questions & answers
Frequently Asked Questions
Choosing the right CRM, automation system, or growth partner can feel like a big decision—especially when you’re already busy running the business.
Find straightforward answers about Jeraa’s solutions, onboarding, support, pricing, privacy, and how we work. Don’t see your question? Reach out. You don’t need to know exactly what you need before we talk.
About Jeraa + Finding the Right Fit
What does Jeraa Marketing do?
Jeraa Marketing helps service-based and appointment-driven businesses create better-connected systems for managing leads, clients, communication, follow-up, and growth.
Depending on what your business needs, that may include Jeraa CRM through CORE or CORE+, a System Audit, a defined Systems Project, or ongoing managed growth and systems support through GLOW.
The goal is not to add more technology. It is to make the business easier to run.
What types of businesses does Jeraa work with?
Jeraa primarily works with owner-led, service-based and appointment-driven businesses that rely on leads, follow-up, appointments, communication, and strong client relationships.
We have deeper experience with spas, med spas, wellness businesses, health and care-focused practices, and other regulated environments. However, the way your business operates matters more than the industry label.
Jeraa is generally the best fit for businesses that are already serving clients but have reached the point where disconnected tools, inconsistent processes, or manual work are making growth harder to manage.
How is Jeraa different from a typical CRM or marketing company?
Many CRM companies provide access to software and leave the setup and implementation to you. Many marketing companies focus on generating leads without addressing what happens after those leads arrive.
Jeraa looks at how the pieces work together—including your CRM, automation, follow-up, marketing, internal processes, and client experience.
The level of support depends on the solution you choose, but the approach remains the same: understand the business first, then recommend and build the systems that genuinely support it.
Do I need to know which Jeraa solution I need before contacting you?
Not at all.
We’ll look at what is happening in your business, where things are getting stuck, what you are trying to improve, and how much support you actually need.
From there, we can help you determine whether the best next step is a System Audit, CORE or CORE+, a defined Systems Project, GLOW, or something simpler. We will recommend the lowest level of support that can realistically solve the problem.
Jeraa CRM, CORE & CORE+
What is a CRM?
CRM stands for Customer Relationship Management.
A CRM helps organize the people and activities connected to your business—including leads, clients, conversations, appointments, opportunities, payments, and follow-up.
A well-configured CRM can also connect forms, calendars, email, text messaging, phone calls, pipelines, reviews, and automation. The goal is not simply to have a CRM. It is to have one that makes the business easier to manage.
What can Jeraa CRM help automate?
Depending on your business and configuration, Jeraa CRM can help automate lead follow-up, appointment confirmations and reminders, missed-call responses, email and text nurturing, review requests, client onboarding, pipeline updates, internal notifications, reactivation, and ongoing client communication.
That does not mean everything should be automated. We focus on the repetitive steps where automation can improve response time, consistency, and the client experience without making interactions feel robotic.
What is CORE?
CORE combines Jeraa CRM with the foundational setup, implementation, and support needed to better organize leads, follow-up, appointments, communication, and client management.
It is designed for businesses that want a reliable CRM and automation foundation without fully managed marketing or growth services.
What is the difference between CORE & CORE+?
Both plans include Jeraa CRM, technical platform support, and an implementation foundation.
CORE is designed for businesses that need better organization, consistent follow-up, and a dependable CRM setup.
CORE+ provides a more expanded implementation and support relationship. It is better suited for businesses with more complex workflows, additional automation needs, AI capabilities, and a greater need for ongoing optimization and strategic guidance.
The right choice depends on the complexity of your business and how much hands-on help you want after the initial setup.
Is Jeraa CRM built on HighLevel?
Yes. Jeraa CRM is powered by HighLevel’s technology.
HighLevel provides the underlying software. Jeraa provides the branded platform experience, implementation, configuration, support, resources, and additional services surrounding how the technology is used in your business.
You receive support through Jeraa and the technical support resources included with your plan.
Can I keep my current website?
Yes. You do not have to rebuild your website to use Jeraa CRM.
