CRM Setup & Sales Automation

Turn your CRM into a lead-closing machine.

Synvix builds, configures, and automates your CRM — pipelines, workflows, forms, and AI-powered follow-up — so no lead ever slips through the cracks.

What we automate

Everything you need to stop chasing leads and start closing them.

📋

CRM & Pipelines

Full CRM setup, multi-pipeline structure, and contact imports done right the first time.

⚙️

Workflow Automation

Lead assignment, follow-up sequences, and appointment reminders that run themselves.

💬

AI Chat & Voice

AI chat widgets and appointment setters that qualify and book leads around the clock.

🔗

Integrations

Zapier and API connections that tie your CRM into the rest of your tech stack.

Choose your plan

Every plan includes setup, configuration, and ongoing support — pick the level of automation your business needs.

START

Get Your Business Organized

Perfect for solo entrepreneurs, new businesses, and anyone new to CRM.

$197 setup $97/month
Choose Start
  • CRM account setup
  • 1 sales pipeline
  • Calendar setup
  • Contact import
  • Up to 3 forms or surveys
  • Up to 3 workflows
  • Email & SMS configuration
  • Basic appointment reminders
  • 1 monthly support session
  • Email support

Ideal Results

  • Organized CRM
  • Automated lead capture
  • Faster follow-up
  • More professional customer experience
SCALE

Complete Business Automation

For businesses ready for full automation, AI, and custom reporting.

$497 setup $497/month
Choose Scale

Everything in Grow, plus:

  • Unlimited workflows
  • AI chat widget
  • AI appointment setter
  • Voice AI (if applicable)
  • Advanced CRM customization
  • Multi-pipeline setup
  • Sales dashboards
  • Custom reporting
  • API integrations
  • Funnel setup
  • Membership / course setup
  • Unlimited optimization
  • Monthly strategy calls
  • VIP support

Ideal Results

  • Fully automated operations
  • Faster sales process
  • Better customer experience
  • Built to scale

One-Time Automation Services

Perfect for clients who don't need a monthly plan.

ServicePrice
Workflow Setup$150Request
CRM Setup$150Request
Pipeline Setup$100Request
Calendar Setup$75Request
Forms & Surveys$75Request
Landing Page$200Request
Funnel Setup$300Request
AI Chatbot$250Request
Zapier Integration$150Request
Email Campaign$100Request
SMS Campaign$100Request
Reputation Management Setup$150Request

🔥 Optional Add-On

Concierge Plan

Done-For-You Automation — you handle everything else, we handle your CRM.

$997/month
  • Unlimited automations
  • Unlimited edits
  • Monthly optimization
  • New workflows
  • CRM management
  • Funnel creation
  • AI setup
  • Technical support
  • Monthly strategy calls
Talk to Us About Concierge

Ready to automate your CRM?

Tell us about your business and we'll recommend the right plan — no pressure, no obligation.

Email Us
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