Client Deployments

Deploy the CRM for your clients

The Setup Portal is a separate platform that takes each client from signed to a live CRM on their own domain. Business buyers get its source code with the platform.

Watch the videosBook A Call
How it works

Every client follows the same path

The portal works out each client's stage from their data, so there's no status for you to keep up by hand. Your client sees one task at a time. You see everything.

  1. Step 1

    Create their account

    You add the client and hand over their login.

  2. Step 2

    They finish Phase 1

    A guided wizard collects their accounts and API keys.

  3. Step 3

    You deploy

    Start a run from the client's hub and follow each step.

  4. Step 4

    The CRM goes live

    It runs on the client's own domain.

  5. Step 5

    They add Phase 2 keys

    The CRM fetches its keys from the portal.

  6. Step 6

    You hand off

    Check everything is in place and close the client out.

Operator guide

Ten videos, about twelve minutes

Watch them in order to learn the whole job. They're for you as the operator, and the clients and data on screen are fictional.

  1. 1. What you operate

    1:07

    What the portal does, and the jobs you run as its operator.

  2. 2. Your morning on the board

    1:04

    Read the stage board and see which clients need you today.

  3. 3. Adding a new client

    0:56

    Create a client account and hand over their login.

  4. 4. The client hub

    1:08

    Work one client through their phases from a single page.

  5. 5. What your client sees

    1:21

    The setup wizard from the client side of the portal.

  6. 6. The services in one tour

    1:44

    What each service is for, so you can answer when a client asks.

  7. 7. Managing the catalogue

    0:57

    Order the services, move them between phases, and add screenshots.

  8. 8. Deploying a client

    1:24

    Start a run from the hub and follow it through to handoff.

  9. 9. How keys reach the CRM

    1:05

    How a client’s CRM fetches its keys, and what to do when that stops.

  10. 10. Reports, inbox and handoff

    1:04

    Find the bottlenecks, answer clients, and finish a handoff.

One-time payment

Own the entire acquisition engine — source code and all

One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.

$5,000

One Time Payment

Own It Forever

  • Full source code — web + mobile
  • 145M-contact B2B database
  • AI agents + automated outreach
  • Full CRM + built-in AI Developer
Buy NowSee pricing & add-ons