Depending on your current website and technology, we can often connect forms, calendars, lead capture, and other important pieces to your existing site.
If something is already working well, we will not recommend rebuilding it simply for the sake of moving everything into one platform.
Can Jeraa CRM connect with the other tools I use?
In many cases, yes.
Connections may be available through native integrations, APIs, webhooks, or third-party integration tools. We will review the platforms involved and determine whether the connection is possible, practical, and within the scope of your selected solution.
Some integrations or custom development may require a separately scoped Systems Project.
System Audits & Systems Projects
What is a System Audit?
A System Audit is a structured review of your current CRM, workflows, automation, follow-up, and supporting business systems.
The audit helps identify where information is getting lost, where processes are creating unnecessary work, and which improvements should be prioritized first.
You receive documented findings, practical recommendations, an Action Planner, and a Roadmap Review to help you understand the most useful next steps.
When should I start with a System Audit?
A System Audit is a good starting point when you know something is not working but are not sure what should be fixed first.
It can also help before a larger migration, rebuild, or technology investment by creating a clearer picture of the current system and identifying the highest-priority issues.
If you already know exactly what needs to be completed, a defined Systems Project may be the more direct path.
What kinds of Systems Projects does Jeraa offer?
Jeraa takes on select, clearly defined projects such as:
CRM cleanup and optimization
CRM migrations
Workflow and automation builds
Software integrations
Contact reactivation and follow-up campaigns
Funnels, forms, calendars, and client-journey improvements
System configuration, testing, training, and handoff
Projects are scoped around a specific outcome rather than providing unlimited or ongoing support.
Can Jeraa work with or improve my existing CRM?
In many cases, yes.
If your current CRM is the right platform but has become cluttered, inconsistent, or difficult to manage, Jeraa may be able to clean up and improve the existing system.
Depending on the platform and the condition of the current setup, we may recommend optimization, integration, migration, or an audit before implementation begins.
How are Systems Projects scoped and priced?
Systems Projects are priced according to the work involved, the condition of the current system, the platforms and integrations being used, and the amount of implementation, testing, training, and handoff required.
Before work begins, we will define the agreed scope, responsibilities, investment, and expected deliverables. If additional needs are discovered outside that scope, they will be discussed and approved separately.
Does a Systems Project include ongoing support?
A Systems Project includes the implementation, communication, and handoff defined in the project agreement.
Ongoing support, continued optimization, or additional build requests are not automatically included unless specifically stated in the scope. If you need continued CRM support after the project, we can discuss an ongoing plan or another Jeraa solution that better fits that need.
GLOW Managed Growth & Systems
What is GLOW?
GLOW is Jeraa’s managed growth and systems partnership for established businesses that want more hands-on support.
It connects CRM, automation, marketing, lead generation, follow-up, retention, client experience, and growth strategy within one coordinated relationship.
Rather than giving you another plan to implement alone, Jeraa helps manage and carry forward the priorities included in your GLOW agreement.
What is the difference between CORE and GLOW?
CORE and CORE+ provide the CRM, automation foundation, implementation, and ongoing support included with the selected plan.
GLOW is a broader managed partnership. Jeraa takes a more active role in coordinating strategy, marketing, CRM improvements, implementation, lead follow-up, retention, and ongoing optimization.
CORE is best when you need the system and support to use it. GLOW is best when you want an active partner helping manage more of the work behind growth.
What does GLOW include?
The exact GLOW scope is shaped around your business, goals, current systems, and priorities.
Depending on the agreement, support may include growth strategy, campaign planning and management, lead-generation systems, CRM and automation management, funnels, follow-up, client retention, reactivation, process improvements, reporting, and ongoing optimization.
Your agreement will clearly define what Jeraa manages, what your team is responsible for, and which priorities are included.
How much does GLOW cost?
GLOW begins with an initial month starting at $5,997. This covers strategy, planning, system review, priority setting, and the first phase of implementation defined in your agreement.
Beginning in Month 2, the ongoing partnership starts at $2,497 per month.
