Tell us how you work and send us your customer list. We set up your pipeline, move your customers in and get your team signed in. Busy owners who would rather not set anything up.
Your customers moved in, your pipeline in your words, and your team signed in and trained.
Set up within 5 business days of receiving your complete files, or the setup fee is refunded (when the delay is on our side).
Quick Setup, plus a move from another CRM.
Accounting and Operations set up for you.
Accounting and Operations are sold with this setup until guided setup is in the app.
Your calls answered and your CRM set up, with one AI employee doing a job you would rather not.
We keep your workspace in shape after setup.
Integrations, custom objects, several pipelines or locations: the Blue Heron CTO retainer or a project.
Setup is a one-time fee on top of the subscription (Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free). We take your request and send an invoice; there is no online checkout.
Rather do it yourself? Choose my plan (charged today, cancel any time). Running a bigger team? Book a call about your team. See our privacy policy.
Just need the front desk? The Front Desk Company answers your calls and texts, and every Front Desk plan includes ES360 Core for 5 users. Talk to us to upgrade a seat to Pro or Business.