Need a CRM you can put to work?
Start your CRM subscription through Standard 78. We’ll talk through your priorities, agree on the parts to set up, and help you get familiar with them.
STANDARD 78 CRM · SETUP & ONGOING SUPPORT
Your CRM, set up around the way your business works.
Get your Standard 78 CRM subscription, hands-on setup, and ongoing support in one place. Keep inquiries organized, make follow-up easier, and help customers take the next step.
Setup and ongoing support are available with a CRM subscription through Standard 78. We’ll agree on the setup and help your business needs before work begins.
START WHERE YOU ARE
Have a system that needs attention?
Tell us what you use today and where the process gets stuck. We’ll review your starting point and explain what a move to Standard 78 would involve before you decide.
GET CUSTOMERS. STAY CONNECTED. KEEP THEM COMING BACK.
Get customers
Give interested people a clear way to inquire or book, with forms and calendars connected to your CRM.
Stay connected
Keep customer details, conversations, and follow-up steps organized so you know where things stand.
Keep them coming back
Stay in touch with customers and make it easier for them to take the next step, whether that’s another appointment, a purchase, or a conversation.
WHAT WE CAN HELP YOU SET UP
Contacts & conversations
Bring customer information and conversations together so your team can find the context they need.
Pipelines & opportunities
See new inquiries, active opportunities, and the next step for each.
Forms & calendars
Connect inquiries and appointment booking to your process, with reminders that support it.
Follow-up automation
Build practical follow-up for new inquiries, appointments, and existing customers.
Review requests
Create a consistent way to ask customers to share their experience.
Practical guidance
Understand how your setup works and how to use it in your business.
We’ll agree on what your setup includes before work begins.
HOW WE GET YOU STARTED
- 1
Talk through your business
We’ll discuss how you handle inquiries and customers today, what’s working, and where you need help.
- 2
Review your starting point
We’ll review the tools and customer information you use today, identify the first priorities, and discuss any move to Standard 78.
- 3
Agree on the plan
You’ll know what the subscription, setup, and ongoing support include, along with the costs, before you commit.
- 4
Set up, check, and get familiar
We’ll complete the agreed work, check the key workflows, and walk you through how to use your setup.
HELP AFTER SETUP
Questions come up once you start using a system every day. We’re here to help you understand your account, work through questions, and make adjustments within your agreed plan.
As your business changes, we can help you decide what to improve next. Larger changes or additional work are discussed with you before we begin.
WHAT WILL IT COST?
Your starting point and the help you need shape the plan. We’ll explain the CRM subscription, setup work, ongoing support, and any additional charges before you decide.
Discuss My SetupCOMMON QUESTIONS
Do I need a Standard 78 CRM subscription?
Yes. This setup and ongoing support offer is for businesses using the CRM through Standard 78. We’ll explain the subscription, agreed work, and costs before you decide.
Can you work with the CRM I already use?
We’ll review your current system and what moving to Standard 78 would involve. This offer does not cover ongoing support for an account that stays with another provider.
Can I use the CRM myself?
Yes. You can use the tools yourself. We can help with agreed setup, practical guidance, and ongoing support where you need it.
Can everything move from my current system?
That depends on your system, records, and connections. We’ll review what can be moved and what needs separate attention before agreeing on the plan.
Do you handle all of my marketing too?
Your CRM subscription, agreed setup, and ongoing support are the focus here. If you want help carrying out your marketing, we can discuss that separately.
TELL US WHERE YOU’RE STARTING
Let’s talk about your setup.
Share a little about your business and what you’d like help getting to work.
Setup and ongoing support are available with a CRM subscription through Standard 78.
Book a 15-Minute Call