Lilypad CRM


Five User Minimum 
On-Boarding Fees Apply



Everything! If we have it, you get it. No hidden fees, no nickel and diming. Amazing support.
Our team works directly with yours to ensure a successful and timely implementation.

  • Collaboration Tools

  • Custom Activity Management

  • Goal Setting and Activity Scoring

  • Gamification (Leaderboards/Challenges)

  • Management Reporting

  • Account Universe

  • Daily Planner

  • Customer Relationship Management (CRM)

  • Custom Lists

  • Cross Tier Communication and Recapping

  • Automated Placement Tracker (requires depletion data)

  • Digital Asset Management

  • Amazing Customer Service


Yes. We can integrate your 3rd Party depletion data to enhance a number of awesome features in Lilypad. You’ll get all of the functionality included with LP DATA, the difference is we process the data from the 3rd Party as soon as they deliver it instead of getting it directly from the distributor. This is something we can walk you through on a demo call and explain all of your options.

One time on-boarding fees are tied to the total number of users on your team. 

  • Up to 15 users – $1000
  • 16 to 25 users – $1500
  • 26 to  35 users – $2000
  • 36 to 50 users – $2500
  • 51 to 75 users – $3000
  • 76 to 100 users – $4000
  • 101 to 150 users – $5000
  • 150 to 200 users – $6000
  • 200+ users – Let’s Chat.
We think of on-boarding in two phases. 

  • First, we need to get your account setup and configured with your account universe, products, activity preferences, placement settings, initial goals and more. 
  • Second, we need your team comfortable using the software in the field. 

We have an amazing team of account managers and implementation specialists that will be holding your hand throughout the process. We understand that you can’t stop everything to solely focus on a software rollout, so we have developed a plan that allows for a timely implementation with minimal disruption.

Phase one mentioned above is about a two-week process for LP CRM, consisting of a bit of data gathering, about 3 calls with our team, and some field testing/tweaking before the team launch call. 

Phase two of the rollout goes until your team is comfortable. We will will keep you in the on-boarding phase until we all agree that your team is rocking.

We do not offer free trials, however for larger teams we can work through a trial period that has proven successful for many of our more dispersed clients. Trials need to be well planned and executed, or we are wasting your time and ours. A proper trial phase, with documented success criteria, can be very beneficial for a long term partnership. Hit us up to chat more about this.
You’ll need to decide what works best for your team and management style. The points are there to help put some science behind field execution. Similar to putting on a Fitbit bracelet to track your steps, we use a point based system to track field execution. Only we allow you to weigh action differently to put more emphasis. When you pair activity bases metric with placement tracking and fulfillment metrics, you can really deduce the overall efforts and create a more detailed coaching plan. 

Most of our clients have incorporated field execution tracking into their incentive or bonus plans. Some pay on those metrics, others use them as a qualifier to the placement or CE based bonus. 

There is a lot more to this, as is basically goes into your entire sales management and growth strategy, let’s chat about it.

No worries, you can use Lilypad without depletions. We simply hide features that require this data, while allowing you to take advantage of all our great features to coach, plan and manage your team and distributor partnerships. 

Nope, your team will be sending recaps over to their distributor partners directly from our platform, however distributor teams are not required to create logins to view these reports.

Please give us a call if you have any additional questions.