The Sales CRM Solution That Drives Revenue | Velocity 360

Proposal & Contract Generator

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Financial Summary

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Recurring (Sub + Support): $0/mo

↳ Subscription: $0/mo

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The Sales CRM Solution
That Drives Revenue

Technical foundation and sales logic built for your growth.

The 37-Day Launch Guarantee

We value your time as much as your leads. Our team works on a strict 37-day implementation cycle. Note: Clock begins only after payment is received and the onboarding form is submitted.

Days to ROI

Implementation

The White Glove Customization Process

Elite standards with zero technical headache. Your only requirement is to show up to 3–4 meetings and tell us how you want your business to run.

Stage 1

Onboarding

We handle the heavy lifting of setting up your infrastructure so you can focus on sales.

System Foundation
Data Migration
Full Tech Integration
Strategic Input

Stage 2

Workflow Strategy

We design your automations per your specific business logic and brand voice.

Async Education
Flexible Logic
Turnkey Best Practices
Custom Build-out

Stage 3

Revision & Testing

Rigorous quality assurance ensures a perfect launch experience for your team.

Visual Review Video
Automation Validation
Final Sign-off
QA Assurance

Stage 4

Training & Launch

We ensure your team is ready to dominate the market from day one.

Team Adoption Program
Guided System Launch
Unified Rollout
Hands-on Support

Day Client Success Training: Mastering sales analytics & dashboards.

Day Impact Report: Visual evidence of your technical ROI.

Quarterly Business Review: Identify and optimize sales bottlenecks.

Part 1: The Build Packages

Select Business Type (Apply Discounts)

Builder / Network

Independent Dealer SAVE UP TO $3K

12 Months

6 Months SAVE 5%

3 Months SAVE 10%

Paid In Full SAVE 15%

Implementation Scope	Manual Workflows Velocity Basic $383 Per Month x 12 Months Tech Set Up for Manual Users	Full Tech Build Velocity Core $575 Per Month x 12 Months Full Tech Build-Out & Automations	Most Popular All-Inclusive $958 Per Month x 12 Months Custom AI Training + Complete Content Build (45 Pieces)	Biggest Value Elite Managed $1,245 Per Month x 12 Months Monthly Strategy & Sales Analytics Reviews
Infrastructure & Foundation
Phone Porting & A2P Application
Sales Pipeline Architecture
Unified Inbox: SMS, FB & Phone Tracking
Automated Call Recording & Logging
Internal Response Notifications
1 Personal Calendar Generated Per User
Dedicated Implementation Staff
Dedicated Client Success Manager
Dedicated Junior Developer
Dedicated Senior Developer
Revenue Performance Dashboards
Turnkey Sales Velocity Dashboard Leads, Avg Conv, Avg Price, Cycle Length
Average Response Rate Dashboards Inbound Response Speed Monitoring
Estimate to Acceptance Rate Quote & Approval Tracking
Close Rate & Conversion Tracking Win/Loss analytics by rep
Lead Source Attribution & Final Performance Track ROI back to the ad spend source
Performance Workflows
75 Day Lead Nurture Multi-channel & Configured by Source	—
Speed to Lead (< 60s) Instant response logic per lead source	—
Strategic Content Pack (45 Pieces) Custom email/sms creative built for your products	—	—
Automated Review Capture Workflow Post-Sale Social Proof Capture	—
Software & Data Integrations
Website Tracking Code See exactly where people click & scroll on your site
Open API Integrations Connect to ANY 3rd Party Platform
Lead Source Tracking & Auto-Assignment By Location, Person, Round Robin, or Zip Code
Activity-Based Status Automations Move leads to "Warm" on text/call reply	—
3D Configurator Integration Visual design tool sync
POS & Inventory Integrations Real-time stock & transaction sync
Training & Support Resources
Companywide Usage Training 1-Hour Live Training Session Included
Training Support Site Usage Hub & Pre-Onboarding Videos
Custom Enterprise Training Train-the-Trainer or Mass Models	—	—	—	Available
Monthly Included Value Items
AI Support Agent (VELO)	—	Custom	Included	Included
AI Call Summaries & Notes			Included	Included
USA-Based Technical Support	Included	Included	Included	Included
Priority Turnaround Window	24 Hour	24 Hour	24 Hour	Same Day
Monthly Strategy Review	—	—	—	Included (3 Mo)
Target Build Window	37 Days	37 Days	37 Days	37 Days + 3 Mo Mgmt
Advanced Migration & Custom Config
Custom Lead Forms	Up to 2	Up to 4	Up to 4	Up to 6
Custom Data Fields	Up to 15	Up to 25	Up to 35	Up to 45
Email Templates	Up to 5	Up to 10	Up to 15	Up to 20
SMS Templates	Up to 5	Up to 10	Up to 15	Up to 20
Active Pipelines	1	Up to 2	Up to 4	Up to 6
Workflow Product Lines	1 Line	3 Lines	4 Lines	6 Lines
Overage Migration Calculator Adjust quantities to calculate additional migration logic requirements. Migration Surcharge $0 Fields ($10) Emails ($25) Forms ($50) SMS ($10) Pipes ($100) Products ($200)

