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.

Call: (435) 500-6199

What Is a Business Management System?

Instead of juggling multiple apps for:
  • CRM
  • Email & SMS marketing
  • Scheduling
  • Invoicing
  • Follow-ups
  • Reporting
Everything works together in one place—automatically.

Starter

$ 29
99
Monthly
  • Up to 3 users
  • Full CRM system
  • Web chat & forms
  • Missed call text-back
  • Email notifications for new leads
  • Calendar + appointment booking
  • Manual SMS & email
Request a Demo

Growth

$ 59
99
Monthly
  • Up to 10 users
  • Everything in "Starter" plus:
  • Automated SMS & email follow-ups
  • Pre-built workflows
  • Lead assignment & pipeline automation
  • 2-way texting
  • Review request automation (Google + Facebook)
  • Social planner
Request a Demo
Popular

Scale

$ 89
99
Monthly
  • Unlimited users
  • Everything in "Growth" plus:
  • Email marketing (newsletters & promos)
  • SMS campaigns (broadcasts)
  • Invoices & payment links
  • Documents & contracts
  • Long-term lead nurturing campaigns
Request a Demo
Included Features
Starter
$29.99/month
Growth
$59.99/month
Scale
$89.99/month
User Limit
Up to 3
Up to 10
Unlimited
Full CRM System
Lead capture (forms + basic web chat)
Missed call text-back
Email notifications for new leads
Calendar + appointment booking
Manual SMS & email
Automated SMS & email follow-ups
Pre-built workflows
Lead assignment & pipeline automation
2-way texting
Review request automation (Google + Facebook)
Social planner
Email marketing (newsletters & promos)
SMS campaigns (broadcasts)
Invoices & payment links
Documents & contracts
Long-term lead nurturing campaigns
Request a Demo

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.

Frequently Asked Questions about Management & Marketing Systems

What is a CRM?

CRM stands for Customer Relationship Management. It’s software that keeps all your customer and lead information in one place, including contact details, conversations, appointments, and where each person is in your sales process, so nothing slips through the cracks.

If you’re tracking leads in spreadsheets, sticky notes, or your inbox, a CRM will likely pay for itself. It makes sure every lead gets a follow-up, every appointment gets a reminder, and every customer gets a consistent experience, even when you’re busy on the job.

Our plans are $29.99/month (Starter, up to 3 users), $59.99/month (Growth, up to 10 users), and $89.99/month (Scale, unlimited users). Many popular CRMs charge per user, so costs climb as your team grows. Our plans don’t.

The best CRM is the one your team will actually use. For most small and local businesses, that means an all-in-one system that handles leads, follow-ups, scheduling, reviews, and invoicing without juggling separate apps. That’s what our platform is built for.

At minimum: contact and lead management, a visual sales pipeline, appointment booking, and email and text messaging. The biggest time-savers are automated follow-ups, missed-call text-back, review requests, and invoicing, all of which are included depending on your plan.

Often, yes. Depending on your plan, ours can replace separate tools for email marketing, text messaging, scheduling, invoicing, e-signatures (like DocuSign), social media scheduling, and review management. Invoicing and payments require a Stripe or other payment processing account.

Not with the right setup. We build and configure the system for your business, including your pipelines, forms, calendars, and automations, and then walk your team through it. 

Most businesses are up and running within 1–2 weeks. Timeline could be shorter if this is your first system or longer if you already have an established system that you need to transfer data and workflows from.

Yes. We can import contacts from spreadsheets or your current CRM.

It syncs with your calendar app and connects to your website forms, web chat, Google and Facebook reviews, and Stripe (or other payment providers) for payments. 

Yes. Call (435) 500-6199 to schedule a free demo, and we’ll show you how it would work for your business.

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
What Our System Includes
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.

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.

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 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, 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 Management

This tool empowers businesses to build trust, improve customer satisfaction, and maintain a positive online presence.

Advanced Reporting and Analytics

The advanced reporting and analytics feature provides in-depth insights into your data with customizable reports and real-time metrics.