Fluid Leads CRM by Daily Edge AI • Managed CRM setup • AI + HI = OI (Optimized Intelligence)
Notice: Selection & Estimate FormSelect the plan and add-ons you're interested in. This is not a purchase, and you will not be charged. After you submit, we'll confirm your selections, send your service agreement, and invoice you separately.

Section A: Your Information

Enter your contact details so we can prepare your agreement and invoice.

1st user included in plan rate. Additional users are $39/mo each.

1

Section B: Choose Your Plan

Select exactly one plan. Prices are per user per month.

Essential
$129/ user / mo
Click to select
Best Value
Professional
$169/ user / mo
✓ Plan Selected
Premier
$229/ user / mo
Click to select

Section D: Optional Add-Ons

Check any add-on program or capability you would like added to your service proposal.

$200 / month, 3-month commitment ($600 total)

A guided 3-month program to get your business running smarter: 1) up to 2 new automation builds per month; 2) SEO & AEO optimization and Directory Listings correction; 3) access to the Business Growth Software; 4) business optimization support with a 1-hour call per month; and 5) a 90-Day Business Growth Roadmap.

$129 / month

Two one-hour sessions each month with an AI coach, covering Claude, ChatGPT, Fluid Leads CRM, and other AI tools you use. Build automations, learn the principles of vibe coding, and build apps and websites together on a call. Get continued strategy support, and personalized AI training for the way you work.

Quoted per build

Custom apps, portals, and integrations built to spec. Scope, price, and timeline set in a written quote.

$165 / month

1,000 agent runs plus Agent Studio (600,000 tokens) per month. Overage: $0.13 per run, $0.034 per 1,000 tokens.

$35 / month

100 agent runs plus Agent Studio (200,000 tokens) per month. Overage: $0.13 per run, $0.034 per 1,000 tokens.

$95 / month

Keyword tracking, on-page analysis, and ranking insights.

$38 / month

Two-way WhatsApp in the same inbox as texts and email. No usage fees.

$36 / month

Business info synced across 80+ directories, including Google, Yelp, and Apple Maps.

Varies, typically about $15 / year

Domain registered and secured. Connecting a domain you already own is free.

$1.15 / month each (billed annually)

Additional local or toll-free numbers. No extra registration cost.

$19 one-time

Required to send business texts; one campaign covers all numbers.

$10 / month

Only for a separate WordPress site; CRM-built sites are hosted free.

$297 / month

Compliance controls for handling protected health information.

Section E: Included in Every Plan

Every plan includes full access to these core platform capabilities:

Dashboard
Contact Manager
Smart Lists & Segmentation
Custom Fields & Tags
Tasks & Notes
Conversations Manager
SMS & Email Messaging
Business Phone System
Call Recording & Transcription
Calendars & Online Booking
Opportunities & Pipelines
Workflow Automations & Builder
Forms & Surveys
Funnel & Landing Page Builder
Website Builder & Hosting
Website Chat Widget
Email Marketing & Newsletters
Social Media Planner
Reputation Management
Google Review Widgets
Invoices, Proposals & Payments
Reporting & Attribution
CRM Mobile App
Integrations (1,000+ apps)
Ad Manager
Affiliate Manager
Done-For-You Onboarding Included:Every plan includes a 7-day demo account, 10 custom automations built around your workflow, and two 1-hour onboarding sessions.