Part 2: Monthly Software Subscriptions

M2M

12-Mo 10% OFF

12-Mo/Yr 20% OFF

36-Mo 25% OFF

SAVE MAX

36-Mo/Yr 30% OFF

Starter

$418 /mo

1 User Included

12-Mo Contract: Billed monthly.

Essentials

$503 /mo

2 Users Included

12-Mo Contract: Billed monthly.

Professional

$595 /mo

Up to 5 Users

12-Mo Contract: Billed monthly.

Scalable

$690 /mo

Up to 10 Users

12-Mo Contract: Billed monthly.

Enterprise

$58 /user/mo

11+ Users Required

Unlimited AI Usage

Part 3: Operational Support

Select Support Model

Partner SupportAccount Owner Focus

Enterprise OffloadFull Team Support

Monthly Billing

Annual SAVE 20%

Basic

Included

24-Hour Response
Knowledge Base Access

Priority

$299/mo

Same Day Solution Goal
SMS / Text Support
Unlimited AI Agent

White Glove

$1,500/mo

Monthly Google Meet
VIP Same-Day Resolution

Resource Logic	BASIC	PRIORITY	WHITE GLOVE
AI Support Live Chat
Form Submission Support
SMS / Text Support	—
Resolution Goals
Response Rate Guarantee	24 Hours	Same Day	Within 2 Hours
Tech Emergencies	24 Hours	12 Hours	12 Hours
General Troubleshooting	72 Hours	24 Hours	12 Hours
Workflow Maintenance Edits	—	—	10 Per Month

Enterprise Helpdesk	GUARD	CATALYST	VELOCITY
AI Support Live Chat (Direct)	Active	Active	Active
Form Submission (All Staff)	Active	Active	Active
Full Team Ticket Offload	Active	Active	Active
Performance & Training
Live Team Training Time	—	2 Hours / Mo	4 Hours / Mo
Resolution Logic
Emergency Resolution Goal	12 Hours	12 Hours	12 Hours
General Helpdesk Resolution	24 Hours	24 Hours	24 Hours
Response Rate (All Tickets)	Same Day	Same Day	Same Day

Support closed weekends. Targets apply standard hours: 9-5 EST Mon-Fri.

The Velocity 360 Advantage

One Unified System. Zero Fragmented Tech Debt.

Solution & Infrastructure	Displaces / Replaces	Avg. Industry Cost	Velocity 360
CRM & Lead Pipeline	HubspotSalesforceGoHighLevel	$250 – $2,500/mo
USA Technical Support	Off-Shored SupportTime Loss	High Opp. Cost
Phone & 2-Way SMS	RingCentralTwilioAloware	$60 – $150/user
Website & WP Hosting	WordPressWixSquarespace	$29 – $100/mo
Unlimited Sales Funnels	ClickFunnelsLeadpages	$297/mo
Email & SMS Marketing	MailchimpActiveCampaign	$99/mo
Social Media Planner	HootsuiteLaterHeyOrca	$99/mo
Workflow Automations	ZapierMake.com	$49 – $500/mo
Booking & Calendar	CalendlyAcuity	$29/mo
Reputation Management	BirdEyePodium	$159/mo
Document Signing	DocuSignPandaDoc	$47/mo
Consolidated Tech Stack Value		$2,100+ /mo	INCLUDED

Proposal & Contract Generator

Financial Summary

The Sales CRM Solution
That Drives Revenue

The 37-Day Launch Guarantee

The White Glove Customization Process

Stage 1

Onboarding

Stage 2

Workflow Strategy

Stage 3

Revision & Testing

Stage 4

Training & Launch

Part 1: The Build Packages

Overage Migration Calculator

Part 2: Monthly Software Subscriptions

Starter

Essentials

Professional

Scalable

Enterprise

Part 3: Operational Support

Basic

Priority

White Glove

Team Guard

Team Catalyst

Team Velocity

The Velocity 360 Advantage