Final pricing depends on the complexity of the business, the platforms involved, the agreed scope, and the level of ongoing management required.
Is advertising spend included in the GLOW fee?
No. Advertising spend is paid separately and remains under your control.
Premium software, usage charges, third-party platforms, integrations, and other outside services may also be additional depending on the agreed strategy and technology required.
These costs will be discussed before they are added or recommended.
Does GLOW guarantee a specific number of leads or amount of revenue?
No responsible growth partner can guarantee a specific number of leads, sales, or revenue.
Results are influenced by factors such as your market, offer, pricing, reputation, competition, advertising budget, sales process, team capacity, and client experience.
Jeraa provides the agreed strategy, systems, implementation, and management. Your team remains responsible for timely input, approvals, service delivery, and following the processes needed to support the work.
Is geographic or market exclusivity available?
In some cases, geographic or market exclusivity may be available for qualifying GLOW clients.
Any exclusivity, territory boundaries, eligibility requirements, and limitations will be defined in the individual service agreement. Exclusivity is not automatically included with every GLOW engagement.
Implementation, Support & Pricing
What happens during CORE or CORE+ onboarding?
After purchasing your plan, you will complete an onboarding form describing your business, services, team, current tools, lead flow, and setup priorities.
You will then complete two onboarding meetings with the technical support team:
A Technical Connection & Setup session to connect key platform tools
A System Overview session to review essential features and show you how to access ongoing support
You will also meet with Jeraa to confirm the services, client journey, pipelines, workflows, automation, and implementation included with your selected plan. Once that plan is confirmed, we will build and review the included system foundation with you.
What is included in standard CORE onboarding?
Standard CORE onboarding includes the foundational CRM setup needed to organize your leads, appointments, communication, follow-up, and client-management process.
The included setup is based on the standard onboarding scope published with the plan and confirmed during implementation planning.
Large migrations, extensive cleanup, advanced integrations, custom development, or needs outside the standard setup are not automatically included.
What makes CORE+ onboarding more extensive?
CORE+ includes a broader implementation designed for businesses with more complex workflows, additional automation needs, expanded client journeys, or a greater need for hands-on configuration.
It also includes the CORE+ features and support structure, including its expanded automation and AI capabilities.
The exact implementation is still defined by the standard CORE+ scope. It is more comprehensive than CORE, but it is not an unlimited custom build.
What happens if I need something outside standard onboarding?
If your business needs additional migration work, extensive data cleanup, custom integrations, advanced workflows, complex funnels, or other implementation outside the standard plan scope, we will discuss it with you before completing that additional work.
Those needs may be quoted as a separate Systems Project or addressed through another Jeraa solution. You will not be charged for additional project work without an agreed scope.
How long does implementation take?
The timeline depends on the selected plan, the complexity of the setup, how quickly we receive the required information and access, and whether additional work is needed outside the standard scope.
Your expected implementation timeline will be discussed during onboarding. Delays in forms, approvals, access, content, or other requested information may affect the completion date.
What kind of ongoing support is included?
CORE and CORE+ include access to technical platform support for questions about using Jeraa CRM.
Each plan also includes a defined level of ongoing Jeraa support for configuration, implementation, optimization, or strategy. The amount and type of hands-on support depend on the plan selected.
Additional work beyond the included support can be reviewed and quoted separately when needed.
Are email, text, calling, AI, and other usage charges included?
Usage-based services are billed separately from the monthly plan unless specifically stated otherwise.
This may include email sending, text messages, phone calls, phone numbers, AI usage, premium workflow actions, and other metered platform services.
New CORE and CORE+ accounts receive the activation credit described during purchase. Once that credit has been used, future usage is charged through the account’s wallet or payment method.
Can I upgrade or add more support later?
Yes.
As your business changes, you can add implementation help, automation, AI capabilities, integrations, or separately scoped project work.
If your needs grow beyond the support included with your current plan, we can also help you determine whether upgrading to CORE+ or moving into a GLOW partnership makes sense.
