Premium CRM, AI automation and lead management systems for regulated growth teams.Serving US insurance agencies and UK legal firms
Pricing

Pricing and Implementation Plans

Three implementation plans for teams that need a clean CRM, all the way up to a fully managed acquisition engine. Every plan is built on a proven CRM platform configured specifically for your business, no generic templates.

Pricing and Implementation Plans
Built for serious operatorsPremium design, clear messaging, CRM-first architecture and industry-specific conversion pathways.
Plans

Implementation and monthly growth support.

Pricing depends on complexity, number of locations, lead volume, channels, integrations and how much ongoing management you require. These plan structures give you a clear starting point.

Starter System

CRM Foundation

From £1,500

For teams that need a clean CRM, basic pipeline, lead forms, essential automations and launch training.

  • Pipeline setup
  • Lead capture forms
  • Email/SMS templates
  • Basic dashboards
Scale

Managed Acquisition Engine

From £6,500

For teams running paid campaigns, multiple locations, multiple teams or higher-volume lead operations.

  • Campaign support
  • Multi-team dashboards
  • Reactivation
  • Ongoing strategy

Important: ad spend, phone/SMS usage, email sending, third-party software, compliance review and specialist integrations may be billed separately depending on the chosen setup.

Every plan runs on a proven, enterprise-grade CRM platform that we configure, host and manage entirely on your behalf. You never need to touch the underlying software, learn a new tool, or manage a separate subscription. We handle setup, hosting, updates and support as part of your plan.
Compare plans

What's included at each level.

A side-by-side view of the core features across all three implementation plans.

FeatureCRM FoundationGrowth Operating SystemManaged Acquisition Engine
Custom pipeline & stages
Lead capture forms
Email & SMS templates
Basic dashboards
Conversion-focused website pages
Advanced automation workflows
Lead source tracking
Monthly optimisationOptional add-onIncluded option
Paid campaign support
Multi-team / multi-location dashboards
Reactivation campaigns
Dedicated ongoing strategy
FAQ

Questions about pricing.

We build on a proven, enterprise-grade CRM platform that we host, configure and manage entirely on your behalf as part of every plan. You do not need to purchase, learn or manage any separate software yourself.
We can either build a new conversion-focused website and CRM framework or improve the assets you already have. If your current tools are useful, we can design the migration or integration plan around them.
Yes. The framework can support multi-channel follow-up, task reminders, call tracking and nurture sequences. Messaging must be configured with proper consent, clear language and market-specific compliance guidance.
No responsible agency should guarantee exact sales results. We build the infrastructure, tracking, messaging and optimisation process designed to improve speed, consistency and visibility. Actual outcomes depend on offer, lead quality, team activity, market conditions and compliance rules.
A focused implementation can launch in stages. Core pages, forms, routing and essential automations can usually be prioritised first, followed by deeper content, dashboards, campaigns and optimisation.
Yes. MAX Digitize can provide monthly optimisation, CRM updates, landing page improvements, reporting, campaign support and automation refinements depending on the package selected.
Next step

Not sure which plan fits your business?

Book a strategy consultation and we will review your current lead flow, follow-up process, website positioning and CRM gaps, then recommend the right starting point.