CRM SOFTWARE
Powerful CRM technology built from the ground up for small businesses
Manage your business with a powerful, easy-to-use CRM.
You not only get the CRM software you need to grow, but the team you need to manage it.
Watch this short video to learn more
Why our CRM software is the right choice
Dedicated Support
With our CRM tool you get dedicated and unlimited complimentary support from a Platform Advisor.
Integrated With Marketing
Because the CRM is built right into Marketing 360™, it’s integrated with your marketing so you know exactly where every contact came from.
Built for Your Business
There are a lot of CRMs out there, but few are built specifically for your business! Our CRM is catered to your business needs.
A CRM FOR YOU
Easy to use CRM
Stay organized as your business grows. Manage your contacts, tasks, calendar, team & more with ease. It’s fully customizable and includes setup, training & support.
MANAGE CONTACTS
Managing your contacts is easy & fast
Manage any type of contact with ease. Create & store your fields of information, log & track communications, upload & store files, create tasks, deals, projects and more all from one screen!
POWERFUL FEATURES
Manage your business with ease
The CRM has everything you need to manage your business & team. Best part is, if you need help, just contact your dedicated Platform Advisor at any time. Their job is to make your life easy so you can focus on running & growing your business, not being a CRM technical expert.
MARKETING AUTOMATION
Easily build powerful automated email journeys
Help grow your business with email marketing & the power of automation! Design, send & automate email campaigns in minutes. Send offers to increase sales, get more reviews, send newsletters and more. Just connect your CRM lists with Email Marketing 360™ and you’re all set! Do it yourself or have us do it for you.
PAYMENT INTEGRATION
Automatically sync purchases with your contacts
Say goodbye to the days of having to export customer lists manually. Your customers and their orders are automatically synced. Glean insights into customer lifetime purchase history, create email list based on orders, & more.
Here’s a list of features & services our CRM software includes
Industry Specific
That’s right, a CRM catered to your industry. Hit the ground running with a CRM that puts your business first.
Free Setup & Migration
We’ll help you get everything setup free of charge. Moving from another CRM? No problem. We’ll take care of migrating everything for you as well!
Free Support & Training
We offer unlimited and dedicated CRM support and training. Get your own dedicated Platform Advisor. Call, email or text them wherever you’d like.
Manage Contacts
Manage all your contacts with ease. Whether you’re managing leads, customers, clients, partners, or more, the CRM makes it a breeze.
Manage Deals
The CRM makes managing all your leads and deals easy. Track the stages of your sales process as well as your sales pipeline from one dashboard.
Manage Projects
Manage all your projects and their sub-tasks & stages with the built-in project management dashboard. Makes managing any type of project simple.
Manage Tasks & Calendar
Manage all your team's tasks and calendars right from the CRM. Stay organized, efficient and on task as your business grows.
Track Communications & history
The CRM keeps track of all your communications with contacts as well as a history log of all changes automatically.
Build Custom Lists & Reports
Build custom lists and reports for anything you'd like in minutes. You can even connect lists to Email Marketing 360™ to send automated emails!
And More
The CRM is loaded with features and extremely powerful & customizable to any type of business. Give it a try today!
How it works
Kickoff Call
We start with a kickoff call between you and your dedicated Marketing Executive to gain a full understanding of your social marketing goals.
Strategy Planning
We put together a game-plan to make best use of your social marketing budget & achieve your goals. We then share this with you for feedback/approval.
Build Campaigns
We build your social campaigns, design your ads, prep your landing pages, refine your conversion funnel and more so you’re ready to launch your ads!
Build Your Audiences
We’ll build social audiences for your products, services and more so that you’re targeting the perfect group of people and demographics to drive sales.
Launch & Optimize
Once your social campaigns & audiences are ready to go, we’ll launch your ads! We’ll then monitor the results closely and optimize to drive the best results.
Analyze & Awesomize
We constantly evaluate the data to make sure you are seeing the results you’re looking for. If not, we make immediate adjustments/improvements.