Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Professional One-Time Setup
USD 79, paid once. The optional service is available to Free and Pro users and is separate from subscriptions.
What is included
The approved setup scope covers guided CRM Gem configuration and handover; review the current scope on the Professional Setup page.
Delivery and support
Estimated delivery is 2–3 business days after required information is received. Setup-related support lasts 14 days after handover.
Relationship to Pro
Professional Setup does not include or activate Pro. Setup and subscriptions are purchased separately.
Optional add-ons
Separate optional add-on services are available and can be selected during the setup request. See the service page for current details.
Step-by-step
- 1
Review the service
Open the Professional Setup page and review the current scope, exclusions, add-ons, and delivery information.
- 2
Request setup
Use Request Setup on the service page and describe your business and requirements.
- 3
Provide approved details
Share the requested business, branding, payment, numbering, and workflow information securely.
- 4
Review handover
Check the configured workspace and use the 14-day setup-related support period for scope-related corrections.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
How much is Professional Setup?
Professional One-Time Setup is USD 79. Optional add-ons are separate.
Does Professional Setup include Pro?
No. It is separate from Free and Pro subscriptions and does not activate Pro.
Ready for professional configuration?
Review the complete scope, pricing, add-ons, and request process.
View Professional SetupStill need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Getting Started
Create your account, confirm your email, complete your profile, and prepare your first client and project.
Billing and Plans
Compare Free, Pro Monthly, Pro Annual, plan limits, upgrades, and cancellation.
Contact Support
Send a useful support request to the approved CRM Gem support address.