Boost Your Business with Our Marketing Services!🚀
DO IT YOURSELF ALL-IN-ONE BUSINESS STARTER CRM
14 DAY FREE TRIAL ZERO OUT OF POCKET - $59.00 Monthly Normally $297/ Month
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 Starter Snapshot
The 'Business Starter Snapshot' included inside the DIY CRM is a prebuilt snapshot of proven automations, sales pipelines, funnels, calendars, and forms to help you make the most out of your CRM right away. For more details on the Business Starter 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!
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 developers 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 GENERATORWhat's Included?
🤖AI IMAGE GENERATOR
What’s Inside the 🌟 Business Starter Snapshot?
Wondering what a snapshot is? You’re not alone!
A snapshot is essentially a pre-configured CRM setup with all the key components you need—think of it like a powerful blueprint for managing your business operations and increasing sales. This snapshot includes funnels, automated workflows, email templates, and much more, giving you a head start without building everything from scratch. It’s a fast, effective way to optimize your CRM and start seeing results immediately!
Here’s what you’ll get in the Business Starter Snapshot:
Sales Pipelines
Pre-Sale | Prospecting Pipeline: Track new leads, engagement, and lead generation.
Post-Sale Process Pipeline: Manage client onboarding and setup after a sale, ensuring smooth transitions.
Calendars
Client Calls: Schedule and manage client appointments.
Internal Team Meetings: Keep your team in sync.
Follow-Up/Closing Calls: For follow-ups and closing calls with clients using Zoom, Google Meet, or custom meeting links.
15 Essential Business Workflows
- 3 Appointment Confirmation & Reminder Workflows: Tailored to each calendar.
- Lead Nurture Workflow Series:
- New Lead Nurture: A series of 5 emails and SMS messages to engage new leads.
- No Response Lead Nurture: Continue following up with leads who haven’t responded with 5 additional emails.
- Final Nurture Campaign: Long-term (1 year) monthly follow-ups.
- Enhanced Lead Nurture: Includes an optional voice drop to re-engage leads.
- Auto-Dialer Workflow: Automatically add contacts to your auto-dialer for seamless outreach.
- Task Management Automations: Get reminders before and after a task is due, keeping your workflow on track.
- Welcome & Goodbye Automations: Customizable welcome automation for new clients and goodbye automation for lost clients.
- Client Payment Automations: Includes new invoice, paid invoice, and past-due notifications.
- Easy Email Blast Automation: Ready for any updates or announcements.
Conversion-Driven Funnels
- Calendar Booking Funnels: Includes booking and thank-you pages for smooth scheduling.
- Lead Capture/Lead Magnet Funnel: Attract new leads and grow your marketing list effortlessly.
Customizable Forms
- Forms for Each Calendar: One for each calendar to gather information before appointments.
- Lead Capture Form: A custom lead form designed to work seamlessly with your Lead Capture Funnel.
Call Connect IVR System
- Press 1 for Support, Sales, or Billing: Direct callers to the right department with a simple press of a button. Set up to connect to assigned support team members.
Plug-and-Play Email & SMS Templates
- Ready-to-use email and text templates that allow you to quickly personalize your messaging and start connecting with leads and clients effectively.
Every part of this snapshot is connected to create a seamless experience, with an easy-to-follow tutorial to guide you on setup and usage.
Say goodbye to guesswork and hello to a powerful, ready-to-use system that boosts your productivity and revenue!
Take your business to
the next level.
