Services & Prices
At UpScale Solutions, we help growing businesses streamline their operations with powerful, no-nonsense Salesforce solutions. Whether you’re just getting started or need to clean up a messy setup, we offer fixed-price packages, flexible support, and clear communication — always backed by a 6-month guarantee.
All packages include a free initial audit and up to 2 short Zoom check-ins.
Starter Automation – from $500
Includes:
- Free audit & discovery session
- Setup of objects and pages
- 1 automation (e.g. lead assignment, task reminders)
- 1 report or dashboard
- Up to 3 hours of support & training
- Delivery in 5–7 business days
Ideal for businesses new to Salesforce or automation
CRM Setup – from $800
Get a clean, efficient sales pipeline in Salesforce. Ideal if you’re moving away from spreadsheets or need a better follow-up system.
Includes:
- Free audit & discovery session
- Setup of objects and pages
- Custom lead & opportunity stages
- Reminders, task flows, and email alerts
- 3 tailored reports & 1 dashboard
- User onboarding and PDF guide
- Support for 14 days after launch
Perfect for teams of 3–15
Client Onboarding Automation – from $1000
Automate how you onboard clients using Flows, tasks, and smart triggers.
Includes:
- In-depth discovery
- Custom “Client” and “Onboarding Step” objects
- Complex Flows and Apex Logic automation
- Data migration
- Auto-task creation and status tracking
- Email notifications to team and client
- 2 performance reports
- Training session + handoff doc
- Integration help
Great for agencies, legal, HR, coaching, consulting
Monthly Support Plans
If your business needs ongoing help — small tweaks, process improvements, or advice — our monthly plans are the easiest way to stay covered.
- Lite – $350/month Includes up to 5 hours of support each month. Perfect for small businesses that just need occasional updates or help.
- Standard – $650/month Includes up to 10 hours per month. Our most popular option — great if you regularly update workflows, dashboards, or train users.
- Premium – $1,200/month Includes up to 20 hours per month. Ideal for larger teams or companies managing multiple departments or processes.
All plans include:
– Unused hours roll over for up to 2 months
– Email or Slack support
– Issue tracking
– Monthly progress updates
Hourly & Block Packages
Need help without committing to a monthly plan? Our block packages give you flexibility with no surprises.
Standard Block – $300 Includes 5 hours of support. Valid for 3 months. Great for short-term needs without a monthly subscription.
Mini Block – $150 Includes 2 hours of on-demand work. Valid for 1 month. Best for quick fixes or advice sessions.
Ready to streamline your business with Salesforce?
Let us audit your current process for free and show you how automation can save time, reduce errors, and help your team close more deals.