Essentials Plan:

Power Your Growth Engine

Everything in Starter — plus advanced automations, pipelines, scheduling, and marketing systems to help you scale.

For $297/month

Ideal For: Growing businesses ready to automate workflows, capture leads, and manage sales processes more efficiently.

Everything in Starter — plus advanced automations, pipelines, scheduling, and marketing systems to help you scale.

Your Starter Foundation Includes: Smart CRM and contact management, a unified conversations inbox (email, SMS, and social), reputation and review system, lead capture tools, and full mobile access.

Additional Essentials Features to Power Your Growth:

Advanced Automation:

  • Streamline appointment booking, confirmations, cancellations, and no-shows.

  • Build powerful forms, funnels, and surveys to capture more leads.

  • Automate SMS and email marketing without relying on third-party tools.

Sales & Revenue Tools:

  • Manage pipelines and track sales opportunities with a full CRM system.

  • Drive growth through a built-in affiliate program manager.

  • Integrate Zoom and Google Meet to automate meeting scheduling.

Workflow & Business Systems Expansion:

  • Simplify finances with QuickBooks integration.

  • Organize files and documents with a secure Media Library.

  • Launch faster with a library of ready-to-use SMS and email templates.

FREE Personalized Onboarding Included

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