Customer communication system P&L dashboard
We build and run the entire customer communication system: calls, web forms, chat, follow-up, reviews, and old-lead reactivation.
Dacite is not a marketing agency and not just a CRM company. The offer is the operations layer that catches, qualifies, books, and tracks leads so the owner does not have to manage the tech.
| Client | Plan | Fee | Cost | Margin |
|---|
| Platform | Amount |
|---|
| Name | Plan | Monthly Fee | Direct Costs | Margin |
|---|
| Platform / Tool | Monthly Cost | Category | Notes |
|---|
Core lead response system for local service businesses that need every call, form, chat, and review request handled.
Setup: $750-$1,500
For clients that need the lead system plus routine website, landing page, and conversion improvements.
Setup: $1,500-$3,000
Mortgage, insurance, legal, financial services, and longer sales-cycle businesses with more routing and compliance sensitivity.
Setup: $1,500-$3,500
One company with multiple offices, branches, departments, or teams needing separate routing and reporting.
Setup: $2,500-$5,000
| Package | Recommended Setup Fee | Reason |
|---|---|---|
| Managed Growth | $750-$1,500 | Initial AI receptionist, chatbot, forms, missed-call text-back, notifications, tracking, and launch testing. |
| Managed Growth + Website | $1,500-$3,000 | Includes lead capture setup plus website, landing page, content, and conversion work. |
| Mortgage / Complex Industry | $1,500-$3,500 | More intake logic, routing rules, compliance-aware copy, CRM setup, and stakeholder review. |
| Multi-Location | $2,500-$5,000 | Depends on number of offices, lead sources, location pages, routing rules, and reporting needs. |
| Type | Definition | Recommended Price |
|---|---|---|
| Single Location | One office/location, one main team, one core lead flow, one reporting structure. | $1,500-$2,500/mo |
| Complex Single Location | One office, but multiple staff members, multiple campaigns, several landing pages, or more compliance-sensitive workflows. | $2,500-$4,000/mo |
| Multi-Location | Multiple offices, branches, departments, or teams needing separate routing, reporting, review management, or lead tracking. | $3,500-$5,000/mo |
For one owner with Texas and Florida under the same company, treat it as one website/system with separate location pages, routing, tracking, and reporting. A fair starting quote is $2,500-$3,500 setup and $3,000-$3,500/month. Push higher only if they need a full rebuild, separate office workflows, or heavy ongoing support.