Packages & Memberships


Whether you're just getting started, scaling fast, or optimizing operations, our tailored Packages & Memberships ensure you have expert guidance every step of the way.

INTRODUCING

Project Based Packages

One-time solutions for CRM setup, automation, integrations & more

Essential

For startups & small teams looking to establish a strong foundation

  • CRM setup & customization (contact management, pipeline tracking)

  • Basic workflow automations to streamline repetitive tasks

  • Lead & sales pipeline management for improved conversion tracking

  • Onboarding & user training resources for smooth adoption

  • Email & calendar integrations to centralize communication

  • Basic reporting & dashboard setup for visibility into key metric

  • Advanced automation & integrations

  • Finance & accounting system integrations

  • Custom dashboards & reporting

  • Team collaboration & workflow optimization

  • Lead nurturing & marketing automation

  • Custom onboarding & training sessions

Growth

For scaling businesses streamlining operations & increasing efficiency

Elevate

For established businesses seeking full-scale optimization & automation.

  • Full business process audit & optimization

  • End-to-end system implementation & configuration

  • AI-powered analytics & real-time insights

  • Multi-platform integrations (HR, payroll, marketing, customer support, finance)

  • Hands-on training, adoption & ongoing user support

  • Security & compliance review

  • Fully customized system design & implementation

  • Strategic consultation on optimizing tech stack & workflow automation

  • Dedicated project management & implementation team

  • Personalized support, training, and system enhancements

Bespoke

For businesses with unique needs & complex requirements.

INTRODUCING

Membership Plans

Ongoing support, system management & strategic consulting

Basic

Professional

Elite

Businesses seeking to establish a strong, scalable foundation for long-term success. From selecting the right CRM to optimizing workflows, our basic membership ensures you start strong and grow your business with confidence.

  • Monthly System Checkups

  • Limited CRM & Workflow Automation Support

  • Support as Needed

  • On-demand Training

Business wanting to streamline their operations with tailored automations, seamless integrations, and expert trainings so teams work smarter, not harder. Get the tools and strategies to optimize efficiency and profitability.

  • Custom Dashboard & Reporting Setup

  • Priority CRM & Automation

  • Monthly Workflow Audits & Optimizations

  • Dedicated Support (30hrs)

Businesses at the top of their game, wanting to stay ahead through advanced process optimizations, data-driven strategies, and continuous innovation. With ongoing system support and strategic insights.

  • Fully Managed CRM & Work Management Systems

  • Unlimited Automation & Integrations Support

  • 24/7 Technical Assistance

  • Exclusive Strategy & Consulting Sessions (60hrs)

Create a unified workspace by integrating 40+

tools you already use

Frequently Asked Questions

Can Koteria Solutions decide on the right solution for my business?

Absolutely! At Koteria Solutions, we take a consultative approach to understanding your business needs, challenges, and goals. Through in-depth discovery, we analyze your workflows and recommend the best-fit solutions—whether it's CRM services, work management tools, automation, or integrations. Our goal is to align technology with your business strategy, ensuring efficiency, scalability, and long-term success.

What qualifications does Koteria Solutions have in implementing CRM solutions?

Koteria Solutions is highly qualified in implementing CRM solutions, with a team of certified specialists, a proven track record across various industries, and expertise in customizing systems to fit unique business needs. We ensure seamless integration with existing tools, provide hands-on training for user adoption, and offer ongoing support to maximize efficiency and ROI. With our strategic approach, we help businesses streamline processes, improve customer relationships, and drive sustainable growth.

What trainings does Koteria Solutions provide?

Koteria Solutions provides comprehensive training in CRM implementation, work management solutions, user adoption, automation, and integrations, equipping teams with the knowledge and skills needed to optimize workflows, enhance productivity, and seamlessly adopt new technologies.

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Can Koteria Solutions help with integrating a best fit CRM into my existing systems?

Yes, Koteria Solutions specializes in seamlessly integrating the best-fit CRM into your existing systems, ensuring compatibility, data synchronization, and workflow optimization to enhance efficiency and drive business growth.

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I want to implement a CRM solution in my organization. How much will it cost?

The cost of implementing a CRM solution varies based on factors such as the size of your organization, required features, level of customization, integrations with existing systems, and ongoing support needs. Koteria Solutions offers tailored solutions to fit different budgets. Contact us for a consultation to receive a detailed cost estimate based on your specific requirements.

How can I get support for after implementation of my CRM solution?

Koteria Solutions offers ongoing post-implementation support, including troubleshooting, system optimizations, user training, and continuous enhancements. You can access support through our helpdesk, dedicated account managers, or scheduled check-ins to ensure your CRM continues to meet your business needs.

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