Level 01 · Foundation
1 month+ 8.25% tax
- Account opening and setup
- User invitations
- Webmail
- Live chat
- Calendars
- Roles and permissions
- Sales funnel (journey)
- Sales intelligence
Communications, CRM, artificial intelligence and teams. Start with one need and add the rest as your operation requires; everything stays connected.
Telephony, messaging, email and Contact Center activity is logged and assigned inside the same operation.
Four areas handled by the same team. The architecture grows with your business without forcing you to replace everything at once.
We unify calls, messages, email, internet and mobility.
We organize CRM, processes, follow-up, integrations and data.
AI agents handle conversations and execute repetitive tasks with context.
We train, support and provide talent when needed.
Every call, message and email lands in the same place, is logged on the customer record and routed to the right person.
We design the full journey: where every lead comes from, who handles it, what stage it is in and how long it takes to close.
They work in English and Spanish, around the clock, and log everything for your team.
“Understood. I’ll book thirty minutes with a specialist and log the summary in the CRM.”
We train by role, stay with you after launch and, when needed, provide the people.
Each level includes one full month of setup and adjustment for every month of duration. Choose your starting point or ask for the full implementation.
Where is your operation today?
+ 8.25% tax
+ 8.25% tax
+ 8.25% tax
+ 8.25% tax
Levels 01, 02 and 03 in a single project, with an extra month of adjustment so your team operates with confidence.
Quoted by scope
Available for every edition of the platform, in the cloud or on-premise. An assigned team that already knows your system.
*Response times apply during business hours, Monday to Friday, 8:00 am to 6:00 pm Eastern Time.
Companies across industries that moved from scattered tools to a connected operation.
An insurance advisory firm with 25 years in the market. It moved from spreadsheets with no version control to a centralized CRM.
Unified CRM, tasks, proposals and client approvals on one platform.
Centralized customer service and social media inside one CRM, with teams in two countries.
Replaced order tracking by text message with a unified pipeline and real-time dashboards.
Under confidentiality agreements, most of our clients are not named. These results come from real EG Connects implementations and are shared with each client’s authorization.
What leadership teams usually ask when evaluating an implementation.
No. The levels cover the implementation service. Licenses are quoted separately based on the number of users and the edition; as a partner, we handle the purchase and renewals for you.
Telephony and messaging provider costs (SIP connector, number rental, messages and minutes) and custom integrations or programming, which are quoted by complexity. Everything is presented in writing before we start.
Yes. We migrate contacts, companies, deals and history from spreadsheets or other systems, and validate the data with your team before launch.
Levels 01 to 03 and the EGC+ Pack apply to the cloud edition. For on-premise installations we offer Level 05 development and the ProActivePro and AdvancedElite memberships.
You can continue with a support membership, with an assigned team and contracted response times, so the system keeps evolving with your operation.