Growth
For an individual professional who needs a reliable CRM and consistent lead follow-up.
Included
- CRM, lead stage and automated pipeline management, calendar, and customizable dashboard
- Two-way email and text conversations
- Web chat, Facebook Messenger, and missed-call text back
- Custom built automated email outreach, 1 lead magnet newsletter offer or a quiz
- Connected social media accounts for one stop posting
- Up to 2 users and unlimited contacts
- Landing page included
- Monthly newsletter template and sending support
- 1 one-on-one 30 min meeting with account manager per month
- Access to 1 45 min group EOS formatted zoom meeting with account manager a week
Industry campaign examples
- Loan officers: new-lead response, borrower nurture, past-client and referral-partner follow-up
- Real estate agents: buyer, seller, open-house, sphere, and referral nurture
- Senior placement: direct-to-consumer family follow-up and referral-network nurture
Usage-based phone, SMS, email, AI, verification, and workflow charges are billed separately.
Book Exploratory Call
