Starter Plan
$15 pm - 3 Users Max
$50 pm - Unlimited Users
Features
CRM
What it does: Organizes customer data, tracks interactions, and manages relationships.
Benefit: Centralizes customer information to improve sales and service processes.
Example: A car dealership can track customer interactions to ensure personalized follow-ups.
2-Way Text & Email
What it does: Enables real-time, two-way communication with leads and customers via text and email directly from the platform.
Benefit: Streamlines communication, ensures messages are centralized, and improves response rates.
Example: A real estate agent can instantly follow up with potential buyers who inquire about a property, improving response times and customer satisfaction.
Web Chat
What it does: Adds a live chat widget to your website, allowing visitors to message you instantly.
Benefit: Converts more website visitors into leads by providing quick, direct communication.
Example: A law firm can use web chat to capture leads by answering basic legal questions from potential clients visiting their site.
Facebook Messenger
What it does: Integrates with Facebook Messenger to centralize customer conversations.
Benefit: Ensures seamless communication with customers contacting you via Facebook.
Example: An e-commerce store can use this to handle product inquiries and follow up with abandoned cart reminders.
GMB Call Tracking
What it does: Tracks phone calls initiated through your Google My Business profile.
Benefit: Provides valuable insights into call performance and lead generation effectiveness.
Example: A plumber can track how many emergency service calls originate from their GMB profile, helping refine advertising strategies.
Missed Call Text Back
What it does: Automatically sends a text to customers who call but don’t connect.
Benefit: Reduces lost leads by ensuring quick follow-up on missed calls.
Example: A salon can automatically text customers who call after hours, offering to schedule an appointment.
Growth Plan
$30 pm - 5 Users Max
$120 pm - Unlimited Users
Features: All Starter Plan +
GMB Messaging
What it does: Integrates with Google My Business to manage customer messages directly through the CRM.
Benefit: Ensures timely responses to inquiries from potential customers searching for your business on Google.
Example: A local bakery can quickly respond to questions about their menu or hours, ensuring customers choose them over competitors.
Reputation Management
What it does: Monitors and manages online reviews across platforms like Google and Facebook.
Benefit: Helps businesses maintain a positive online reputation, attracting more customers.
Example: A restaurant can use this feature to track reviews, respond to complaints, and thank positive reviewers to improve their public image.
Text-to-Pay
What it does: Sends payment links via text for quick and secure payment processing.
Benefit: Simplifies payment collection and improves cash flow.
Example: A personal trainer can send payment links after each session, ensuring clients can pay immediately.
Calendar
What it does: Manages appointments, integrates with Google and Outlook calendars, and provides online booking.
Benefit: Streamlines scheduling and ensures no missed appointments.
Example: A spa can let customers book appointments online, reducing administrative overhead.
Opportunities
What it does: Tracks leads and sales opportunities through pipelines.
Benefit: Provides visibility into the sales process and helps close deals faster.
Example: A SaaS company can track leads from trial signup to conversion, identifying bottlenecks in their sales funnel.
Email Marketing
What it does: Creates and automates email campaigns to nurture leads.
Benefit: Builds stronger customer relationships and drives conversions.
Example: A gym can send automated welcome emails to new members with workout tips and class schedules.
Pro Plan
$60 pm - 5 Users Max
$180 pm - Unlimited Users
Features: All Growth Plan +
Social Planner
What it does: Schedules and manages posts for multiple social media platforms.
Benefit: Saves time and ensures consistent social media presence.
Example: A marketing agency can use this to plan a month’s worth of posts for their clients in advance.
Invoice
What it does: Allows businesses to create, send, and track invoices.
Benefit: Simplifies billing processes and ensures timely payments.
Example: A freelancer can create professional invoices and track payments for multiple clients in one place.
Forms
What it does: Builds customizable forms for lead capture or customer feedback.
Benefit: Simplifies data collection and improves lead generation.
Example: An event planner can create a booking form to gather client preferences and event details.
Surveys
What it does: Creates surveys to gather customer feedback and insights.
Benefit: Helps businesses understand customer needs and improve services.
Example: A hotel can send post-stay surveys to guests to improve service quality.
Funnels
What it does: Builds sales funnels with landing pages, forms, and payment options.
Benefit: Streamlines lead generation and improves conversion rates.
Example: A coaching business can create a funnel for promoting and selling online courses.
Websites
What it does: Builds fully functional, customizable websites.
Benefit: Establishes an online presence and attracts more customers.
Example: A local contractor can build a professional website showcasing past projects and customer testimonials.
Blogs
What it does: Publishes blog content directly to your website.
Benefit: Boosts SEO and engages your audience with valuable content.
Example: A travel agency can use blogs to showcase destination guides and itineraries.
Campaigns
What it does: Automates multi-step communication sequences across channels.
Benefit: Engages leads effectively and drives conversions.
Example: An online retailer can send a series of emails promoting a seasonal sale.
Workflows
What it does: Automates complex processes like lead follow-ups and customer onboarding.
Benefit: Saves time and ensures no steps are missed in key processes.
Example: An insurance agency can automate policy renewal reminders and follow-ups.
All Reporting
What it does: Tracks performance metrics across campaigns, funnels, and pipelines.
Benefit: Provides insights to optimize business strategies.
Example: A digital marketer can analyse ad campaign performance to improve ROI.
Trigger links
What it does: Tracks clicks on specific links in emails, texts, or websites.
Benefit: Provides actionable insights into customer engagement.
Example: A digital agency can track how many leads click on a portfolio link in their emails.
SMS & Email Templates
What it does: Saves reusable templates for text and email communications.
Benefit: Speeds up communication and ensures consistent messaging.
Example: A real estate agency can use pre-designed templates for property updates.
Triggers
What it does: Automates actions based on predefined conditions (e.g., sending a text when a form is submitted).
Benefit: Saves time and improves efficiency by automating repetitive tasks.
Example: A cleaning service can automatically send a follow-up email after a service is completed.
Elite Plan
$120 pm - 5 Users Max
$360 pm - Unlimited Users
Features: All Pro Plan +
Memberships
What it does: Creates gated content or online courses for members.
Benefit: Generates recurring revenue and adds value to your services.
Example: A yoga studio can offer an online library of classes to subscribers.
Affiliate Manager
What it does: Manages affiliate programs to incentivize referrals.
Benefit: Drives growth through partnerships and expands customer reach.
Example: A fitness equipment retailer can offer commissions to influencers promoting their products.
Proposals & Estimates
What it does: Creates professional proposals and estimates for clients.
Benefit: Enhances professionalism and speeds up the sales process.
Example: A graphic designer can send detailed project proposals to prospective clients.
Communities
What it does: Builds forums or discussion groups for customers.
Benefit: Strengthens customer relationships and builds loyalty.
Example: A software company can create a user community for product tips and support.
Certificates
What it does: Issues customizable certificates, such as for course completion.
Benefit: Enhances customer satisfaction and builds credibility.
Example: An online education platform can issue certificates to students completing courses.
