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.
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 01Keep leads, clients, conversations, appointments, and important details together in one organized system.
Optimize
Phase 02Build clearer workflows and processes that make everyday operations easier to manage.
Respond
Phase 03Use timely, automated follow-up across email and text so leads and clients are not left waiting.
Elevate
Phase 04Create 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.
Capture the Inquiry
New leads enter the CRM from forms, calls, messages, bookings, or other connected sources.
Respond and Follow Up
Automated email and text follow-up helps leads receive a timely response without relying entirely on manual reminders.
Schedule and Prepare
Clients can book appointments, receive confirmations and reminders, and complete necessary forms.
Manage the Client Experience
Your team can see conversations, appointments, notes, payments, and next steps in one organized record.
Continue the Relationship
Post-visit follow-up, review requests, reactivation, and ongoing communication help support retention and repeat business.
Capture the Inquiry
New leads enter the CRM from forms, calls, messages, bookings, or other connected sources.
Respond and Follow Up
Automated email and text follow-up helps leads receive a timely response without relying entirely on manual reminders.
Schedule and Prepare
Clients can book appointments, receive confirmations and reminders, and complete necessary forms.
Manage the Client Experience
Your team can see conversations, appointments, notes, payments, and next steps in one organized record.
Continue the Relationship
Post-visit follow-up, review requests, reactivation, and ongoing communication help support retention and repeat business.
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
Exact support, implementation, and strategy inclusions are outlined in the CORE and CORE+ plan details below.
experience behind the system
Built With Real Business
Operations in Mind
Jeraa CRM combines practical software setup with experience across service businesses, healthcare and clinic operations, project management, marketing, CRM systems, and automation. That broader perspective helps us build around how the business actually needs to operate—not simply turn on a collection of features.
Founder-Led System Strategy
Kelsey remains involved in the strategy and broader system decisions included with your selected solution.
Real-World Operational Experience
Informed by hands-on experience with client communication, workflows, project delivery, and service-based business operations.
CRM and Automation Expertise
Thoughtful configuration that connects leads, appointments, communication, follow-up, and client management.
Thoughtful Implementation
Systems are configured around practical workflows, team needs, and the way the business actually operates.
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 System Setup & Implementation
Best for:
Businesses that need a reliable CRM foundation, better organization, and ongoing help maintaining their system.
Full Jeraa CRM platform
CORE System Setup & Implementation
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
Light quarterly usage check-in and annual planning conversation
CORE+
Optimize and Scale
$1,297/month
$3,500 one-time Advanced Setup & AI Implementation
Best for:
Businesses that want more hands-on implementation, advanced automation, AI capabilities, and ongoing strategic guidance.
Everything included with CORE
Advanced Setup & AI Implementation
More advanced workflows & automation
AI Employee for faster lead response, qualification, routing, and follow-up
5 hours of hands-on configuration support each month
Quarterly strategy sessions, separate from monthly configuration hours
Ongoing optimization & system refinement
Priority guidance for more complex needs
System Setup & Implementation: Each plan includes the defined initial setup shown below. Complex migrations, extensive data cleanup, custom integrations, large builds, and needs outside the standard scope are reviewed and quoted separately before additional work begins.
Messaging, phone, email, and AI usage charges are billed separately based on use.
Included monthly configuration hours do not roll over.
setup at a glance
What Your System Setup &
Implementation Includes.
Your one-time setup fee covers the initial configuration and guided implementation needed to turn Jeraa CRM into a working system for your business. CORE provides a strong foundational setup, while CORE+ includes greater capacity for complexity, automation, AI, and implementation support.
STANDARD FOUNDATION
CORE System Setup
$1,000 one-time System Setup & Implementation
A guided foundational setup for businesses with a relatively straightforward client journey.
