DO IT YOURSELF ALL-IN-ONE QUICK WINS CRM
14 DAY FREE TRIAL ZERO OUT OF POCKET - $100.00 Monthly
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.
Quick Wins Snapshot
The 'Quick Wins Snapshot' included inside the DIY CRM is a prebuilt snapshot of proven automations to help you make the most out of your CRM right away. For more details on the Quick Wins 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, WhattsApp)
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, Subscripions, 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, VoiceDrop, & Auto Dialer Campaigns, Trigger Links, & Affiliate Manager System)
UNLIMITED AUTOMATIONS (Complete manual tasks on autopilot by utilising 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 availale 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/ ICal, Zoom, Google Analytic Account, Google Business Account, Facebook, Instagram, Linkdin, X, Tiktok, QuickBooks, Clio, Shopify, & Slack)
*Note: Our platform has a direct App that is available inside Zapier, Pabbley & other integration platforms. This makes third party integrations easier. For more informatin 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 Is In The 🏆Quick Wins Snapshot?
Are you currently wondering what a snapshot is? Don't worry, your not alone.
A snapshot is a copy of a successful marketing setup that we can plug into your CRM Account. It includes things like email templates, sales funnels, and automations, messages, and other pre-built features.
Instead of building everything from the ground up, we use Snapshots to get your marketing/ account up and running fast. It’s like borrowing a winning playbook, so you don’t waste time guessing what works. You get to start with something that already does.
Sales Pipeline
Track leads, sales, and appointments with ease.
5 Dynamic Workflows
Including FAQ Auto Reply for instant customer engagement, a Database Reactivation Campaign to boost sales, a Request Review Sequence to elevate your online reputation, an Appointment Confirmation and Reminder Sequence for flawless scheduling, and a Task Reminder Sequence to ensure nothing slips through the cracks.
Customizable Link Tree Page
Tailor this to your business needs and connect with your audience effectively.
Ready-to-Use Text and Email Templates
Personalize our pre-written messages to fit your brand voice, saving you time and enhancing your communication strategy.
Designed specifically for business owners like you, the 'Quick Wins Snapshot' is your shortcut to operational excellence.
Say goodbye to the overwhelm and hello to simplicity and success.
Why wait? Elevate your business now!