Casa CRM™ + Revenue Intelligence™ Plans
Choose the backend system your business needs to capture more leads, follow up faster, recover missed opportunities, and turn more customer activity into revenue.
- No Long-Term Contracts
- Fast Implementation
- Dedicated Support
Simple CRM Plans for Growing Businesses
Choose the CRM and communication plan that matches your team size, message volume, and operational needs.
Casa CRM™ Starter
Built for small businesses that need a centralized system for leads and customer communication.
$97/month
Best for: Small businesses organizing lead flow and customer communication.
- 1–3 Team Members
- 500 SMS or Calling Credits
- 2,000 Email Sends
- Core CRM Features
- Basic Workflow Automations
- Appointment Booking
- Unified Inbox
- Mobile App Access
Casa CRM™ Pro
Designed for growing teams actively managing customer conversations and sales.
$297/month
Best for: Businesses running ongoing sales and customer communication.
- 4–10 Team Members
- 2,000 SMS or Calling Credits
- 10,000 Email Sends
- Advanced Workflow Automations
- Call Tracking
- Advanced Reporting
- Calendar & Appointment Booking
- Priority Email Support
Casa CRM™ Premium
For established businesses needing higher communication capacity and stronger operational control.
$497/month
Best for: Businesses managing larger customer databases and high-volume communication.
- 11+ Team Members
- 10,000 SMS or Calling Credits
- 50,000 Email Sends
- Advanced Pipeline Management
- API Integrations
- Multi-Team Support
- Advanced Reporting
- Priority Support
Communication Usage
Every plan includes monthly communication credits for email, SMS, and calling. Additional usage is billed separately based on platform consumption, allowing your communication capacity to scale with your business needs without upgrading plans.
How Casa CRM™ and Revenue Intelligence™ Work Together
Casa CRM™ is the operating system. Casa Revenue Intelligence™ is the revenue engine built on top. Together, they create a complete backend that captures, organizes, follows up, reactivates, and maximizes every opportunity.
Casa CRM™
THE FOUNDATION
- Captures every lead into one organized system
- Tracks opportunities through your sales pipeline
- Manages all customer conversations in a unified inbox
- Books appointments and sends reminders automatically
- Runs basic workflow automations for follow-up
- Gives your team real-time visibility into every lead
What it does: Organizes your business so no lead, conversation, or opportunity gets lost.
AI bridges CRM into
active revenue
Casa Revenue Intelligence™
THE REVENUE ENGINE
- Reactivates past leads and customers automatically
- Generates reviews that build trust and drive calls
- Turns happy customers into referral sources
- Follows up on quotes and estimates so nothing stalls
- Responds instantly to every new inquiry
- Reports on pipeline, performance, and revenue monthly
What it does: Actively turns your existing database and inbound activity into booked revenue.
A Complete Backend Revenue System
When Casa CRM™ and Casa Revenue Intelligence™ work together, your business has both the infrastructure and the active revenue systems needed to grow without adding headcount.
Choose the Revenue Engine Built for Your Growth Stage
Casa Revenue Intelligence™ adds the systems that help your business respond faster, recover missed opportunities, reactivate old leads, generate reviews, create referrals, and maximize every customer.
Casa Reputation Engine™
The foundation for stronger trust, faster responses, and better first impressions
Best for: Businesses that want stronger reviews, faster responses, and better lead capture
A simple entry-level revenue infrastructure plan that helps your business capture more inbound opportunities, respond faster, and build stronger trust with prospects.
FEATURES INCLUDED
- Reputation Engine
- Missed Call Text Back
- Website Chat Widget
- Unified Inbox
- Review Request Workflow
- Customer Conversation Tracking
Casa Revenue Growth Engine™
Where your marketing starts producing real returns
Best for: Businesses ready to increase bookings from existing leads and past customers
A managed revenue growth system that helps reactivate old opportunities, nurture active leads, generate referrals, and turn your existing database into booked revenue.
FEATURES INCLUDED
- Everything in Casa Reputation Engine™
- Revenue Revival System
- Referral Engine
- Loyalty / Maintenance Programs
- Lead Nurture Automations
- Calendar Booking System
- Quote or Estimate Follow-Up
- Monthly Performance Summary
Casa Revenue Intelligence™ Pro
Your fully integrated, always-on revenue machine
Best for: Businesses that want a fully integrated revenue system running in the background
The full managed Casa Revenue Intelligence™ system built to answer, capture, follow up, reactivate, review, refer, and maximize customer value.
FEATURES INCLUDED
- Everything in Casa Revenue Growth Engine™
- Instant Response System
- Customer Value System
- Full-Stack Automations
- Advanced Reporting & Insights
- Advanced Lead Follow-Up
- Pipeline Performance Visibility
- Monthly Strategy & Optimization
A Complete Backend Revenue System
When Casa CRM™ and Casa Revenue Intelligence™ work together, your business has both the infrastructure and the active revenue systems needed to grow without adding headcount.
Frequently Asked Questions
What is the difference between Casa CRM™ and Casa Revenue Intelligence™?
Casa CRM™ is the platform and operating system for lead capture, pipeline tracking, calendar booking, follow-up automation, unified inbox, and customer visibility. Casa Revenue Intelligence™ is the managed revenue system built on top, including instant response, reactivation, reviews, referrals, customer value, and advanced reporting that actively helps capture, convert, and compound revenue.
Do I need Casa CRM™ before using Casa Revenue Intelligence™?
In most cases, yes. Casa CRM™ gives your business the operating system needed to track leads, automate follow-up, manage pipelines, and measure performance. Casa Revenue Intelligence™ layers revenue-generating systems on top of that foundation.
Can I start with one system first?
Yes. Many businesses start with Casa CRM™ Starter or the Casa Reputation Engine™, then upgrade into CRM Pro, Revenue Growth Engine, or Revenue Intelligence™ Pro once the system is producing results.
What is included in the CRM monthly price?
All CRM plans include the core platform, pipeline management, unified inbox, calendar booking, workflow automations, reporting dashboard, and mobile app access. Each plan also includes monthly communication credits for SMS, calling, and email sends. Additional usage is billed separately based on consumption.
What is included in the Revenue Intelligence monthly price?
Revenue Intelligence plans include managed revenue systems such as reputation management, missed-call text-back, chat widgets, lead reactivation, referral campaigns, nurture automations, calendar booking, performance reporting, and monthly strategy. Each tier builds on the previous one.
Are setup fees required?
Casa CRM™ plans are self-service with platform setup included. Casa Revenue Intelligence™ plans may include setup depending on the complexity of workflow buildout, integrations, and launch support needed.
Can this be customized for my industry?
Yes. The Casa system can be adapted for different niches including HVAC, dental, med spa, real estate, roofing, legal, fitness, home services, and professional services.
Which plan should I start with?
If you need basic lead organization and communication tools, start with Casa CRM™ Starter. If you are actively generating leads and need better follow-up and reporting, choose Casa CRM™ Pro. If you want to reactivate old leads, generate reviews, and turn your database into revenue, start with Casa Revenue Growth Engine™. For the full backend system with AI, advanced reporting, and monthly strategy, choose Casa Revenue Intelligence™ Pro.
Ready to Build Your Backend Revenue System?
Book a free strategy call and we’ll help you identify which CRM, automation, and revenue intelligence plan fits your business, your lead flow, and your growth goals.
- No Long-Term Contracts
- Fast Implementation
- Dedicated Support
Ready to Build a CRM System That Actually Helps You Grow?
Casa CRM™ gives your business the structure to capture more leads, follow up faster, manage opportunities, book more appointments, and understand what is driving revenue.