Optional Add-On Service

White Glove Setup Service

Skip the terminal. We set up your server, configure your domain, and hand you a live, ready-to-use CRM.

$97 One-time · Professional & Business
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Done in 24 hours

We complete setup within one business day of receiving your completed intake form.

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Secure by default

Firewall, HTTPS/SSL, and hardened Nginx configuration — all included.

✅

Verified and handed over

You get a written confirmation with your live URL before we close the ticket.

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What's Included — and What Isn't

✓ Included

  • Create and configure your DigitalOcean Droplet (server)
  • Server security baseline (firewall, updates, hardening)
  • Nginx web server installation and configuration
  • Upload and configure your licensed KolaCRM.html
  • SSL/HTTPS certificate (Let's Encrypt) — encrypted and padlocked
  • DNS configuration guidance and verification
  • License key activation and validation check
  • Confirmation email with live URL, test results, and handover notes
  • 30-day post-setup support window for setup-related issues

✗ Not Included

  • Domain name purchase or renewal (you must own the domain)
  • DigitalOcean account creation (you create your own account)
  • Ongoing server management or monitoring after handover
  • Data entry or migration from existing CRM systems
  • Custom development or feature additions
  • DigitalOcean billing after setup (ongoing cost is yours: ~$6–12/mo)
  • Server issues caused by changes you make after handover
  • Issues outside the Chestnut application itself
ℹ️
Your data never touches Chestnut's systems. Your server is created under your DigitalOcean account. We access it temporarily during setup through a revocable DigitalOcean team invite that you send us, then you remove that access afterwards. You remain in full control at all times.
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How It Works — Step by Step

  1. Purchase the White Glove Setup Service Add the $97 service at checkout (or purchase separately via our store). You'll receive an onboarding email within 2 hours.
  2. Create your DigitalOcean account Sign up at digitalocean.com. We cannot do this for you — the account must be in your name for billing and ownership. The onboarding email contains a link with setup instructions - new accounts typically receive a signup credit, check for the current offer at signup.
  3. Purchase and point your domain You need a domain name (e.g. crm.yourcompany.com). Don't have one? We recommend Namecheap - a few dollars a year, no aggressive checkout upsells. No domain yet is fine at intake time too - see the Setup Intake Form. Once you have one, point the DNS A record to a placeholder IP we provide — instructions in the onboarding email.
  4. Complete the Setup Intake Form Your onboarding email links straight to our Setup Intake Form - your domain, license email, team size, preferred region, and how you'd like to grant us temporary DigitalOcean access (a revocable DigitalOcean team invite - we never ask for your account password or an API token). Takes about 5 minutes.
  5. We do the setup (within 1 business day) We create and configure your Droplet, install and harden the web server, upload and activate your Kola CRM license, issue the SSL certificate, and verify the live URL. We test the full load sequence before handing over.
  6. Handover email sent to you You receive a written handover email confirming: your live CRM URL, that HTTPS is active, that the license is validated, and instructions for removing our DigitalOcean access (which you should do immediately). Your CRM is live.
  7. Remove our access After receiving the handover, remove support@kolacrm.com from your DigitalOcean team and reset your server's root password (Droplet → Access → Reset root password). This revokes our access entirely. Instructions are in the handover email. This step is your responsibility — it's a 2-minute process.

