Pricing / Window & door sales professionals
Every plan includes the done-for-you account build, unlimited clients and referrals, and no minimum term. Move up or down whenever you want.
The core system.
Plus a one-time $497 setup · $696 charged today
Everything in Starter, plus automation and AI.
Plus a one-time $497 setup · $796 charged today
Everything in Elite, plus coaching and community.
Plus a one-time $497 setup · $1,296 charged today
The $497 setup fee is the same on every plan. It covers building your CRM and Referral account for you — importing your past customers, wiring up your campaigns and pipelines, and getting your marketing number live before your Success Call.
No tier is missing the fundamentals. The difference is how much is automated for you.
Included with your setup
The core system
Automation and AI on top of the core — the plan most Project Consultants run.
Automation & AI
Everything in Elite, plus the coaching and community of Self-Generation Nation.
Coaching & community
Published on r2pipeline.com and attributed. Individual results vary.
Within the first month, the reengagement campaign yield two repeat sales over $50,000+. The program paid for itself for the next few years.
This is the most comprehensive CRM I have ever used. Dave Roland and his team make this a seamless, nearly effortless way to increase your repeat business, referrals, and generate new business.
I am very happy with this CRM which allows me to keep on top of my business, and communicate with my many customers at every step of the sale, install and post sale.
Straight answers before you choose a plan.
No. One of the most convenient features is that we can easily export your entire database of past customers and import them directly into the CRM. (Customers without email addresses will not import.)
At this time it does not. You will need to enter the names and emails of your new customers and appointments manually for now.
It varies by PC, depending on how many past customers you have and how often you message your database. On average, current Project Consultants spend about $20–$25 per month in marketing costs on top of the monthly software fee.
Once you are in the swing of it, you can create contacts, result them, and set a measure or install appointment in under five minutes. Do it at the same time you result in rForce and it is quite simple. After that it takes about 5–10 minutes a day to stay on top of installations, measures, HOA requirements, and measure summaries.
New technology can seem overwhelming, but we all adapted to rForce from Enabled and this platform is not much different. We help you get everything set up initially, there is a full library of instructional videos available 24/7 in the CRM University, and we are available on Zoom for your individual questions.
So the CRM can send text messages and pre-recorded voicemails to your customers, your account needs an associated phone number. You can choose almost any area code. Once set up, the system tracks everything sent to customers as well as their replies.
The platform has built-in functionality that always lets your customers opt out or unsubscribe at the push of a button. Compliance matters, so follow the recommended best practices and we keep customers and prospects happy.
The core system.
Plus a one-time $497 setup · $696 charged today
Everything in Starter, plus automation and AI.
Plus a one-time $497 setup · $796 charged today
Everything in Elite, plus coaching and community.
Plus a one-time $497 setup · $1,296 charged today
R2 Pipeline, LLC · (888) 247-1350. Billed monthly with no minimum term. Testimonials reflect individual customer experiences and are not a guarantee of results. On average, Project Consultants spend roughly $20–$25 per month in marketing costs on top of the monthly software fee.