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StakWise

Done-for-you CRM and workflow automation for insurance agencies and small businesses, including AgencyZoom setup, Zapier integrations and monthly automation support.

Unclaimed booth · built from stakwise.com

Work

Explainer videos from StakWise's own YouTube channel.

Cost of DIY automation
What happens after sign-up
Who uses StakWise

Prices

Setup fees and monthly support from their homepage pricing.

CRM setup$2,500–$5,000One time; Essential, Strategic Growth or Ultimate Ecosystem
Zapier setupFrom $1,000One time; varies with the number of zaps
Monthly support$300–$550/moWorkflow management, bi-weekly consulting, or both
À la carte help$150–$200/hrWorkflow servicing $150/hr, consulting $200/hr

Confirm the price with them before you buy.

How they work

From their homepage FAQ.

2–4 daystypical setup once they have your information
No contractcancel monthly service anytime
Setup feenon-refundable, plus a recurring monthly charge
Video trainingon the workflows they build

Steps: Sign up, complete a questionnaire, then a call with your StakWise architect; you share app access, they build the automations and you approve them before they go live.

Who they work with

From their website and portfolio.

Industries

InsurancePool buildersRoofingSoap makers

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Chosen by fit, never paid.

Everything on this page comes from stakwise.com (home and pricing, AgencyZoom setup, AgencyZoom packages, contact), checked 2026-10-13. It may have changed since. Report a mistake