Every feature below is included, plus complete guided setup by our team.
1. Unlimited Team User Accounts
Unlimited team user accounts to access your CRM platform
Why It Matters
“Your business is growing. Your software bill shouldn’t grow every time you hire someone.”
Give your entire team access to your CRM without paying additional per-user fees.
2. Custom Email Domain and Email Address
Custom email domain and email address
Why It Matters
“Your business deserves an email address that looks as professional as the work you do.”
Build credibility and reinforce your brand with a professional, business-branded email address.
3. Imported Marketing Lists: 600 B2B or 2,000 B2C Prospects
Imported marketing list of 600 B2B or 2,000 B2C prospects
Why It Matters
“What if your next customers were already waiting on your contact list?”
Get a head start on prospecting with an imported marketing list, so you can spend less time searching and more time connecting.
4. Send Up to 20,000 Emails Per Month
Send up to 20,000 emails per month
Why It Matters
“You’ve got something worth sharing. Let’s make sure people actually hear about it.”
Stay connected with prospects and customers through email campaigns designed to keep your business top of mind.
5. CRM Phone Number With Calling and Recording
CRM phone number for calling, receiving calls, and call recording
Why It Matters
“How many business opportunities get lost between the phone ringing and someone remembering to follow up?”
Make and receive business calls through your CRM, with call recording to help you keep track of important conversations.
6. Free Mobile CRM App
Free mobile app to make calls, send emails, and track CRM activity
Why It Matters
“Your business doesn’t stop when you leave your desk. Why should your CRM?”
Make calls, send emails, and manage customer activity from your phone, whether you’re at the office, on a job site, or somewhere in between.
7. AI Voice Agent or Website Chatbot
One AI voice agent to schedule appointments, answer calls, and enter data into your CRM, or a website chatbot that answers questions from website visitors
Why It Matters
“What happens to your next customer when you’re too busy to answer?”
Let an AI voice agent help answer calls, schedule appointments, and update your CRM, or use a website chatbot to respond to visitor questions.
8. Send Up to 1,000 SMS Messages Per Month
Send up to 1,000 SMS messages per month
Why It Matters
“Your customers may not read every email. But that doesn’t mean you can’t stay connected.”
Reach customers directly with text messages for promotions, reminders, updates, and follow-ups.
9. Social Media Scheduling Calendar
Connect all your social media accounts to one scheduling calendar
Why It Matters
“Still jumping between Facebook, Instagram, LinkedIn, and everything else just to keep your business visible?”
Connect your social accounts to one scheduling calendar and simplify how you plan and manage your content.
10. Collect and Display Google Reviews
Collect and display Google reviews on your website
Why It Matters
“Your happy customers might be your best salespeople. Are you letting them do the talking?”
Collect customer reviews and showcase them on your website to build credibility with prospective customers.
11. Two Smart Mobile Coupon Promotions
Run two smart coupon promotions
Why It Matters
“Sometimes customers just need one more reason to choose your business today.”
Create targeted coupon promotions that encourage customers to take action, make a purchase, or come back again.
12. Free Monthly Marketing or Leads List
One free marketing or leads list every month
Why It Matters
“Your next customer isn’t going to find themselves. But finding them shouldn’t take all day.”
Keep your prospecting efforts moving with a fresh marketing or leads list every month.
13. Free Claude AI Account Integrated With Your CRM
Free Claude AI account fully integrated with your CRM
Why It Matters
“What if you could ask your CRM a question instead of spending 20 minutes digging for the answer?”
Put AI to work alongside your customer data to help find information, identify opportunities, and make everyday tasks easier.
14. iCommunity Membership
iCommunity virtual membership with free online workshops and networking with other business owners
Why It Matters
“Running a business doesn’t mean you have to figure everything out by yourself.”
Connect with other business professionals and access free virtual workshops and networking that support learning, referrals, and growth, from anywhere in the U.S.
15. Additional Free Features and Integrations
Access to many other useful free features and integrations to support your everyday business operations
Why It Matters
“One more app. One more login. One more monthly charge. Sound familiar?”
Simplify everyday operations with additional tools and integrations designed to help your business work more efficiently.
16. Event Management Module
Ticketed and RSVP events, branded event pages, QR code check-in, and automated reminders
Why It Matters
“Planning an event is enough work. Managing registrations, tickets, and reminders shouldn’t be another full-time job.”
Create branded event pages, manage ticketed and RSVP events, check in guests using QR codes, and automate event reminders, all from one platform.
17. Ecommerce Store
Sell products and digital services with easy integration into your existing website, and connect with PayPal, Stripe, and other payment processors with help from our staff
Why It Matters
“What if customers could buy from you the moment they’re ready, even at midnight?”
Open an online store for your products and digital services, add it to the website you already have, and get paid through PayPal, Stripe, and other processors, with our staff helping you set it up.
