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All-In-One BUSINESS IN-A-BOX CRM

We Do It With You! - $99.00 Monthly Normally $497/ Month

image LOGO DIY-ALL-IN-ONE  QUICK WINS CRM
image LOGO DIY-ALL-IN-ONE  QUICK WINS CRM

What's Included:

Unlimited CRM Features

With this plan you will get access to all the features your business needs. This plan allows you to unlock important lead capture and nurture features. For a more detailed list of our CRM Features, please Click Here.

CRM Onboarding Call

We want to make sure your set-up for success with your CRM. This is why we offer you a 1-On-1 onboarding call with one of our CRM specialists who will help you understand how to use your new CRM, as well as a few tips and tricks for how you can customize your CRM to better fit your business's unique needs.

Business In-A-Box Snapshot

The 'Business In-A-Box Snapshot' included inside the CRM is a prebuilt snapshot of everything a business needs to succeed. It will contain a customized Website, Funnels, Forms, surveys, calendars, multiple sales pipelines, proven automations, email templates, and sms marketing templates. For more details on the Business In-A-Box Snapshot Click Here.

Email, Text, Web Chat & Ticket Support System

When you have questions, need help, or to report an issue with your website or CRM, we have you covered! Our tech specialist will be happy to assist you via email, text, web chat, call, or zoom if needed 24/7!

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What Features Are Included In The CRM?

If you have any questions about our features, please feel free to Contact Us, or schedule an appointment with us on our Consultation Page. We'd be happy to give you a live demo of our platform, and answer any questions you have.

UNLIMITED CUSTOMIZABLE DASHBOARD (For Tracking Business Analytics)

UNIFIED CONVERSATIONS (Email, SMS, Voicemails, Calls, GMB Chat, FB Messenger, Instagram DM, WhatsApp)

UNLIMITED CALENDARS (Service Calendars, User Calendars, Round Robin Calendars, Class Booking, & Collective Booking Calendars)

CONTACT MANAGEMENT SYSTEM - UNLIMITED CONTACTS

UNLIMITED PIPELINES & OPPORTUNITIES

PAYMENT SYSTEM (Invoicing, Documents & Contracts, Orders & Abandon Cart Tracking, Collections & Products, Subscriptions, Transaction Reports/ Tracking, Payment Links, Coupons.) Current Payment Integrations: PayPal, NMI, Authorize. Net, & Stripe.

*Note: ECOMMERCE WEBSITES AVAILABLE

UNLIMITED MARKETING (Social Media Planner & Templates, Email, SMS, Voice-Drop, & Auto Dialer Campaigns, Trigger Links, & Affiliate Manager System)

UNLIMITED AUTOMATIONS (Complete manual tasks on autopilot by utilizing the power of automations)

UNLIMITED FUNNELS & WEBSITES (DIY)

UNLIMITED LEAD CAPTURE (Forms, Surveys, & Website Chat Widget)

UNLIMITED COURSES | MEMBERSHIPS (Unlimited Courses, Certificate Programs, & Communities)

REPUTATION MANAGEMENT (GMB/ FB Review Tracking & Reporting, Request Reviews, Carousel Review Website Widget, & Optional AI Review Responder Bot)

REPORTING DASHBOARDS (Google Ads, Facebook Ads, Attribution Reporting, Conversion Reporting, Source Reporting, Call Reporting, Agent/ User Reporting, & Appointment Reporting)

APP MARKETPLACE ACCESS (Search available apps created by develop Checkout Global Footer Sectionals to help enhance your CRM System)

UNLIMITED PHONE NUMBERS (Additional charges for phone numbers, call, text, and call recording)

DIRECT INTEGRATIONS (Gmail, Outlook/ I Cal, Zoom, Google Analytic Account, Google Business Account, Facebook, Instagram, LinkedIn, X, TikTok, QuickBooks, Clio, Shopify, & Slack)

*Note: Our platform has a direct App that is available inside Zapier, Pabbly & other integration platforms. This makes third party integrations easier. For more information about indirect integration options with our platform, please reach out to us.

🤖AI CONVERSATIONAL BOT (Booking, Sales, & Support)

🤖AI CONTENT GENERATOR

🤖AI IMAGE GENERATOR

What’s Inside the 📦 Business In A Box Snapshot?

The "Business In A Box Snapshot" is your all-inclusive CRM solution, designed to provide everything you need to streamline operations, capture leads, nurture clients, and drive sales.

It includes all the features of the Business Starter Snapshot — plus even more advanced tools to take your business to the next level.

Consider it your one-stop system for managing and scaling your business with ease!

1 Customizable Templated Website

Flexible Design for Any Industry: Choose a template that fits your business, complete with necessary forms, surveys, and calendars seamlessly integrated for maximum functionality.

3 Types of Lead Capture Funnel Templates

Appointment Booking Funnel: Set up a professional, conversion-focused booking process.

Lead Magnet Funnel: Capture leads with a powerful opt-in form.

Long-Format Sales Funnel: Guide prospects through an in-depth sales journey.

Comprehensive Lead Nurture & Marketing Automations

- Automated Lead Nurture for Each Funnel Type: Custom workflows to keep leads engaged and moving through the pipeline.

- 1-Year Follow-Up Automation: Monthly touchpoints to maintain long-term engagement.

- Marketing Reporting & Tracking: Track performance with Facebook and Google AdWords conversion tracking.

- Monthly Newsletter Automation: Stay top of mind with a regular newsletter.

- Special Promo Automation: Promote special offers or events seamlessly.

Payment & Contract Tracking Automations

- Payment Tracking: Automations for failed payments and overdue invoices.

- Contract Automations: Automated workflows to send, track, and follow up on contracts.

- Invoice Automations: Automations to send, track, and manage invoices from start to finish.

Advanced IVR System

- 12+ Directory Options: A comprehensive interactive voice response system with primary sales, support, and billing channels.

- Branch Options Within Each Channel: Each primary channel includes three additional branches for more precise support.

- Interactive SMS & Email Capabilities: Seamless multi-channel interaction, improving customer experience.

3 Sales Pipelines

- Pre-Sale Pipeline: Track new leads and move them through your sales journey.

- Post-Sale Pipeline: Manage onboarding and ongoing client care.

- Support Pipeline: Ensure clients get the help they need with a dedicated support flow.

Multiple Calendars

- Call Calendar: Manage all client calls efficiently.

- Round-Robin Sales Calendar: Distribute leads among team members for balanced workload.

- Follow-Up Calendar: Stay on top of follow-ups to increase conversions.

- Support Calendar: Keep your support team organized and responsive.

Lead Segmentation Tags

- Cold, Warm, Hot, and New Lead Tracking: Segment leads to personalize outreach and target effectively based on their engagement level.

Ready-to-Use Email & SMS Templates

- Plug-and-Play: Templates are customizable to reflect your brand voice, helping you communicate effectively with clients and leads.

This Business In A Box Snapshot is built to streamline every part of your business operations, from lead generation to post-sale support.

All features are fully connected for a seamless experience and include an easy-to-follow tutorial for quick setup and optimal use.

Get everything you need to power your business success—starting today!

Take your business to

the next level.

Unlock efficiency and drive growth with seamless, powerful tools designed for your success.Global Footer

Take your business to the next level!

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