Membership
The tools and templates, without the done-for-you build. You move at your own pace and book time when you want a hand.
$99 / month
Self-serve CRM
RAW Access is Head Start CRM without the done-for-you build. For $99 a month you get full platform access and the template library: the unified inbox, pipelines, calendars, forms, the website and funnel builder, workflows, invoicing, reputation tools, and the mobile app. You decide what to set up first, and you move at your own pace.
It suits owners and office managers who have used a CRM before, or who like figuring things out. If you already know which reminders you want to automate and how your pipeline should look, RAW Access gets out of your way. The Help page lists the lessons in the order we set a business up, which makes a good map for building on your own.
When you hit a snag, book a 60-minute coaching session at the hourly rate and we’ll work through it in your account with you.
Full platform access, the template library, and the $50 monthly credit memberships include for ordinary text and email. Carrier fees for calls and texts are billed outside the $99.
No industry-specific build, and no working sessions bundled in. The setup we do for you, with starter workflows matched to your trade, lives in Business in a Box, our done-for-you CRM launch.
Browse the full Head Start CRM feature list, or compare plans on pricing.
Questions
Someone who already knows what they want to wire up and would rather build it than wait on us. If you’d rather have the system built around your trade, start with Business in a Box.
Yes. Working sessions are separate, at the hourly rate: $100 for 60 minutes. Bring the one thing that’s stuck, or plan your next build with us.
Yes. A Starter Website, a month of social posts, or a batch of blog articles are sold separately, so you can add them when you want them.