When we build your CRM, you’ll have a simple dashboard where you can view new leads, track conversations, manage appointments, and move contacts through your pipeline.
Every person who fills out your landing page or form is automatically added to your system, allowing you to follow up, send messages, and manage your client journey with ease.
It becomes the central hub of your business operations, helping you stay organized while your systems work in the background to support your growth.

Contact Management – A database where all your leads and clients are stored in one place
Lead Capture Integration – Contacts automatically added when someone fills out your landing page or form
Sales Pipeline – A visual system to track where each lead is in your sales process
Automated Follow-Ups – Emails or messages sent automatically after someone submits their details
Appointment Scheduling – Calendar booking options for consultations or calls
Conversation Tracking – A place to see messages, emails, and interactions with your leads
Tags & Organization Tools – Categorize contacts based on interests, services, or stage in your funnel
Notifications – Alerts when a new lead comes in or someone books a call
Client Journey Automation – Systems that guide leads from inquiry to client
$49/Month or
$499/Year
Plus $149 Set Up Fee when choosing monthly payment
Contacts
Conversations
Email access
Calendar access
Tasks access
Lead Connector App access
No Automations Set Up
No Pipelines Set Up
No emails set up
No workflows set up

$99/Monthly or
$999/Year
Plus $149 Set Up Fee when choosing monthly payment
Contacts
Conversations
Email access
Calendar access
Task access
Lead Connector App access
5 Automations set up
5 Workflows set up
5 Pipelines + Emails set up
Social Media Planner

$149/Monthly or
$1499/Year
$149 Set Up Fee waived on this plan
All Contacts + Conversations
All Email + Calendar access
Tasks + Lead Connector App
10 Automations, Workflows, Pipelines + Emails set up
Access to All Automations
Social Media Planner
Access to all AI Features
Access text message service
Set Up Fee Waived

Our CRM is designed for entrepreneurs, business owners, and service providers who want a simple and organized way to manage their leads and clients. Instead of using multiple platforms for contacts, messages, bookings, and follow-ups, a CRM brings everything into one system. It helps you stay organized, respond to leads faster, and ensure no opportunity is missed while your business continues to grow.
What It Includes:
Contact management for all your leads and clients
Lead capture from landing pages and forms
Visual sales pipeline to track opportunities
Contact tags and organization tools
Automated email and message follow-ups
Appointment and call booking
Conversation and message tracking
New lead notifications

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