JERAA CRM | CORE & CORE+

A CRM Built Around How Your Business Actually Runs

Bring your leads, clients, appointments, communication, follow-up, and automation into one connected system—with different levels of setup and ongoing support based on what your business needs.

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when your systems can't keep up

Growth Gets Harder When the Pieces Don't Work Together

Processes that worked when your business was smaller can become frustrating as your leads, clients, and team grow. Information gets scattered, follow-up becomes inconsistent, and too much depends on someone remembering what needs to happen next.

Scattered Client Information

Conversations, appointment details, notes, and payment information live in different places, making it harder to see the full client relationship.

Follow-Up Depends on Memory

Leads and clients can slip through the cracks when reminders and next steps rely on someone manually keeping track.

Too Much Manual Work

Repetitive scheduling, communication, invoicing, and administrative tasks take time away from serving clients and growing the business.

Jeraa CRM brings those moving pieces together so your business can run with more clarity and consistency.

the core framework

A Stronger Foundation for How Your Business Runs

CORE helps connect the systems behind your client journey - from the first inquiry through ongoing follow-up, so your team has more clarity and fewer manual steps.

Centralize

Phase 01

Keep leads, clients, conversations, appointments, and important details together in one organized system.

Optimize

Phase 02

Build clearer workflows and processes that make everyday operations easier to manage.

Respond

Phase 03

Use timely, automated follow-up across email and text so leads and clients are not left waiting.

Elevate

Phase 04

Create a smoother client experience while giving your business systems that can support continued growth.

what jeraa crm brings together

One System.
Fewer Disconnected Pieces.

Manage the important parts of your client journey in one place instead of piecing together multiple platforms and manual workarounds.

Unified Leads & Client Records

Keep contact details, conversations, appointments, notes, and activity organized in one place.

Clear Sales Pipelines

See where every lead and client stands, what has happened, and what needs attention next.

Online Scheduling

Let clients book appointments while automated confirmations and reminders help reduce missed appointments.

Forms & Funnels

Capture inquiries, collect important information, and guide leads toward the appropriate next step.

Email & 2-Way Texting

Communicate with leads and clients from one shared conversation history.

Invoices & Payments

Send invoices, collect payments, and connect billing activity with the client record.

Reporting & Visibility

Track leads, appointments, pipeline activity, and results without piecing together multiple reports.

Reviews & Reputation

Automate review requests and make it easier for happy clients to share their experience.

Jeraa CRM can also connect with selected tools your business already relies on when an integration is appropriate.

a more connected client journey

From First Inquiry to Ongoing

Relationship

Jeraa CRM helps each step flow into the next, giving your team better visibility while creating a smoother experience for your clients.

Stage 01

Capture the Inquiry

New leads enter the CRM from forms, calls, messages, bookings, or other connected sources.

Stage 02

Respond and Follow Up

Automated email and text follow-up helps leads receive a timely response without relying entirely on manual reminders.

Stage 03

Schedule and Prepare

Clients can book appointments, receive confirmations and reminders, and complete necessary forms.

Stage 04

Manage the Client Experience

Your team can see conversations, appointments, notes, payments, and next steps in one organized record.

Stage 05

Continue the Relationship

Post-visit follow-up, review requests, reactivation, and ongoing communication help support retention and repeat business.

set up for real-world use

You’re Not Starting With an
Empty CRM.

Jeraa CRM is more than access to a software platform. Your selected CORE plan includes the setup and support needed to turn the technology into a system your business can actually use.

CRM setup shaped around your business and selected plan
Clear pipelines for leads, appointments, and client follow-up
Essential automations and communication templates
Organized contact import, fields, tags, and client information
Practical onboarding and guidance for your team

Our approach to implementation

Setup Is Only Useful if Your Team Can Use It

The goal is not to install software and hand over a login. We help create a clear starting foundation, guide your team through the system, and provide the level of implementation and support included with your selected CORE plan.

Clear starting point • Practical onboarding • Support based on your plan

ongoing support

Support That Continues
After Setup

You should not be left alone to figure everything out after launch. Jeraa CRM includes technical platform support, while your selected CORE plan determines the level of hands-on implementation and strategic help you receive.

