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Live In Seven CRMLive In Seven CRM puts contacts, opportunities, appointments and follow-ups into one process. I configure it for your business, test it and train your team before it goes live. You don't get an empty tool to figure out on your own. Including an AI receptionist that answers every call.
The Live In Seven AI receptionist picks up your business line, in English or Portuguese, day or night. It finds out what the caller needs, answers from the information you approve, books the appointment on your calendar, texts the next step, and saves the whole conversation to the customer's record. When something needs a person, it hands the call over.
Our own line is answered by the AI receptionist.
Included in every plan (trial allowance in Essential). Works on a business number set up in the system: bring your number over or forward your calls to it.
A customer calls while everyone is on a job. Nobody answers.
Someone fills out a form. Someone else sends a message.
One person replies. Another doesn't know the conversation already happened.
An estimate goes out. Nobody follows up.
A week later someone asks: "What happened to that customer?"
That is what the CRM is for: every lead in one place, with a next step and someone responsible for it.
Each plan is paid monthly, or once a year upfront. Implementation is a separate one-time fee, explained below.
Get the basics out of your memory and into a process.
or $1,970.90/year paid upfront (equals $164.24/month)
Recommended implementation: $497.90 one time · live in up to 5 business days after all required material is received.
No reserved advisory hour, no monthly report.
Start with EssentialThe fit for most service businesses that already get steady leads.
or $2,970.90/year paid upfront (equals $247.58/month)
Recommended implementation: $897.90 one time · up to 7 business days after all required material is received.
Everything in Essential, plus
For larger operations, several teams or locations.
or $4,970.90/year paid upfront (equals $414.24/month)
Recommended implementation: $1,497.90 one time · up to 14 business days after all required material is received.
Everything in Growth, plus
Opening offer for the first 2 founding customers: see the Founder Offer.
The monthly plan covers ongoing access, allowances, support and the ongoing services of that plan. Implementation pays for the work of configuring your business.
A2P registration is prepared and submitted by me, but approval is decided by third parties and has no guaranteed date.
Usually the one that matches the plan, but it depends on complexity. One service and one person: Essential. More than one service, team or location: Professional. Several locations, AI receptionist customization beyond the standard setup, or ad integrations: Advanced. Moving from another CRM is quoted separately, from $297.90.
If complexity changes before the work starts, only the difference between levels is charged, and only once you approve it.
50% of implementation to start, 50% at delivery. The first monthly or annual payment follows your agreement.
The timeline starts only once I have the information, materials and access required. Missing materials pause it, and third-party approvals have no guaranteed date.
Within a scope you approve, it can answer configured questions, collect information, help with scheduling and route conversations.
It hands over to a person for special pricing, discount requests, sensitive decisions, exceptions, complex negotiations and anything outside the approved script.
Every plan includes the AI receptionist: a trial allowance in Essential (300 chat replies and 60 voice minutes per month), 1,500 chat replies and 150 voice minutes in Growth, and 5,000 chat replies and 300 voice minutes in Scale. What it can do depends on the channels configured and the approved scope.
Available until October 31, 2026, or until the 2 spots are filled. Minimum commitment: 6 months.
Close within 7 days of receiving the proposal and get 1 extra automation and double the contact-import limit.
Live within 7 business days after all required materials, access and approvals are received. If I miss that deadline solely because of me, the final 50% of the implementation fee is waived. Does not apply to delays from missing customer materials, customer approval delays, scope changes or third-party approvals.
The 6-month minimum, a video testimonial, and authorization to use the case study. Cancel before 6 months and the $400 implementation discount becomes due.
50% of implementation plus the first month at signing, remaining 50% of implementation at delivery. A 3-payment card option may be offered.
These terms apply only to the Founder Offer, never to regular plans.
Onboarding collects your business details, services, service area, hours, team, calendar rules, approved messages, logo, contact list and the account access needed.
By WhatsApp or email, first response within 1 business day. That means I acknowledge and start handling it within one business day. It is not a guaranteed fix in one day, not 24-hour human support, not unlimited changes, not custom development outside scope, and I do not control third-party platforms.
Separate from support. Essential: none. Growth: 1 hour per month plus a monthly performance report. Scale: 2 hours per month plus a monthly report with recommendations and a quarterly structure review.
Your contacts are yours. When you cancel, your contact list can be exported as a CSV. Ending the service stops the CRM account, its workflows and connected setup. Exporting contacts does not move workflows, integrations or configuration to another platform.
Monthly plans have no long-term contract: cancel with 14 days' notice. Annual plans are paid upfront and not refunded pro rata if ended early. The Founder Offer has its own 6-month minimum.
Sending business text messages in the US usually requires A2P 10DLC registration of your business and your messaging campaign, through The Campaign Registry and in line with the CTIA messaging principles. I prepare and submit it during implementation. The carriers and the registry decide approval and timing, so no approval date is promised.
It is a CRM configured and delivered by Live In Seven for your business. Contacts, opportunities, appointments and follow-ups sit in one process, set up, tested and taught to your team before it goes live.
No. You get the system configured for your business, with implementation, training and ongoing support. You do not get an empty tool to set up on your own.
No. I configure it, test it and train your team in live sessions before it goes live.
Yes. Every plan includes mobile access, so you can see and answer leads from your phone.
Unlimited users and unlimited contacts on every plan.
Yes, in most cases. The AI receptionist and texting run on a business number set up in the system, so you either bring your number over or forward your current line to it. We confirm which option fits during the diagnosis.
Yes. Call (508) 299-5457. Our own line is answered by it.
WhatsApp is an add-on at $19.90/month, plus Meta's per-conversation charges passed through with a 30% handling fee.
No. Within a scope you approve, the AI receptionist answers calls and chats, collects information, books appointments and routes conversations. It hands over to a person for special pricing, discounts, sensitive decisions, exceptions and anything outside the approved script.
No. Ads are separate services. Scale connects Meta and Google lead forms so those leads land in the CRM.
The monthly plan covers ongoing access, allowances, support and the ongoing services of your plan. Implementation pays for the work of configuring the CRM for your business: pipelines, calendars, forms, automations, contact import, A2P registration, testing and training.
I alert you when usage reaches 80%. There is no hidden overage billing: you can buy more capacity or change plans before you run out. The AI receptionist pauses at 100% of its allowance, and nothing is charged beyond it without your authorization.
A2P 10DLC is the registration of your business and your messaging campaign that US carriers usually require before business texting. I prepare and submit it during implementation, but approval and timing are decided by third parties.
Monthly plans cancel with 14 days' notice. Your contacts are yours and can be exported as a CSV. Workflows, integrations and configuration do not move to another platform.
It depends on your lead volume and your team. The diagnosis answers it for your business.
A few questions about your leads and your team. I reply within one business day with the plan and implementation level that fit, and why.
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Tell me how leads reach you today. I will show you where the CRM fits and which plan makes sense.