StartingPoint
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Owned by: Ray McKenzie
About
StartingPoint is an integrated software solution designed for consultants and service professionals to simplify business operations by reducing workflow inefficiencies caused by multiple applications. With an intuitive interface that allows for easy deployment and customization in under an hour, users can manage customer relationships, streamline tasks, and enhance communication through a single platform. The tool is engineered with automation in mind, allowing teams to use features like project management, helpdesk ticketing, resource scheduling, and AI-driven proposal building, all geared towards improving customer satisfaction and operational efficiency. With a focus on client success and continuous innovation, StartingPoint enables companies to grow while minimizing the complexity of their technology stack. Flexible pricing plans cater to organizations of all sizes, and a trial offer allows new users to explore the capabilities without commitment.
Platform
Features
• task management
• workflow automation
• project management
• file storage
• resource scheduling
• helpdesk and csat tracking
• ai proposal builder
• crm and invoicing
• management visibility
FAQs
How does StartingPoint’s pricing work?
The Fractional Executive and Consultant plan is available for $99 per month for up to two team members and unlimited customers. For larger teams, contact sales for packages based on the number of employees.
What forms of payment do you accept?
Subscriptions can be made with any major credit card. Annual subscriptions and packages for over 50 employees may be payable via invoice.
How does on-boarding occur?
On-boarding is guided and takes 45-60 minutes to customize your environment for immediate use.
How do we upgrade our package to allow for growth within our team?
Contact sales to increase your package for more team members.
How secure is StartingPoint?
StartingPoint uses Tier 1 cloud-services providers, is GDPR and HIPAA compliant, and all data is AES-256 encrypted.
Does StartingPoint offer a discount for registered non-profit organizations?
Yes, significant discounts are available for registered 501(c)(3) organizations on annual plans.
Does StartingPoint offer a discount for educational institutions?
Yes, significant discounts are available for all educational institutions on annual plans.
How do I cancel my StartingPoint subscription?
To cancel your subscription, please contact support.
Pricing Plans
Fractional Executive and Consultant Plan
USD99.00 / per month• One Administrator
• Unlimited Collaboration
• Two Team Members
• Unlimited Projects
• Unlimited Customer Accounts
• Unlimited Support Requests
• Unlimited Tasks
• Unlimited Templates
• Unlimited Goals and Performance Management
• 100 MB File Storage (10MB per file max)
• Workflow Automation and Rules
• Project Time Tracking and Due Dates
• SLA Tracking and Notifications
• Notifications and Reminders
• Internal and External FAQs
• Company Branded Interface
Business Plan
Unknown Price• Unlimited Administrators
• Unlimited Collaboration
• Unlimited Team Members
• Unlimited Projects
• Unlimited Customer Accounts
• Unlimited Support Requests
• Unlimited Tasks
• Unlimited Templates
• Unlimited Goals and Performance Management
• Unlimited File Storage (10MB per file max)
• Workflow Automation and Rules
• Project Time Tracking and Due Dates
• SLA Tracking and Notifications
• Notifications and Reminders
• Internal and External FAQs
• Company Branded Interface
• Team Member Access Security Levels
• Administrative Reporting
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