CRM BUSINESS COMPANION PRICING
Lite
1 User
$29.97/month
- Up to 1000 Active Clients, Unlimited Leads, Unlimited Affiliates
- Additional User at $9.97
- Full-Fledge CRM
- Integrated System to Charge Clients using Authorize.net, Pabbly.com, ChargeBee.com, and Digital Checks, including automatic recurrent transactions.
- Powerful Role Permissions on 21 Aspects of the Program
- Full-fledged invoice System where you can print, email, etc.
- Template Manager (Create your Marketing Letters with ease)
- Integrated Content-Sensitive Tutorial System
- Write Your Self-Help Notes for Each Area
- Super Calendar and Powerful Task Manager System
- Your logo when you enter the program (White Label)
- White-label Client and Affiliate Portals
- Customizable requests for documents and data from the client portal.
- Automated Emails like when you post a Client Portal and many others. They are selectable.
- Affiliate Commission Tracking System
- Online Signature System for agreements and documents in Portals
- The Client signs the Agreement in the Client Portal, and then it is transferred to the program
- One Click- LetterStream API Integration to send letters without printing them.
- Instant Messaging System between Agents
- You can Post different Agreements for each Client if desired
- Integrated Email System (to send and receive – unlimited accounts)
Premium
2 users
$49.97/month
- UNLIMITED Clients, UNLIMITED Leads, UNLIMITED Affiliates
- Additional User at $9.97
- Virtual Call Center that allows you to have unlimited VAs to help with your business without the risk of them accessing sensitive data in your CRM.
- Full-fledge CRM with Marketing Capabilities
- Integrated System to Charge Clients using Authorize.net, Pabbly.com, ChargeBee.com, and Digital Checks, including automatic recurrent transactions.
- Powerful Role Permissions on 21 Aspects of the Program
- Full-fledged invoice System where you can print, email, etc.
- Template Manager (create your own marketing letters to email)
- Integrated Content-Sensitive Tutorial System
- Write Your Self-Help Notes for Each Area
- Super Task Calendar and Powerful Task Manager System
- Your logo (white label) when you enter the program
- White-label Client and Affiliate Portals. Use your logo. The Portals can be integrated with your website if you use one of ours (included).
- Customizable requests for documents and data from the client portal.
- Automated Emails like when you post a Client Portal and many others. They are selectable.
- Affiliate Commission Tracking System (two levels)
- Online Signature System for agreements and documents in Portals
- The Client signs the Agreement in the Client Portal, and then it is transferred to the program
- One Click- LetterStream API Integration to send letters without printing
- Instant Messaging System between Agents
- You can Post different Agreements for each Client if desired
- Integrated Email System (to send and receive – unlimited accounts – no double auth accounts)
- Integrated with Twilio to Send and Receive SMS. Pay Twilio directly for less than a penny per message.
- Integrated Fax System with MyFax, RingFax, eFax, MetroFax, Fax.com, HelloFax, HumbleFax, Nextiva, vFAX, etc.
- Virtual Assistant Companion (provide your VAs with unlimited contact lists for prospecting, customer services etc)
- Business Lead Finder (find unlimited affiliates for your business)
- You can send Personalized SMS to one Contact or unlimited Contacts with one click. (subject to Twilio policies)
- Send Marketing Emails or Faxes on the Fly to a Group of Contacts
- Marketing Campaign System has many ways to trigger and subscribe prospects and clients to campaigns.
- Virtual Funnels System to be Used Inside Emails and Social Media
- Integrated with Zapier
- Be Happier with Zapier Special System
- Ultra-low-cost phone dialing integrating Skype and Callto protocols like RingCentral.
- Two-Level Automatic Affiliate Commission System
- Powerful Full-Featured Workflow System
- 1200 AI Prompts System
- Create Templates (Letters) with Artificial Intelligence