Maximize the value of your leads and boost conversions with ease! By keeping all your lead and customer information organized in one centralized platform, you ensure no lead goes to waste. Streamline your workflow with automated follow-ups, nurture every lead, make every client feel valued, and seize every opportunity--effortlessly.
| Features | Basic$89 (per month) 1 User Select | Most Popular! Growth$169 (per month) 3 Users Select | PremiumFree (for 30 days, then $349/mo) Unlimited Users Select |
|---|---|---|---|
| Monthly Price | $89/mo | $169/mo | $349/mo |
| Users Included | 1 User | 3 Users | Unlimited Users |
| Usage Credits Included | — | $8 | $18 |
| Onboarding | — | — | Full Lift-Off Onboarding Included |
| CRM | |||
| Contacts & Conversations | ✓ | ✓ | ✓ |
| Custom Objects | ✓ | ✓ | ✓ |
| Email System | ✓ | ✓ | ✓ |
| Opportunities | ✓ | ✓ | ✓ |
| Phone | ✓ | ✓ | ✓ |
| Smart Lists | ✓ | ✓ | ✓ |
| Tags | ✓ | ✓ | ✓ |
| Direct Mail | |||
| On-Demand & Trigger-Based Direct Mail Marketing | ✓ | ✓ | ✓ |
| AI Agents | |||
| Agent Studio | — | — | ✓ |
| AI Studio | — | — | ✓ |
| Ask AI | — | — | ✓ |
| Content AI | — | — | ✓ |
| Conversation AI | — | — | ✓ |
| Funnels AI | — | — | ✓ |
| Reviews AI | — | — | ✓ |
| Voice AI | — | — | ✓ |
| Automation | |||
| Campaigns | — | ✓ | ✓ |
| Triggers | — | ✓ | ✓ |
| Workflows | — | ✓ | ✓ |
| Calendar | |||
| Calendar | — | ✓ | ✓ |
| Marketing | |||
| Brand Boards | ✓ | ✓ | ✓ |
| Countdown Timers | — | ✓ | ✓ |
| Email Campaigns | — | ✓ | ✓ |
| Snippets | — | ✓ | ✓ |
| Social Planner | — | — | ✓ |
| Trigger Links | — | ✓ | ✓ |
| Facebook Messenger | — | ✓ | ✓ |
| Ready-to-use SMS & Email Templates | — | — | ✓ |
| Ready-to-use Marketing & Follow-up Campaigns | — | — | ✓ |
| Forms & Surveys | |||
| Smart Forms & Smart Surveys | — | ✓ | ✓ |
| Forms | — | ✓ | ✓ |
| Surveys | — | ✓ | ✓ |
| Reputation Management | |||
| Reputation Management | — | ✓ | ✓ |
| GBP Optimization | ✓ | ✓ | ✓ |
| Review Widgets | — | ✓ | ✓ |
| Reviews & Requests | — | ✓ | ✓ |
| Video Testimonials | — | ✓ | ✓ |
| Sites & Chat | |||
| Chat Widget | — | — | ✓ |
| Payments | |||
| Invoices | — | — | ✓ |
| Payment Links | ✓ | ✓ | ✓ |
| Payments Core | ✓ | ✓ | ✓ |
| Reporting | |||
| Agent Report | — | — | ✓ |
| Appointment Report | — | ✓ | ✓ |
| Attribution Report | — | — | ✓ |
| Call Report | ✓ | ✓ | ✓ |
| Custom Reports | — | — | ✓ |
| FB Ads Report | — | — | ✓ |
| Google Ads Report | — | — | ✓ |
| Local Marketing Audit | ✓ | ✓ | ✓ |
| Advanced Reporting Platform | — | — | ✓ |
| Other Features | |||
| Dashboard | ✓ | ✓ | ✓ |
| Affiliate Manager | — | — | ✓ |
| Media Storage | ✓ | ✓ | ✓ |
| Mobile App | — | ✓ | ✓ |
| Private Integrations | ✓ | ✓ | ✓ |
| Unified Inbox for SMS, Email, and Social | — | — | ✓ |
| Select | Select | Select | |
Compare our Done-For-You packages to find the right level of lead follow-up, client nurture, direct mail, and ongoing support for your business. Every package includes professionally written messaging, custom-built automations, and an end-to-end system configured around your business needs.
| Feature | Essential$459/mo $1,750 setup Select | Most Popular! Professional$559/mo $3,000 setup Select | Premium$659/mo $6,000 setup Select |
|---|---|---|---|
| Pricing & Account | |||
| Monthly Price* | $459/mo | $559/mo | $659/mo |
| One-Time Setup | $1,750 | $3,000 | $6,000 |
| Usage Credits (Texts, Emails, Talk Time, etc.)** | $10 | $20 | $30 |
| Users | 5 | Unlimited | Unlimited |
| Included Platform Features | ✓ | ✓ | ✓ |
| Setup & System Configuration | |||
| End-to-End System Configured for Your Business | ✓ | ✓ | ✓ |
| Pipeline and Automations | ✓ | ✓ | ✓ |
| Web-Based Lead Source Integrations | 1 | 2 | 3 |
| Instant Lead Response Automation (SMS + Email) | ✓ | ✓ | ✓ |
| Appointment Scheduling Automation | 2 | 3 | 5 |
| Power Dialer | 3 | 3 | 3 |
| Staff Task Reminders | ✓ | ✓ | ✓ |
| Electronic Estimates and Contracts (Pages) | 1 | 3 | 6 |
| Lead Intake Form | 3 | 6 | 10 |
| Dashboard Reporting | ✓ | ✓ | ✓ |
| Reviews & Referrals | |||
| Business Approval Before Review Requests Sent | ✓ | ✓ | ✓ |
| Automated Review Requests | ✓ | ✓ | ✓ |
| Automated Referral Requests | ✓ | ✓ | ✓ |
| Central Reviews Management Hub | ✓ | ✓ | ✓ |
| Done-For-You Messaging | |||
| Emails | ✓ | ✓ | ✓ |
| SMS (Text Messages) | ✓ | ✓ | ✓ |
| Conditional Messaging Automations | ✓ | ✓ | ✓ |
| Ongoing Stay-in-Front Emails (Client Reactivation) | 6 | 6 | 6 |
| Value Email Deployment | — | 6 | 6 |
| Direct Mail & Campaigns | |||
| Direct Mail App Installation & Setup | ✓ | ✓ | ✓ |
| Access to Template Gallery and Design Editor | ✓ | ✓ | ✓ |
| Personalized Postcard Templates | 3 | 4 | 5 |
| Direct Mail Scheduling | ✓ | ✓ | ✓ |
| Training and Support | |||
| Monthly Training Sessions | ✓ | ✓ | ✓ |
| Ongoing Live Chat / Email Support | ✓ | ✓ | ✓ |
* Your first 30 days are included.
** For most users, the monthly usage credits included with your plan should be more than enough to cover things like texts, emails, and talk time. If you go over your included amount, you’ll simply be billed for the additional usage.