Short Term CMO CRM

One capable platform. Two ways to make it yours.

Choose self-service access and build at your own pace—or have Short Term CMO set up your essential workflows and provide focused monthly support.

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Two ways to work

CRM tools with the support level that fits.

Start with a self-managed CRM, or ask about a tailored setup and ongoing support. We’ll confirm features, scope and costs before you commit.

Manage it yourself

Self-Service CRM

Tools for managing contacts, pipelines, appointments, forms and automated follow-ups. You handle configuration and day-to-day administration.

What’s available

  • Contact and opportunity management
  • Pipelines, forms, calendars and workflow tools
  • Platform knowledge resources

Not included

  • Hands-on configuration, migrations or custom automation
  • Personal training or ongoing administration
  • Phone, SMS, email usage and third-party charges
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Built around your process

Managed CRM

Get help connecting your sales or service workflow to the system, setting up core processes and keeping it running.

Typical setup scope

  • Discovery and process mapping
  • Pipeline, form and basic workflow configuration
  • Data import planning, testing and handoff
  • Optional defined monthly maintenance

Quoted separately

  • Advanced integrations or large data migrations
  • New campaigns, web development and ad management
  • Unlimited support and third-party usage fees
Request a quote →

Clear boundaries

What's billed separately?

01

Usage and compliance

SMS, email, calling, phone numbers, A2P/10DLC registration, verification, carrier or regulatory fees and payment processing are not included in the listed subscription.

02

Additional implementation

Custom workflows, integrations, migrations, extra training and major changes require a separately approved scope and quote.

03

Business responsibility

Clients remain responsible for their content, data quality, messaging consent, regulatory compliance, and maintaining appropriate access to their connected services.

Start with your needs

A simple conversation before a system change.

Tell us what you're using today and what isn't working. We'll recommend a reasonable starting point and confirm scope and pricing before any implementation work begins.

Request a CRM quote →

What helps us quote accurately

  1. Your business and current tools
  2. Your contact, sales or service process
  3. The result you want from a CRM

Need something more tailored?

Start with the CRM. Expand only where it helps.

We can scope a separate project for more advanced systems, integrations, sales processes or marketing operations.

Discuss a custom project →