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Starter Plan
For operators ready to consolidate their tools

Everything You Need
to Stop Losing Leads

Your full AI-powered CRM, automated follow-up, appointment booking, and review system — set up for you, built for you.

Outcome: From scattered tools to one connected system.

Replaces a CRM + scheduling tool + email platform + review software — typically $400-$700/mo across separate subscriptions.

24/7
AI coverage
Plans
custom-quoted
0
Tech skills needed
Starter Plan
Custom
Built for you
  • Orzenta CRM platform
  • Lead capture forms & pipeline
  • Appointment scheduling
  • Automated SMS & email follow-ups
  • Review request sequences
  • Reporting dashboard
  • Domain, phone & email integration
  • Email support
Book Your Setup Call

Every Tool Your Business Needs
to Capture & Convert Leads

The Starter plan gives you the full Orzenta platform foundation — everything configured, connected, and running before you ever log in.

Orzenta CRM Platform

Your central hub for every lead, customer, and conversation. See your full pipeline at a glance — from new inquiry to closed job. No spreadsheets, no sticky notes.

Lead Capture Forms & Pipeline

Custom forms embedded on your website or shared as links. Every submission lands directly in your CRM, automatically tagged, assigned, and ready to follow up.

Appointment Scheduling

A booking calendar synced to your availability. Clients self-schedule, get automatic confirmation texts, and receive reminders so they actually show up.

Automated SMS & Email Follow-Ups

Pre-built follow-up sequences fire the moment a lead comes in. First text goes out within 60 seconds. You're following up faster than any competitor — without lifting a finger.

Review Request Sequences

After a job is complete, the platform automatically asks happy clients for a Google review. More 5-star reviews = more calls from new customers who find you online.

Reporting Dashboard

See exactly how many leads came in, which jobs closed, and what your pipeline looks like — all in one clean, mobile-friendly dashboard you can check from your phone.

Domain, Phone & Email Integration

We connect your existing business phone number, email address, and domain to the platform so everything runs through one place and looks professional from day one.

Done-For-You Setup

We build everything. You join a 30-minute onboarding call at the start and a 30-minute handoff call when you go live. That's it — no tech work required on your end.

Email Support

Any questions, tweaks, or issues — reach our team by email. We respond same business day. You'll also have access to our knowledge base and video walkthroughs.

Starter Is Built for
Businesses Ready to Get Organized

If you're currently running your business on texts, missed calls, and gut feel — Starter is the foundation that changes everything.

Home Service Contractors

HVAC, plumbing, roofing, electrical — if you're on job sites all day and missing calls, this fixes it.

Salons, Spas & Beauty Businesses

Stop managing bookings by text and phone tag. Clients self-schedule and get automatic reminders.

Health & Wellness Practices

Chiropractors, physical therapists, med spas — reduce no-shows and automate patient follow-ups.

Local Service Businesses Under $1M/yr

You don't need a big team or a big budget to compete. The Starter plan gives you enterprise tools at a fraction of the cost.

Starter might NOT be right if you need…

Before & After Starter
Before Orzenta
  • Missed calls go unanswered for hours
  • Leads lost in text threads & voicemails
  • No system to ask for reviews
  • Double-bookings and no-shows
  • No idea how many leads came in this month
After Orzenta Starter
  • Every lead auto-followed up within 60 sec
  • Full pipeline visible on your phone
  • Reviews requested automatically after jobs
  • Clients self-book, reminders auto-sent
  • Clear reporting every week

The Math Is Simple

Most Starter clients recover the monthly fee from just 1–2 additional booked jobs. Everything after that is profit.

2
extra jobs/month to break even
60s
average lead response time
78%
of customers buy from first responder

Example: HVAC Contractor — Month 1

Leads previously going unanswered / month~12
Leads now followed up automatically12
Estimated additional jobs booked (25% close rate)3 jobs
Average job value$450
Additional revenue+$1,350

Built for You — Here's Exactly How

We do the heavy lifting. You just show up to two short calls.

1
Step 1

Onboarding Call (30 min)

We collect your business info, branding, phone number, and preferences. You answer a few questions — we handle the rest.

2
Step 2

We Build Your Platform

Your CRM, forms, automations, booking calendar, and review system are configured to your specific business. You don't touch a thing.

3
Phase 1

Review & Approve

We send you a walkthrough video so you can review everything before going live. Any tweaks? We handle them same day.

4
Phase 2

Handoff Call — You're Live

30-minute call where we walk you through your new dashboard and answer any questions. From this moment, every lead is being followed up automatically.

Starter Plan — Common Questions

What's included in the one-time setup fee?
+
The setup fee covers the full build of your platform — CRM configuration, form creation, automation sequences, booking calendar setup, review workflows, domain and phone integration, and both onboarding calls. It's a one-time cost. Once you're live, you just pay the monthly fee.
Do I need to already have a website?
+
No. The Starter plan includes a lead capture form that can be shared as a link, embedded on any existing site, or run as a standalone landing page. If you want a full website built, we offer that as an optional add-on.
Can I upgrade to Growth or Elite later?
+
Absolutely. Most clients start on Starter to get the foundation in place and upgrade to Growth once they see the results. There's no penalty — we just build on top of what's already there. You'll only pay the difference in setup cost for any new features added.
Is there a contract or can I cancel anytime?
+
No long-term contracts. Starter is month-to-month after the initial setup. You can cancel with 30 days notice at any time. We're confident in the results — we don't need to lock you in.
What does "done-for-you setup" actually mean?
+
It means we configure everything. You don't log into any tools, write any automations, or touch any code. You provide basic info about your business, we build it, you review it, and then you go live. Our team handles the entire technical setup.
What happens to my data if I cancel?
+
Your contacts, conversation history, and pipeline data all belong to you. We'll export a full CSV of your data upon request before cancellation. You never lose your customer information.
Ready to get started?

Get Your Platform Live
in 7 Days

Book a free 30-minute demo call. We'll walk through your specific business, show you exactly what your Starter setup would look like, and answer every question.

Need more than Starter? Growth adds AI chatbot, voice agent & priority support. See Growth Plan →