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Help us price your CRM.

Your answers let us quote an accurate monthly price with no surprises. Rough numbers are fine. If you are unsure, leave it blank or choose "Not sure" and we will help you estimate.

Your contacts

Of those, roughly how many have…
Where did the list come from?

This helps us assess WhatsApp (Meta) template customisation.

Do you have their permission to message them on email and WhatsApp?
How current is the list? When was it last cleaned?

Enter 0 if you will not add contacts.

Email

Do campaigns go to everyone or to specific groups?
Do you have a busy season (month-end, tax time, a product launch) with much higher volume?
Will your emails include attachments or large images?

WhatsApp

Does this approach work for you? We send an introduction consent message first.

Hello <Client Name>,

Greetings from <Business Name>. We would be delighted to keep you informed about our bespoke wealth management insights, investment perspectives and curated opportunities to help you navigate your wealth journey. May we share occasional updates with you on WhatsApp? Please choose your preference below. You may opt out at any time.

Do you already have a WhatsApp Business account number?

We are assuming you do not.

WhatsApp messages are billed by Meta directly to you, once we enable you as a Business with Meta, as discussed on our call.

Your team

How many people will…
Do you need different access levels for different people?
Do you want call scheduling with a video link for your team?

Coming to Fleek CRM Plus.

Timing and other

Do you need help importing and cleaning your list?
Is this a one-time campaign or a monthly need?

For example regulator or compliance requirements for your messages.

About you

We will reply with a clear monthly price within 2 working days.