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.
| Features | Basic$89 (per month) 1 User Select | Most Popular! Growth$169 (per month) 3 Users Select | PremiumFree (for 30 days, then $349/mo) Unlimited Users Select |
|---|---|---|---|
| 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 |
Compare our Done-For-You packages to find the right level of lead follow-up, client nurture, direct mail, and ongoing support for your business. Every package includes professionally written messaging, custom-built automations, and an end-to-end system configured around your business needs.
| Feature | Essential$559/mo $1,725 setup Select | Most Popular! Professional$659/mo $3,000 setup Select | Premium$859/mo $5,000 setup Select |
|---|---|---|---|
| Pricing & Account | |||
| Monthly Price | $559/mo | $659/mo | $859/mo |
| One-Time Setup | $1,725 | $3,000 | $5,000 |
| Usage Credits per Producer | $10 | $20 | $40 |
| Additional Producer Setup Fee | $500 | $600 | $700 |
| Additional Producer Monthly Fee | $75 | $100 | $125 |
| Unlimited Admin Users | ✓ | ✓ | ✓ |
| Setup & System Configuration | |||
| End-to-End System Configured for Your Business | ✓ | ✓ | ✓ |
| Custom Pipelines & Automation Setup | ✓ | ✓ | ✓ |
| Web-Based Lead Source Integrations | ✓ | ✓ | ✓ |
| Instant Lead Response Automation (SMS + Email) | ✓ | ✓ | ✓ |
| Qualification Form Setup | ✓ | ✓ | ✓ |
| Appointment Scheduling Automation | ✓ | ✓ | ✓ |
| Reviews & Referrals | |||
| Producer Approval Before Review Requests | ✓ | ✓ | ✓ |
| Automated Review Requests | ✓ | ✓ | ✓ |
| Automated Referral Requests | ✓ | ✓ | ✓ |
| Done-For-You Messaging | |||
| Done-For-You Email Messages | 30 | 35 | 50 |
| Done-For-You SMS Messages | 30 | 35 | 50 |
| Conditional Messaging Automations | ✓ | ✓ | ✓ |
| Ongoing Value Emails | — | ✓ | ✓ |
| Direct Mail & Campaigns | |||
| Personalized Postcard Templates | — | 5 | 15 |
| Holiday Mailings | — | ✓ | ✓ |
| Lead Reactivation Campaigns | — | ✓ | ✓ |
| Additional Campaigns | — | ✓ | ✓ |
| Direct Mail Scheduling | — | ✓ | ✓ |
| Value Email Deployment | — | ✓ | ✓ |
| Premium Strategic Features | |||
| Strategic 5-Year Messaging Plan | — | — | ✓ |
| Ongoing Annual Value Messaging After Year 5 | — | — | ✓ |
| Reactivation Campaign Deployment | — | — | ✓ |
| Monthly Done-For-You Services | |||
| Automation Monitoring | ✓ | ✓ | ✓ |
| Lead Source Integration Monitoring | ✓ | ✓ | ✓ |
| Re-Engagement Oversight | ✓ | ✓ | ✓ |
| Direct Mail App Installation | ✓ | ✓ | ✓ |
| Minor Updates to Messaging or Automations | — | — | ✓ |