How it Works

Intro CRM is simple sales software that comes with coaching and concierge services. Which means we literally help you grow your business.

We’ll help you set a sales strategy and then execute on it with jobs. Create a job by sending an email or a message on Slack, and we’re on it.

Check out our plans below. As you go up, you get more jobs per month and unlock more complex jobs.


Illustration of a chipmunk carrying a cup of coffee.
Light help.

You need an extra hand during busy times to make sure the important things get done, without forgetting about sales.


Up to 5 jobs/month, including:

  • Monthly coaching sessions
  • Qualify inbound leads
  • Generate outbound leads
  • Draft discovery questions
  • Craft sales playbook


Chipmunk standing on a whiteboard holding a marker and pointing.
Execution relief.

You’re an expert at your business, and we’re experts at sales. We’ll help you scale and keep that pipeline moving!


Up to 15 jobs/month, including:

  • Bi-weekly coaching sessions
  • Everything under Assistant, plus…
  • Create proposals and collateral
  • Review sales contracts
  • GeoIP test sales pages
  • Sales hiring help


Chipmunk with a phone earpiece and a pen writing on a calendar.
Go time.

You’re close to hiring a salesperson. Bridge the gap between running the show and making your next hire.


Up to 25 jobs/month, including:

  • Weekly coaching sessions
  • Everything under Sidekick, plus…
  • Live support in customer calls
  • Approved vendor list forms
  • Market research projects
  • Pricing strategy projects
  • Sales management help


Picture of a chipmunk holding a pen marking deals off a list.
Do it yourself.

Sign up for self-guided to run things yourself. You get Intro CRM’s simple software and integration with Basecamp, Trello, or Asana. Plus, you can get help with one-time sales boosts for help with jobs from our team.

$25/user/month + $250/job

Take Sales Off Your Plate

Illustration of a chipmunk holding a photo contact Intro CRM.

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