Service Terms

Price
$97 USD (one-time). Available with Professional and Business licenses. Starter runs directly from a file on your computer and does not need a server, so White Glove Setup is not offered for it. Price does not include your Kola CRM license, domain name, or ongoing DigitalOcean hosting costs.
Delivery timeline
Setup is completed within 1 business day of receiving a complete Intake Form (all required access and domain information provided). Incomplete intake forms restart the clock, and your job is released to our technician only once the intake is complete, including your domain. Business days are Monday–Friday, excluding Ontario statutory holidays.
Prerequisites
Customer must have: (1) an active Kola CRM Professional or Business license, (2) a DigitalOcean account (free to create), and (3) a domain name they control. Chestnut cannot create the DigitalOcean account or purchase a domain on the customer's behalf.
Access and security
Customer grants temporary DigitalOcean account access via the Setup Intake Form - a revocable DigitalOcean team invite. Chestnut never requests or accepts your account password or an API token. Access is used solely for setup and is not retained after the handover email is sent. Customer is strongly advised to remove the team invite and reset the server root password immediately after handover. Chestnut accepts no liability for failure to revoke access after handover.
Post-setup support
A 30-day support window is included for issues directly attributable to the setup work performed (e.g., SSL not renewed, Nginx misconfiguration). This window does not extend ongoing Kola CRM support entitlements (which are governed by your license tier). Issues caused by customer modifications to the server after handover are not covered.
Scope of work
Chestnut performs exactly the steps described in the "What's Included" section above. No additional work (custom development, data migration, integrations, or non-standard server configurations) is included without a separate written agreement and fee.
Refund policy
If Chestnut is unable to complete setup within 3 business days of a complete Intake Form submission, a full refund is issued. If setup is completed successfully and confirmed by the handover email, the service fee is non-refundable. If the customer is unable to provide required prerequisites (domain, DigitalOcean account) within 14 days of purchase, a full refund is issued and the order is cancelled.
Customer responsibilities
The customer is responsible for: (1) maintaining their DigitalOcean account in good standing and paying hosting bills, (2) renewing their domain name, (3) applying server OS updates after handover, (4) removing our DigitalOcean access and resetting the server root password after handover, and (5) all server costs incurred after setup is complete.
Limitation of liability
Chestnut's liability for the White Glove Setup Service is limited to the $97 service fee paid. Chestnut is not liable for data loss, service downtime, security incidents arising from customer action or inaction after handover, or costs incurred from third-party providers (DigitalOcean, domain registrars). These terms are supplemental to and governed by the Kola CRM Terms & Conditions.
Governing law
These service terms are governed by the laws of the Province of Ontario, Canada. Disputes are subject to binding arbitration per the Kola CRM Terms & Conditions.

Common Questions

Why is this $97 when the Starter tier is also $97?

The White Glove service is optional. The self-hosted tiers (Professional, Business) are fully functional without it — our setup guide walks you through every step. The $97 service fee pays for a human's time to do it for you.

Do I need to be technical to use this service?

No. The only things you need to do are create a DigitalOcean account (takes 5 minutes — we send you instructions), point your domain DNS (we walk you through exactly what to click at your registrar), and fill in the Intake Form. We handle everything else.

Will Chestnut be able to access my CRM data?

No. We configure the server and upload the app file. Kola CRM stores all data in your browser's localStorage — not on the server filesystem. We have no visibility into any CRM records. After you remove our access (Step 7), we have no access to the server either.

What if I already bought White Glove but then decide to do it myself?

If you haven't submitted an Intake Form yet, contact us and we'll cancel and refund in full. Once setup work has begun, the fee applies per the refund policy above.

Can I use White Glove for a server other than DigitalOcean?

We currently support DigitalOcean only. Other providers (Hetzner, Vultr, Linode) use similar setups, but our guide and service are tested and documented against DigitalOcean specifically. Supporting other providers on request is possible — contact us before purchasing.

What happens if my server goes down after setup?

Common causes: DigitalOcean account payment lapse (watch for billing notices from DigitalOcean), Nginx stopped (rare — we set it to auto-restart), or server was manually rebooted and Nginx didn't restart (fix: systemctl start nginx via SSH). If you're within the 30-day support window and the issue is attributable to our setup work, contact us and we'll fix it at no charge.

Ready to skip the setup?

Add White Glove Setup to your order, or purchase it separately if you've already bought a Kola CRM license.

Buy White Glove Setup — $97 →

Questions first? Email us at support@kolacrm.com — we typically respond within a few hours.