Everyday Technical Platform Support

Get help with everyday platform questions, standard troubleshooting, and learning how to use the tools inside Jeraa CRM.

24/7 chat support
Help with standard platform questions
Troubleshooting for common technical issues
Access to training and support resources

Hands-On Configuration Support Based on Your Plan

CORE and CORE+ include different levels of hands-on help for updates, implementation, automation, and ongoing improvement.

Included configuration support time based on your plan
Help with system updates and approved changes
Expanded implementation and automation support with CORE+
Strategic guidance included where specified

*Note: Exact support, implementations, and strategy inclusions are outlined in the CORE and CORE+ plan details below.

core plan options

Choose the Level of Support
That Fits Your Business

Both plans include Jeraa CRM and the tools needed to organize leads, appointments, communication, follow-up, and client management. The primary difference is how much setup, implementation, and ongoing support you want from our team.

CORE

Create Consistency

$497/month

$1,000 one-time onboarding

Best for:

Businesses that need a reliable CRM foundation, better organization, and ongoing help maintaining their system.

Full Jeraa CRM platform
Standard CORE onboarding and setup
Lead & client pipelines
Calendars, forms, invoicing, & payments
Email & two-way texting tools
Essential workflows & automation
Templates & training resources
24/7 platform chat support
2 hours of hands-on configuration support each month

Choose CORE

CORE+

Optimize and Scale

$1,297/month

$3,500 one-time onboarding

Best for:

Businesses that want more hands-on implementation, advanced automation, AI capabilities, and ongoing strategic guidance.

Everything included with CORE
Expanded onboarding and implementation
More advanced workflows & automation
AI Employee capabilities
5 hours of hands-on configuration support each month
Quarterly strategy sessions
Ongoing optimization & system refinement
Priority guidance for more complex needs

Choose CORE+

Note: Standard onboarding is included as outlined for each plan. Additional migrations, integrations, custom builds, or setup needs outside the standard scope will be reviewed and quoted separately.

Messaging, phone, email, and AI usage charges are billed separately based on use.

finding the right fit

Is CORE Right for Your Business?

CORE is designed for owner-led service businesses that need more consistency, visibility, and support behind their leads and client experience. If another Jeraa solution would serve you better, we’ll tell you.

CORE May Be a Good Fit If You:

Run a service-based or appointment-driven business
Already have clients, leads, or appointments to manage
Need a clearer system for follow-up and communication
Want fewer disconnected tools and manual workarounds
Need better visibility into your leads and client journey
Value practical support instead of being left to figure everything out alone

Another Jeraa Solution May Fit Better If:

You are not sure what is broken or what should be fixed first. System Audit You have one defined migration, integration, cleanup, workflow, or systems project to complete. Systems Projects & Consulting You want Jeraa to actively manage your CRM, marketing, lead generation, retention, and growth strategy. Managed Growth & Systems through GLOW

Clear Expectations Create
Better Systems

CORE provides a defined CRM, automation, onboarding, and support structure based on the plan you choose. Keeping the standard scope clear helps us build a dependable foundation and gives you a better experience from the beginning.

What Is Outside the Standard CORE Scope

Managed advertising or ongoing lead-generation services
Unlimited custom workflows, funnels, or build requests
Custom software development or complex API integrations
Large or complex migrations, data cleaup, or database restructuring beyond the standard onboarding scope
Ongoing content creation or marketing campaign management
Day-to-day administrative or virtual-assistant work

Need Something Outside the Standard Scope?

Additional migrations, integrations, custom builds, cleanup, or implementation needs can be reviewed and quoted as a separate Systems Project. If you want ongoing marketing and growth management, GLOW may be the better fit.

VERIFIED SYSTEM PROOF

Systems Designed for
Real Business Operations

Direct evidence of stability, streamlined deployment, and measurable daily execution across active client infrastructures.

CLIENT ATTESTATION

Verified CORE Review

“Add verified CORE testimonial here. The unified architecture eliminated disconnected spreadsheets, allowing our operational team to track active client pipelines without redundant friction or lost leads.”