Boost Your Business with Our Marketing Services!🚀
We Do It With You! - $99.00 Monthly Normally $497/ Month
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.
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.
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.
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!
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.
*Note: ECOMMERCE WEBSITES AVAILABLE
*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.
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!
Flexible Design for Any Industry: Choose a template that fits your business, complete with necessary forms, surveys, and calendars seamlessly integrated for maximum functionality.
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.
- 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 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.
- 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.
- 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.
- 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.
- Cold, Warm, Hot, and New Lead Tracking: Segment leads to personalize outreach and target effectively based on their engagement level.
- 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!
the next level.