Automate your sales process, take payments, track profits & communicate with your customers through Google My Business, Facebook, Instagram, Text & Email + More all from one app!
CRM ULTIMATE
$97/mo
Unlimited Users. Cancel anytime.
- 2 Way Text & Email Conversations
- GMB Messaging
- Web Chat
- Reputation Management
- Facebook Messenger
- GMB Call Tracking
- Missed Call Text Back
- Text To Pay
- Invoicing
CRM (Customer Relationship Management)
- Workflows For Automated Follow Up
- SMS & Email Templates
- Calendar & Automated Appointment Booking
- Opportunity Pipelines
- Email Marketing
- Automated Marketing Campaigns
What's Included In Your Ultimate Plan:
2 Way Text & Email Conversations
Keep all your conversations in one easy to manage place without having to bounce back and forth between multiple apps. Track text & email messages as well as phone calls & call recording...
GMB Messaging
Mange all conversations from your Google Business Listing...
Web Chat
Start generating more leads with your own Web Chat widget. Customers that would typically browse then leave now have the opportunity to ask you quick questions while giving you their name, phone & email. Give your sales team more opportunities to close more deals with this feature...
Reputation Management
Have a request to write a review sent out automatically when you complete a job. This will BOOST your Google Business Listing ranking and bring in even more customers...
Facebook Messenger
Integrate your Facebook business page and talk to potential clients in one easy to manage place...
GMB Call Tracking
Track all calls that are made from people clicking your phone number on your Google Business listing...
Missed Call Text Back
Never miss the opportunity for getting a new client by not being able to answer your phone. Imagine when a lead calls in and you cant answer, the system will text them back with a customized message that says something like "Sorry I couldn't answer! I'm almost done with a client and will call you back in a few..."
Text To Pay
Need to bill a client quickly? Text them a payment link in seconds and get paid immediately through your Stripe account...
CRM (Customer Relationship Manager)
Ever feel overwhelmed with trying to remember everything you need to do for every customer you have? Our CRM will allow you to create tasks, reminders, notes & upload pictures & video so you can service every customer without your brain exploding. Imagine being able to end your work day and never worry about forgetting anything again. You'd get your life back...
Workflows
Imagine a new lead comes into your account. They're sent a text & email to schedule a sales appointment with your team. They book the appointment and receive a confirmation text. The appointment is added to your calendar. A reminder of your appointment is sent to your client 24 hours before and 1 hour before. When you finish your appointment a text and email go out to your customer for follow up and closing. This is all done automatically in your workflow without you lifting a finger...
SMS & Email Templates
Do you ever find your self saying the same things to your clients or sending the same links via text & email? Create templates for the things you always say and send it. No more typing saves you valuable time...
Calendar & Appointment Booking
Book sales appointments within seconds. Track how many appointments you and your team are booking. Quickly & easily reschedule appointments on the fly. You can even put an appointment calendar on your website and let clients book appointments without you ever having to pick up the phone...
Opportunities
Do you provide more than one service? You can sort your customers into different Opportunity categories. Example: Category 1 is countertop clients only. Category 2 is whole house remodels. Stay organized and assign the right people to the right customers...
Calendar & Appointment Booking
Opportunities
Do you provide more than one service? You can sort your customers into different Opportunity categories. Example: Category 1 is countertop clients only. Category 2 is whole house remodels. Stay organized and assign the right people to the right customers...
Email Marketing
Our system has a built in email autoresponder that sends specific emails to your clients based upon the action they take without your system or interactions with your team...
Automated Campaigns
Add clients to a call que, send them timed messaging, move them through opportunity stages, schedule follow ups & appointments automatically based upon your clients behavior...
CRM COMPLETE
$97/mo
Unlimited Users
- 2 Way Text & Email Conversations
- GMB Messaging
- Web Chat
- Reputation Management
- Facebook Messenger
- GMB Call Tracking
- Missed Call Text Back
- Text To Pay
- Invoicing
CRM (Customer Relationship Management)
- Workflows For Automated Follow Up
- SMS & Email Templates
- Calendar & Automated Appointment Booking
- Opportunity Pipelines
- Email Marketing
- Automated Marketing Campaigns