Customer Relationship Management

System

What Is A CRM?

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.

It Will Include:

  • 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

Choose Your Plan

Basic PLAN

$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

Advanced PLAN

$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

ELITE PLAN

$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

Is This For You?

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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