.
- 02
Design
The data the system will hold, the stages a prospect moves through, and the messages that should send themselves — agreed on paper first.
- 03
Build
The CRM configured, the storefront connected, and the existing customer list imported and de-duplicated.
- 04
Launch
Training on the live system, the first campaign sent, and the dashboard reviewed together so the numbers mean something.
- 05
Grow
Monthly review of what produced, refinement of the segments and reminders, and the next quarter's effort set accordingly.
What you can expect
Stated as what the system does for the business, not as a promise about revenue.
Greater organization
One record per customer, reachable in seconds from a phone.
Consistent follow-up
Reminders that arrive before the window closes, not after.
Increased engagement
Segmented campaigns written once and sent on schedule.
Clearer insight
A dashboard that answers which customers, which products, which months.
Written down, not discovered later
- Your platform subscription and any third-party services, billed to you directly at cost
- Email and messaging fees once volumes pass the included allowance
- Data migration beyond one clean import from an existing list
- Custom integrations with systems not covered by the package
- Paid advertising spend
Consent and privacy are part of the build
Collecting a customer's details carries an obligation. Every capture form states what the details are used for, every campaign carries a way to stop receiving it, and the records live in a system your organization controls — with access limited to the people you name. Where your storefront platform or an email provider holds its own terms, those apply to the data they hold.
What you own at the end
The system is delivered into a workspace your business controls, with administrative ownership transferred in writing, your customer records exportable in full, and a written guide plus a recorded walkthrough for whoever runs it next.
Ready to grow the business you already have?
A short call is enough to see which package fits, what your storefront already gives you, and what the system would need to hold.