Visionary Virtual Solutions

CRM Buildout Services

Custom CRM Systems Designed to Streamline, Automate, and Scale Your Business

At Visionary Virtual Solutions, we transform your CRM into a powerful, fully customized system tailored to your workflow, sales process, and customer journey. Whether you're setting up a CRM for the first time or optimizing an existing one, our team builds a clean, organized, and automation-ready system that helps you manage leads efficiently and operate with clarity.

Our CRM Buildout service includes complete setup and configuration of pipelines, automations, tags, user roles, integrations, dashboards, and reporting — ensuring your CRM works seamlessly for your business needs. With a well-structured system, your team can reduce manual work, improve follow-ups, increase conversions, and gain full visibility into performance.

Choose the Plan That Fits Your Business

basic ACCESS

PRO ACCESS

ELITe ACCESS

$29/m

Contacts & lead management
Single pipeline
Calendar & booking system
Email + SMS sending
Unlimited forms & surveys
Email domain integration
Basic reporting dashboard

No contracts - cancel anytime

$59/m

Includes everything in Basic, plus:

Access to multiple pipelines
Advanced workflow builder
Funnel builder access
Reputation management tools
Custom dashboards & analytics
CRM integrations (Google, Stripe, calendars, FB Leads, etc.)
Team member permission controls
AI conversation tools

No contracts - cancel anytime

$89/m

Includes everything in Pro, plus:

Unlimited pipelines & automations
Unlimited funnels & websites access
Power dialer + call tracking features
Memberships & course builder
SMS & email AI automations
Full analytics suite (sales, attribution, performance)
Unlimited integrations
Admin-level tools and settings

No contracts - cancel anytime