Plans and pricing
Compare FSCI setup packages for SuiteDash client portals, CRM workflows, onboarding forms, automations, and business process cleanup.
Compare packages
Choose the setup level that fits your business. Growth is the best starting point for most service businesses that need more than a basic setup.
| Plans |
Recommended
Growth
Stronger workflow with forms and automations
$1,250 starting setup
Request Growth
|
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|---|---|---|---|
| Overview | |||
| Best for | Clean foundation | Real client workflow | Full operational buildout |
| Estimated timeline | 2–3 weeks | Varies by scope | Varies by scope |
| Revision rounds included | 1 | 2 | 3 |
| Setup and branding | |||
| SuiteDash portal setup | Basic | Expanded | Advanced |
| Business branding added | ✓ | ✓ | ✓ |
| Client-facing dashboard | Basic | Expanded | Advanced |
| Document/file organization | Basic | Expanded | Advanced |
| CRM, forms, and workflows | |||
| CRM pipeline setup | 1 basic pipeline | Up to 2 fully built pipelines | Advanced workflow structure |
| Pipeline options mapped/documented | — | Up to 6 options | Custom to scope |
| Client intake forms | 1 form | Multiple forms | Multiple advanced forms |
| Onboarding workflow | 1 basic workflow | Expanded workflow | Full onboarding experience |
| Client task/project flow | — | ✓ | ✓ |
| Internal admin workflow | — | Basic | Advanced |
| Automations and documents | |||
| Automated follow-ups | Basic | Core automations | More detailed automations |
| Status updates / task triggers | — | Basic | Advanced |
| Proposal or agreement flow support | — | Basic support | Expanded support |
| Document/file management process | Basic | Expanded | Advanced |
| Training and handoff | |||
| Setup notes | Basic | ✓ | ✓ |
| SOP/process documentation | — | Basic | Detailed guide |
| Training walkthrough video | — | — | ✓ |
| Choose package | Request Starter | Request Growth | Request Premium |
Project notes
These terms help keep the setup organized before work begins.
Payment terms
- 50% deposit required to begin.
- Remaining balance due before final handoff.
- Additional revisions after the included rounds are $25/hour.
- Final scope is confirmed before work begins.
Not included
- SuiteDash subscription/license fees.
- Large custom development outside SuiteDash’s normal features.
- Third-party software costs.
- Ongoing monthly management unless added separately.
Recommended starting point
Most businesses should start with Growth because it gives enough room to build a real client workflow without jumping straight into the full Premium setup.
Frequently asked questions
Quick answers before booking a consultation.
Do I need to already have SuiteDash?
No. FSCI can help you understand what needs to be set up, but the SuiteDash subscription itself is separate from FSCI’s setup package.
Can the package be customized?
Yes. The packages are starting points. If your business needs something outside the package, the final scope can be adjusted before the project begins.
How long does setup take?
Starter is usually estimated at 2–3 weeks. Growth and Premium may take longer depending on the number of forms, workflows, automations, and revisions needed.
What happens after I request a package?
FSCI will review your request, ask follow-up questions if needed, confirm the best package, and provide next steps before work begins.
Not sure which package fits?
Book a free consultation and explain where your client process feels messy. FSCI will help you choose the right starting point.
Book a Free Consultation