Head Start CRM

What do I do first?

After signing up for an account, allow us just a few days to prepare the system for you and import any existing client data. When ready we will send you through our video tutorial training online. Going through these videos first helps give you direction to start.

Why aren't my texts sending?

We do advise during onboarding the risks of sending messages to non-consenting parties. In some cases, numbers obtained will still pass through A2P compliance and never work. In this case, we will replace clients with a new number at no cost.

What if I want to make a change?

You are welcome to make any changes that you want. It is your system! We work to provide the initial framework to ensure you can function easily. We encourage adding, building, and/or changing as much as you'd like and offer one on one coaching sessions too.

Why do I have additional fees?

Many people choose to run text campaigns, use ai, mass email, purchase helpful software, record calls, and much more. There are a lot of "optional" features. We do provide a $50 credit each month for traditional fees like sms and email.

What can I really do with my system?

The possibilities are truly endless. Imagine a world where you can control the entire backend of your business ... all from one location, your computer. A system that automatically sends reminders, get paid, post on social, advertise, track calls, maintain data, and more...