Marketing & Business Management Systems
One Platform to Run, Automate, and Grow Your Business
Most small businesses don’t fail because they lack customers—they fail because their systems don’t scale.
Our Marketing & Business Management System is a fully integrated platform that replaces scattered tools, manual follow-ups, and broken workflows with one streamlined solution. This system helps you capture more leads, automate communication, manage clients, and track growth from a single dashboard.
What Is a Business Management System?
- CRM
- Email & SMS marketing
- Scheduling
- Invoicing
- Follow-ups
- Reporting
Starter
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Up to 3 users
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Full CRM system
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Web chat & forms
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Missed call text-back
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Email notifications for new leads
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Calendar + appointment booking
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Manual SMS & email
Growth
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Up to 10 users
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Everything in "Starter" plus:
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Automated SMS & email follow-ups
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Pre-built workflows
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Lead assignment & pipeline automation
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2-way texting
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Review request automation (Google + Facebook)
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Social planner
Scale
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Unlimited users
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Everything in "Growth" plus:
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Email marketing (newsletters & promos)
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SMS campaigns (broadcasts)
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Invoices & payment links
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Documents & contracts
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Long-term lead nurturing campaigns
Track your leads from start to finish and collect payments all from one place.
Workflow and Marketing Pipelines revolutionize how you manage and nurture leads, automate tasks, and track your marketing efforts. With customizable workflows, you can design automated sequences to engage prospects, move them through the sales funnel, and ensure no opportunity is missed. The visual pipeline gives you a clear view of where each lead stands, allowing you to prioritize actions and optimize your strategy.
Seamlessly integrate payment collection, email campaigns, follow-ups, and notifications to keep your team aligned and your marketing efforts on track, all while driving conversions and delivering a personalized experience for every lead.
Why Systems Matter More Than Marketing Alone
Marketing gets attention. Systems turn attention into revenue.
Without proper systems:
- Leads fall through the cracks
- Follow-ups don’t happen
- Appointments get missed
- Customers feel ignored
- Owners burn out doing everything manually
With the right systems in place:
- Every lead is tracked
- Every message is automated
- Every customer has a smooth experience
- Your business runs—even when you’re not working
CRM & Lead Management
Contact & Lead Management
With centralized contact details, interaction history, and lead tracking tools, it streamlines follow-ups, enhances communication, and ensures no opportunity slips through the cracks.
Funnel Builder
Design customized customer journeys, track conversions, and maximize engagement to turn leads into loyal customers.
Automated Follow-Ups & Workflows
Customizable Workflows
Whether managing tasks, or customer journeys, this tool boosts efficiency and keeps your team aligned by streamlining repetitive tasks and ensuring smooth operations.
Custom Forms and Surveys
With an intuitive drag-and-drop editor, users can easily design custom fields, question types, and logic flows to gather specific information.
Documents & Contracts
Create and send documents to your clients and have them sign electronically. This CRM system can replace popular subscriptions like DocuSign.
Appointment Scheduling & Calendar Management
Calendar Managment
The calendar management feature simplifies scheduling by allowing you to organize, track, and share events with your team while working seamlessly with your calendar app.
Email & SMS Marketing
Email Marketing Campaigns
The email automation feature streamlines your communication by allowing you to create, schedule, and send personalized emails automatically.
SMS Marketing
Perfect for promotions, updates, or reminders, this tool ensures your messages reach customers quickly and effectively, boosting engagement and driving action.
Unified Inbox
The unified inbox feature brings all your messages from multiple channels—email, SMS, social media, and more—into one convenient place.
Invoicing, Payments & Subscriptions
Invoicing, Subscriptions & Payment Links
Replace your current invoice software. The CRM allows you to create invoices, recurring subscriptions and set up payment links for simplified billing. Requires a Stripe account.
Reputation & Review Management
Reputation Management
This tool empowers businesses to build trust, improve customer satisfaction, and maintain a positive online presence.
Reporting & Analytics
Advanced Reporting and Analytics
The advanced reporting and analytics feature provides in-depth insights into your data with customizable reports and real-time metrics.