Capture - Nurture - Close Leads with our customized all-in-one marketing & sales - the CSM PLATFOM

WE HELP ENTREPENEURS THRIVE WITH OUR
ALL-IN-ONE SALES & MARKETING CRM PLATFORM

CAPTURE: Capture leads using landing pages, surveys/forms, calendars, inbound phone system & more!

NURTURE: Automatically message leads via voicemail, forced calls, SMS,

emails, FB Messenger & more!

CLOSE: Use our built-in tools to collect payments, schedule appointments, and track analytics!

DO YOU WANT TO KEEP YOUR CLIENTS LONGER?

With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.

DO YOU WANT TO SCALE YOUR BUSINESS?

With the ease of automation and proper systems in place, you can focus your time back on the all-important profit producing activities to drive your business to the next level.

OUR PRACTICAL DIGITAL SOLUTIONS PREVENT YOU FROM GETTING LOST
IN THE SEA OF TECHNOLOGY.

CAPTURE NEW LEADS

Create Full Websites, Funnels & Landing Pages

• This intuitive platform allows full-featured websites with custom menus and high-performing and captivating landing pages. Pre-made coaching-focused templates could be provided and built into the system OR clients can create their own. This is all available in one platform.

Drag & Drop Surveys And Forms

• Built right in is the ability to capture leads through surveys and capture forms. These can integrate directly with the page builder or be embedded on an external site.

Online Appointment Scheduling

• A major step for many businesses is to request and capture appointments. A built-in calendar application within the platform can request, capture and manage the appointment all in one straightforward flow. This application can interact with your personal Google calendar and Zoom account.

Nurture Leads Into Customers

• The core of the platform centers around what can be accomplished after a lead is captured.

Easily Customize Follow-Up Campaigns

• The multi-channel follow-up campaigns allow automated engaging follow-ups and capture engaged responses from leads.

Create Multi-Channel Campaigns

• The platform allows automated sequencing with leads through phone connect, voicemail drops, SMS/MMS, emails, and even facebook messenger.

Two-Way Communication On Any Device

• A full-featured mobile app is available that allows subscribers to communicate with leads on all devices.

Fully Automated Booking

• Automatically book leads and prospects to your calendar without lifting a finger.

Automated Nurture Conversations

• Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction. The platform allows you to leverage machine learning to manage the conversation.

Full Customization of Messaging

• Use the campaign builder to customize the messaging.

CLOSE MORE DEALS

Manage Your Workflow And Pipeline

• The built-in pipeline management feature can keep track of where the leads are and what stage they are at in the sales funnel or buyers’ journey.

Collect Customer Payments

• Integrate directly with a online e-commerce POS (point-of-sale) system (i.e.Stripe) so payments can be collected on websites, funnels, and even when someone books an appointment.

Manage Your Social Media Feeds

• Ability to manage your Facebook, Instagram, and Google feeds.

Reputation Management

• Ability to request & manage online reviews

All The Analytics & Reports Are In One Place

• The dashboard keeps an overview of where the leads are and how much money has been generated on each phase / step in the sales process or buyers’ journey.

Track The Interaction & Engagement Of Each Client

• The CRM allows tracking of each client including emails sent and received, open rates & more.

A Fully Integrated Crm The Backbone Of The Entire System

• The CRM system integrates and tracks all clients and their interactions with the processes within the system.

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