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 · Any tier
⏱️

Done in 24 hours

We complete setup within one business day of receiving your server credentials.

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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 ChestnutCRM.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 using credentials you provide, then you change them 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 and a referral code for a $200 credit.
  3. Purchase and point your domain You need a domain name (e.g. crm.yourcompany.com). If you don't have one, we'll recommend an affordable registrar. Point the DNS A record to a placeholder IP we provide — instructions in the onboarding email.
  4. Complete the Setup Intake Form We'll send a short form collecting: your DigitalOcean temporary access credentials, your domain, your Chestnut license email, and your preferred server region. This takes about 5 minutes to fill in.
  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 changing your server credentials (which you should do immediately). Your CRM is live.
  7. Change your server credentials After receiving the handover, change your DigitalOcean root password (or SSH key). 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 CAD (one-time). Applicable to any Kola CRM tier (Starter, Professional, Business). 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 credentials and domain information provided). Incomplete intake forms restart the clock. Business days are Monday–Friday, excluding Ontario statutory holidays.
Prerequisites
Customer must have: (1) an active Kola CRM 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 provides temporary server access credentials via the Intake Form. Credentials are used solely for setup, stored securely for the duration of the engagement, and not retained after the handover email is sent. Customer is strongly advised to change credentials immediately after handover. Chestnut accepts no liability for failure to change credentials 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) changing server credentials 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 change your server credentials (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 (they'll give you notice), 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.

Request White Glove Setup →

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