PACKAGE PRICING

Customer Relationship Management Packages

Maximize the value of your leads and boost conversions with ease! By keeping all your lead and customer information organized in one centralized platform, you ensure no lead goes to waste. Streamline your workflow with automated follow-ups, nurture every lead, make every client feel valued, and seize every opportunity--effortlessly.

PACKAGE PRICING

CRM Packages

Features

Basic

$29
(per month)
1 User
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Most Popular!

Growth

$149
(per month)
3 Users
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Premium

Free
(for 30 days, then $349/mo)
Unlimited Users
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Complete CRM ✓ ✓ ✓
Track Opportunities with Sales Pipelines ✓ ✓ ✓
On-Demand & Trigger-Based Direct Mail Marketing
With ready-to-use templates		 ✓ ✓ ✓
2-Way Text (SMS) & Email Conversation ✓ ✓ ✓
Text (SMS) & Email Campaigns ✕ ✓ ✓
Integrated Smart Calendars ✕ ✓ ✓
Workflow Automations
Design powerful automations to handle follow up, notifications, and sales actions without lifting a finger		 ✕ ✓ ✓
Smart Forms & Smart Surveys ✕ ✓ ✓
Reputation Management
Request, respond, and manage all your reviews in one place		 ✕ ✓ ✓
Facebook Messenger ✕ ✓ ✓
Invoices
Create estimates, request payments & set up recurring invoices		 ✕ ✕ ✓
Ready-to-use SMS & Email Templates ✕ ✕ ✓
Ready-to-use Marketing & Follow-up Campaigns ✕ ✕ ✓
Advanced Reporting Platform ✕ ✕ ✓
Social Media Planner
Create, manage, and post across multiple platforms all in one place		 ✕ ✕ ✓
Access to Pre-Built Workflow Automations ✕ ✕ ✓
Chat Widget
Live-chat and AI options		 ✕ ✕ ✓
Unified Inbox for SMS, Email, and Social
Handle all communication in one place		 ✕ ✕ ✓
Included Usage Credits
Email Credits
Additional Emails $0.001 per email		 100 Emails
per month		 5,000 Emails
per month		 10,000 Emails
per month
Text (SMS) Credits
Additional Texts $0.0119 per text		 10 Texts
per month		 500 Texts
per month		 1,000 Texts
per month
Premium Triggers 250 Premium Triggers
(per month)
Hands-On Support ✕ ✕ Full Lift-Off Onboarding
Ongoing Hands-On Support
1 Hour Every Month
Select Select Select
PACKAGE PRICING

Onboarding & Support Packages

Lift-Off

$297
  • We Handle Importing Your Contacts
  • We Handle My Profile & Business Profile Data Set-Up
  • A2P Phone Number Registration
  • Guided Feature Walk-Through
  • Training Session with Q/A
  • Training Guides & Videos
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Newbie Navigator

$2,500
  • 1 Hour Weekly Check-in/Training Call for 4 weeks
  • Dedicated Onboarding Rep
  • Guided Training Sequence
  • Training Guides
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A La Carte Services

  • Design Services Available for Purchase
  • Use our 26 years of marketing experience to create irresistible content
  • Custom postcard and/or letter designs
  • Custom landing pages & website design
  • Email and social copy editing
  • Campaign consulting
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Complete "Done-For-You" CRM & Follow-Up System

$5,000
setup + $859/month

Fully built CRM and follow-up system with done-for-you messaging, automation, and ongoing management.

Includes email, text messaging (SMS), and direct mail campaigns designed to convert and nurture your leads long-term.

  • Custom-built workflow tailored to your process (from lead to close)
  • Automated appointment scheduling
  • Contracts with integrated quotes and payment collection
  • Automated review and referral requests
  • Email & text message (SMS) follow-up with professionally written messages–we create and set up everything for you (up to 50 messages per channel)
  • Direct mail follow-up automation ($1.078 per postcard mailed)
  • Personalized postcard templates (up to 35 customized designs)
  • Real-time reporting dashboard

Everything you need to capture, nurture, and convert leads—fully built and managed for you. You bring the leads—we handle the follow-up.

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Additional Support Available for Purchase at $100 per Hour Request Support

Start Closing More Prospects Today!

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