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Help
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While setup isn’t required, many of our clients choose to get up and running faster with our White Glove Implementation—an optional, paid service where we configure your CRM for you.
⚙️ Fully configure your Pete account based on your plan (Silver, Gold, or Platinum).
🎯 Set up pipelines, automations, forms, and integrations
🎨 Customize branding and communication workflows
📞 Includes a 1-on-1 onboarding call with our setup specialist

Note: This service is completely optional and available for an additional fee.