One clean CSV import of up to 2,500 contacts
Approved field mapping & exact-duplicate removal
Up to 2 pipelines
Up to 2 calendars
Up to 2 forms or surveys
Up to 4 standard workflows
Up to 6 combined email & text templates
Basic pipeline routing
Two support-team onboarding sessions:
Technical Connection & Setup
System Overview
Two Jeraa implementation sessions:
Configuration Planning
Implementation Review & Final Walkthrough
Estimated implementation: Approximately 2–4 weeks
EXPANDED IMPLEMENTATION
CORE+ Advanced Setup & AI Implementation
$3,500 one-time Advanced Setup & AI Implementation
An expanded implementation for businesses with more services, workflows, or operational complexity.
Up to two approved contact files and 5,000 contacts total
Expanded field mapping, standard deduplication, and import planning
Up to 4 pipelines
Up to 5 calendars
Up to 5 forms or surveys
Up to 10 standard or moderately customized workflows
Up to 12 combined email & text templates
AI Employee setup for one approved initial use case
Expanded lead-qualification & routing logic
Two support-team onboarding sessions:
Technical Connection & Setup
System Overview
Four Jeraa implementation sessions:
Strategy & Workflow Alignment
System Design
Implementation & AI Review
Optimization Review & Final Walkthrough
Estimated implementation: Approximately 4–6 weeks
Both plans include Technical Connection & Setup and System Overview sessions with our support team. These sessions help you connect key platform tools, learn the essential features, and understand how to access ongoing technical support. Your selected plan determines the depth of configuration, implementation, automation, and strategic guidance provided by Jeraa.
What Happens After You Choose Your Plan
Here’s exactly what happens next—five clear steps from purchase to a working system.
Complete Your Purchase
Choose CORE or CORE+ and receive your receipt, welcome information, and Jeraa CRM login.
Complete Your Onboarding Form
Tell us about your business, services, team, current tools, lead flow, and setup priorities.
Complete Support-Team Onboarding
Attend your Technical Connection & Setup and System Overview sessions. The support team will help connect key platform tools, show you essential features, and explain how to access ongoing support.
Plan Your Jeraa Implementation
Meet with Jeraa to confirm your services, client journey, pipelines, workflows, automation, and the implementation included with your plan.
Build and Review Your System
We’ll configure the included foundation, review the completed setup with you, and prepare your team to begin using it.
Complete Your Purchase
Choose CORE or CORE+ and receive your receipt, welcome information, and Jeraa CRM login.
Complete Your Onboarding Form
Tell us about your business, services, team, current tools, lead flow, and setup priorities.
Complete Support-Team Onboarding
Attend your Technical Connection & Setup and System Overview sessions. The support team will help connect key platform tools, show you essential features, and explain how to access ongoing support.
Plan Your Jeraa Implementation
Meet with Jeraa to confirm your services, client journey, pipelines, workflows, automation, and the implementation included with your plan.
Build and Review Your System
We’ll configure the included foundation, review the completed setup with you, and prepare your team to begin using it.
CORE includes two Jeraa implementation sessions. CORE+ includes four Jeraa implementation sessions for deeper planning, system design, AI configuration, and optimization.
After launch, you'll have 24/7 technical platform support plus the ongoing configuration and guidance included with your selected plan.
Clear expectations • Guided implementation • Additional work approved before it begins
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:
clear expectations
What Is Outside the
Standard Setup Scope
Each CORE plan includes a defined level of CRM setup, implementation, and ongoing support. Keeping that scope clear helps us build your system efficiently and ensures you know what to expect before purchasing.
The following are not included in the standard CORE or CORE+setup:
Managed advertising or ongoing lead generation
Unlimited workflows, funnels, or custom build requests
Custom software development or complex API integrations
Large or complex migrations, database restructuring, or extensive data cleanup
Ongoing content creation or marketing campaign management
Day-to-day administrative or virtual-assistant work
Need Something Beyond the Standard Scope?
Additional migrations, integrations, cleanup, and custom builds can be reviewed and quoted as a separate Systems Project. If you need ongoing CRM, marketing, lead-generation, and growth management, GLOW may be the better fit.
Ready for a CRM Your
Business Can Actually Use?
Choose the CORE plan that matches the level of setup and support you need. Not sure which option is the best fit? Book a Discovery Call, and we'll help you choose the right plan for your business.
Clear pricing • Defined implementation • Ongoing support
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.