Why CRM & Automation Matter
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Visibility brings attention — systems turn attention into action.
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Without automation, leads get missed, follow-ups are delayed, and opportunities fall through the cracks.
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CRM & automation help you respond faster, stay organized, and build better relationships without manual effort.
Two Ways to Get Started
Every business is different. Some want full control, others want it handled. We offer both.
iBoss Business (DIY)
$85/Month
For business owners who want to set things up themselves, with guidance.
What’s Included:
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CRM platform access
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Basic pipeline & contact structure templates
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Sample lead capture forms
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Basic automation examples
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Social media planner access
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Email Auto-responder Access
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Step-by-step guided setup video library
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Setup checklist to follow along
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Send Proposals & Estimates
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Reporting / Insights
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Accept Payments
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QR Code Manager
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Ai Agents & Chat Bots
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Calendar Intergation Tools
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Automation Workflow Tools
What’s Not Included:
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Custom setup or configuration
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Automation building for you
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Strategy calls
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Troubleshooting or tech support
iBoss Business Foundation
$997-One-Time Setup
+ $85/Month System Access
For businesses that want their CRM and automation set up correctly from day one.
Includes:
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CRM account configuration
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Contact and pipeline setup
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Lead capture forms setup
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Automated email setup
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Calendar or booking integration
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System walkthrough after setup
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Social Planner Setup
iBoss Advance Automation
$1997-One-Time Setup
+ $85/Month System access
for businesses running ads or managing higher lead volume.
Includes Everything in Foundation, Plus:
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Multiple pipelines
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Advanced automation workflows
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Lead tagging & segmentation
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Internal notifications
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Custom follow-up logic
Ai-chat setup (if you have web design with us)
Ongoing System Support
Get the ongoing support you need moving forward after you are up and running
iBoss Business Care Plan
149/Month
Includes:
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Automation monitoring
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Minor workflow updates
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Pipeline or form adjustments
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System health checks
Recommended for businesses running ads or handling consistent lead volume.
How iBoss Business Builder CRM Fits With Other Services?
Works Best When Paired with Visibility
CRM and automation are most effective when paired with websites, advertising, and content.
We build systems so visibility, follow-up, and growth work together.
