Managed Lead Conversion P&L Dashboard
We manage the systems that answer, track, and follow up with your leads so your team can focus on running the business.
Dacite is not being positioned as a CRM company. The CRM is infrastructure. The offer is a managed lead conversion system.
| Client | Plan | Fee | Cost | Margin |
|---|
| Platform | Amount |
|---|
| Name | Plan | Monthly Fee | Direct Costs | Margin |
|---|
| Platform / Tool | Monthly Cost | Category | Notes |
|---|
Standard service businesses that need the full lead response system managed.
Setup: $1,500-$2,500
For clients that also need landing pages, campaign support, website updates, and conversion improvement.
Setup: $2,500-$5,000
Mortgage, insurance, legal, financial services, and longer sales-cycle businesses.
Setup: scope-based
Multiple offices, branches, departments, or teams needing separate routing and reporting.
Setup: custom
| Package | Recommended Setup Fee | Reason |
|---|---|---|
| Managed Growth | $1,500-$2,500 | Initial chatbot, AI receptionist, tracking, automations, CRM checks, and launch testing. |
| Managed Growth + Marketing | $2,500-$5,000 | Includes landing pages, campaign tracking, website/lead capture work, and deeper setup. |
| Multi-Location | Custom | Depends on number of offices, lead sources, routing rules, and reporting needs. |
| Type | Definition | Recommended Price |
|---|---|---|
| Single Location | One office/location, one main team, one core lead flow, one reporting structure. | $2,500-$3,500/mo |
| Complex Single Location | One office, but multiple loan officers, multiple campaigns, several landing pages, or more compliance-sensitive workflows. | $3,000-$5,000/mo |
| Multi-Location | Multiple offices, branches, departments, or teams needing separate routing, reporting, review management, or lead tracking. | Starting at $5,000/mo |
$3,000/month is reasonable as a family/internal rate for PCL. For a non-family mortgage client with the same workload, quote $3,500-$5,000+/month depending on scope.