Lilypad CRM


Per User | Per Month

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


Do you work with 3rd Party depletion data?

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.

How much are the On-boarding fees?

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.

What is included in On-boarding Process?

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.

How long does it take to get started?

Phase one, mentioned above, is about a two-week process for LP CRM, consisting of a bit of data gathering, about three 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 keep you in the onboarding phase until we all agree that your team is rocking.

Can we have a free trial?

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 must 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.

What’s the deal with the point system, do we have to use that?

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 actions differently to put more emphasis. When you pair activity bases metrics with placement tracking and fulfillment metrics, you can reduce the overall efforts and create a more detailed coaching plan. 

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

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

What if I don’t currently purchase 3rd Party data?

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.

Do my distributors need to sign up for Lilypad to get the recaps?

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.