Pricing — White‑Labeled Platform + Services

Business Mastery Conference Offer

20% off Setup + 25% off Service for the first 3 months. Platform license unchanged.

Perfex Essential
Monthly: $197/mo
  • Core CRM, 1 pipeline
  • 1 booking calendar + confirmations/no‑show notifications
  • 1 website (up to 3 pages) + 2 forms/surveys
  • Review request automation
  • 2 workflows (lead routing + nurture)
  • 120‑min training & handoff
  • Support: up to 1.5 hr/mo
  • * Setup fee may apply *
Book Consultation
Perfex Growth
Monthly: $297/mo
  • Everything in Essential
  • Calendars: up to 2 (incl. no‑show recovery)
  • Websites: up to 2 (max 8 pages) + A/B test
  • Workflows: up to 4 total
  • Nurture: 5 emails + 3 SMS
  • FB/IG lead form connection
  • Pipeline & campaign dashboard
  • 120‑min training & handoff
  • Support: up to 3 hr/mo
  • * Setup fee may apply *
Book Consultation
Perfex Momentum
Monthly: $497/mo
  • Everything in Growth
  • Websites: up to 3 (max 12 pages)
  • Workflows: up to 6 (lead scoring & segmenting)
  • Basic social media setup (3 starter posts templated)
  • Simple integration (2) via webhook/API
  • Monthly KPI review + action plan
  • 120‑min training & handoff
  • Support: up to 6 hr/mo
  • * Setup fee may apply *
Book Consultation
Perfex Scale
Monthly: $597/mo
  • Everything in Momentum
  • Quarterly campaign build (funnel + email/SMS + automations)
  • Custom dashboards & deeper split tests
  • Priority support + Slack/DM access
  • 120‑min training & handoff
  • Support: up to 10 hr/mo
  • * Setup fee may apply *
Book Consultation

Notes: Pass‑through costs (SMS/email/phone minutes, domains, Stripe fees) are billed at cost. Not included: ad spend/ads management, extensive copy/design beyond listed items, complex multi‑system builds.