AI, Data, Privacy & HIPAA
Does Jeraa use AI?
Yes—but we focus on practical uses of AI that solve real business problems.
Depending on your solution and configuration, AI may help answer calls or messages, respond to leads, support appointment booking, create content, assist with follow-up, or reduce repetitive work.
We do not believe every interaction should be handled by AI. The goal is to use it where it improves speed and consistency while keeping the client experience thoughtful and human.
Can AI answer calls or respond to leads for my business?
Yes. AI-supported phone answering, messaging, lead response, appointment booking, and follow-up capabilities are available with select solutions and configurations.
The appropriate setup depends on your business, the types of conversations you receive, the information the AI needs to access, and when a conversation should be transferred or assigned to a person.
AI services may involve separate setup, subscription, and usage charges.
Does Jeraa offer HIPAA-capable CRM options?
Yes. HIPAA-capable Jeraa CRM options are available for qualifying businesses that handle protected health information.
When required, the CRM environment and supported features must be configured appropriately for that use. Some tools, integrations, communication methods, or AI features may not be appropriate for protected health information.
HIPAA compliance involves more than selecting software. Each business remains responsible for the legal, administrative, technical, and operational requirements that apply to its organization.
Do I own my contacts and business data?
You retain ownership of the contact and business data you provide, subject to the applicable service agreement, platform terms, privacy requirements, and any outstanding account obligations.
Your team is responsible for collecting and using that data lawfully, maintaining appropriate consent, and following the rules that apply to your industry and communication methods.
How does Jeraa handle privacy and data access?
Jeraa limits access to client systems and information to the access reasonably needed to provide the agreed services and support.
The specific platforms, integrations, team members, and technical providers involved depend on your selected solution and configuration.
Additional information about how website and business information is handled is available in Jeraa’s Privacy Policy and applicable service agreements.
Can Jeraa work with regulated or privacy-sensitive businesses?
Yes. Jeraa has experience with healthcare, wellness, clinical, and other privacy-sensitive service environments.
We take additional care when evaluating intake, communication, user access, automation, integrations, and data handling. However, every organization remains responsible for confirming its own legal and regulatory requirements with qualified advisers.
Agreements, Cancellation & Getting Started
Does Jeraa require a contract or minimum commitment?
The commitment depends on the solution you choose.
CRM subscriptions, Systems Projects, System Audits, and managed GLOW engagements may have different terms because the level of implementation and ongoing work is different.
Your checkout page, proposal, or service agreement will clearly explain the applicable term, renewal schedule, payment obligations, and cancellation requirements before you move forward.
What happens if I cancel Jeraa CRM?
When a Jeraa CRM subscription ends, access to the account and its included tools, support, phone numbers, workflows, automations, websites, funnels, and other hosted platform features may also end.
Before cancellation is completed, you should request any available contact or business-data exports you need and make plans for any services that must be moved or replaced.
Offboarding options, export availability, notice requirements, and applicable fees are governed by your service agreement and the technical limitations of the platform.
Can I take all of my workflows, funnels, and automations with me?
Your contact and business data may be exportable, but not every part of a configured CRM account can be transferred directly to another platform or provider.
Workflows, automations, templates, funnels, websites, phone numbers, integrations, and other configured assets may have technical or contractual limitations.
If you plan to leave the platform, we will explain the available offboarding options based on your account and agreement.
How do I get started?
Start by reviewing the Jeraa solution that appears closest to what you need.
CORE and CORE+ can be purchased through their respective checkout pages. If you are unsure which plan fits, need a System Audit or Systems Project, or are considering GLOW, schedule a Discovery Call.
You do not need to diagnose the problem or choose the perfect solution before reaching out. Tell us what is happening in the business, and we will help you identify the most practical next step.
Still have questions?
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Jeraa Marketing
CRM, automation, and business systems that make service businesses easier to run.
Jeraa Marketing
CRM, automation, and business systems that make service businesses easier to run.
© 2026 Aidelia Rae, LLC d/b/a Jeraa Marketing. All Rights Reserved.