InvestorFuse Set Up Services

Done For You Set Up

Getting a new piece of software can be a daunting task, especially a lead management software like InvestorFuse. You have to set up all the integrations to push leads in, import your existing leads, make sure messaging platforms are set up, and finally train your team. That list is enough to make you stay in your current software.

Here at InvestorFuse, we do all of that for you! We get on two meetings with you to review all the details, set up the integrations, import existing leads, and train your team. All you have to do is provide us the details in a form, come to the two meetings, then just sit back and let us take care of everything else.

If you want a white glove set up then upgrade to concierge onboarding. With concierge onboarding you get one-on-one time with the CEO of InvestorFuse to get your workspace up to par with the best performing teams on InvestorFuse. You'll be generating contracts in under two weeks!

For the getting started investor
per year
1 User
(Additional Users $20/Mo)

Unlimited Lead Sources


Basic KPIs


Guest Access
Most Popular
Premium Beta
For the advanced team
$4970 $3770
per year
10 Users
(Additional Users $20/Mo)

Unlimited Lead Sources


Campaign Autoresponders

Team and Campaign KPIs

Employee Scorecard


Unlimited Groups


Messaging Templates


External Sending

Guest Access

Restricted Users

Inbound Call Popups

Set Up Fee For All Plans
Set Up Fee Required
Non-Refundable Setup (Yes, it is required. Trust us, you need it!) Includes:
- Dedicated Success Consultant
- Technical Integration Setup (Routing your lead sources in)
- Advanced Training
- As-Needed Team Strategy Sessions
Get More Details About Set Up
Questions? Use the chat on the bottom left to chat with us, or email
If it's not working out for you, just request a refund and our team will process that for you no questions asked.
The set up fee is non-refundable but the monthly or yearly charge can be refunded within 30 days of signing up.
Standard Setup
For the self starter that needs integrations setup
Marketing Plan Review Call

Lifetime Lead Integrations Set Up

Communication Integrations Set Up

Basic Lead Migration

Integrations Review Call

InvestorFuse Essential Training

2 Contracts Included in Set Up

6 Weeks
Average Time Till Team Generates Contracts
2 Weeks
Average Time Till Team Generates Contracts
Concierge Onboarding
The advanced done-for-you service
Everything in Standard Setup And...

2 More Contracts (4 Total) Included in Set Up

Strategy Call With InvestorFuse CEO

Groups and Lead Routing Done-For-You

Dead Reasons and Resurfacing Automations Done-For-You

Motivation and Labels Done-For-You

Workflow Automations Done-For-You

Push To Automations Done-For-You

Dialer Results Automation Done-For-You

Transactions Management Done-For-You

Review Call With InvestorFuse CEO

3 Team Training Calls