Plans & Pricing

CRM & Foundational Tools

Ideal for small businesses just starting to systematize their customer relationship management and needing foundational tools for growth.

$97/month

Free 14-Day Trial

CRM

  • Grow your audience & know where new leads are coming from

  • Easily Import/Export Leads

  • UNLIMITED Leads/Contacts

AI Integration

  • Automates Sales Outreach

  • Provides Chatbot Support

  • Enhances Customer Interactions

  • Replies to Reviews Automatically

Reviews

  • Get New Reviews Automatically

  • Respond To Reviews In One Place

  • Review Sharing On Social Sites

Messaging

  • Streamline Communication Into 1 Inbox: Facebook Messenger, Email, SMS, Webchat, Google Messaging, Etc

  • Mobile App For Easier Communication On The Go

Auto Missed Call Text Back

  • When you're away, have Summit CRM follow up via text so you never lose another customer

1000 SMS Credits/month

Up to 3 Team Members

Standard Email Support

Free 14-Day Trial

CRM Plus Fulfillment

Ideal for growing businesses that require more personalized support and strategic guidance to optimize their CRM usage.

$497/month

Free 14-Day Trial

Everything From Foundational Tools CRM

Done For You Google Business Profile Optimization

  • Fully Optimized for Local SEO to Rank Higher in Search ($297 Value)

Done For You Conversational AI

  • Setup and Training of your AI Chatbot

Done For You Onboarding

  • Strategy onboarding call to tailor the CRM setup to the business's specific needs

  • Assistance with CRM migration, ensuring a smooth transition from their current system to SummitCRM

Marketing Fullfillment

  • 1 Email Marketing Campaign Per Month

  • 2 Facebook Ads per month (Does Not Include Your Ad Spend)

  • 2 Organic Social Posts Per Week on Multiple Platforms You Choose

    (All Post and Ads require approval before going live)

Strategy Session

  • 30-Minute Monthly Strategy and Analytics Session with a team member

Webchat

  • Increase website conversions with an on-site chat widget that moves conversations to text

2500 SMS Credits/Month

UNLIMITED Team Members

On-demand advanced support

Free 14-Day Trial

CRM & Fractional CMO

Ideal for established businesses or fast-growing startups seeking a close partnership to comprehensively handle their marketing and automation needs

Everything from CRM Plus Fulfillment

PART-TIME CMO

  • Fractional CMO advisory services

  • Full setup and ongoing optimization of backend automations tailored to specific business models

Priority Support

Easily Integrates With Leading Apps

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