Streamline Your Transition to OrbisX with Our Premium Setup Service
We set it up. You get back to the cars.
Our experts configure your OrbisX account and import your data. Most setups take 3–4 hours. Pricing starts at $250.
As a busy automotive professional, you understand that time is a precious commodity. At OrbisX, we recognize that setting up a new CRM system might not be at the top of your priority list, even though it’s essential for the growth and efficiency of your business. That’s why we offer our Premium Setup Service—designed to save you time and ensure a seamless transition to our powerful platform.
What is the Premium Setup Service?
Our Premium Setup Service is a comprehensive onboarding solution where our OrbisX experts handle the entire setup process for you. Here’s what you can expect:
The entire setup process, including data import and configuration, typically takes 3-4 hours for the majority of accounts. In more complex setups, we will likely do a follow-up call to discuss additional setup details and automations with you and your team.
Discovery Call
In a 30-minute call, our experts will get to know your business, understanding your packages, services, pricing, and deposit policies. This call ensures we tailor OrbisX to fit your specific needs.
Data Import
If you’re transitioning from a different CRM, we will manage the import of your existing data. This includes customer details, service history, and other critical information.
Full Account Setup
We will configure your OrbisX account, setting up everything from your service offerings and pricing to automated appointment reminders and even things like upsell automation and inventory management if you desire.
Configuration and Customization
Our team will customize your OrbisX interface to align with your business operations, ensuring that the platform works exactly how you need it to based on your business and your custom work flows.
How Much Does It Cost?
For a one-time fee, our Premium Setup Service offers unparalleled value in saving you time and ensuring your OrbisX account is professionally configured to meet your business needs. This investment not only frees you from hours of setup and configuration but also guarantees that your CRM system is optimized from the start. Pricing starts at $250 for standard setups with more complex and robust setups costing a little more although the majority of shops and mobile providers fall into standard setups. We can discuss your needs and formulate a game plan together.
Let us handle the details so you can focus on what you do best—providing exceptional service to your clients. Sign up for our Premium Setup Service and experience a hassle-free transition to OrbisX. Your business deserves the best, and we’re here to make it happen.
Ready to streamline your business with OrbisX? Reach out to our team to learn more about the Premium Setup Service and schedule your discovery call today.
Take the next step towards a more efficient and organized business with OrbisX. Our Premium Setup Service is here to make your life easier and your business more successful.
Request your Premium Setup
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