Accelerator-Pro

Utilize digital ads to drive leads to sales funnels or landing pages, convert visitors to leads, use informative email and text messages to fully engage with visitors, drive leads to scheduled appointments with your sales team, automatically follow up on appointments with leads and sales team, track sales and keep leads engaged until they purchase or decline your offer.

Extend customer service with online classes or educational email campaigns, follow up surveys and online reviews.

Monitor digital ad campaigns and manage all client interactions (email, text, phone) in a customizable CRM.

Accelerate sales with email e-quotes or e-proposals for fast signature then invoicing for an expedited sales process.

Streamline Internal Processes

Improve Efficiencies : Be More Effective

Configure triggers to automatically dispatch emails or text messages to clients or staff, monitor all client engagements within the CRM, automatically prompt clients for a survey or review post-transaction, maintain customer service through follow-up emails or text messages, coordinate appointments with multiple team members and activate notifications, sales funnels, and beyond. Seamlessly integrates with Zapier.

Improve communication with clients and donors, offer online educational resources, maintain a consistent schedule for donor email campaigns, develop email or text series to enhance client engagement and automate systems.

Integrate Zoom webinars for surveys and participant check-in, automate certificate delivery and request online reviews from satisfied clients, oversee donor ad campaigns, and track all interactions in a customizable CRM.

Communication Hub (CRM)

Powerful, Fully Integrated Software

Easily manage client appointment and interactions with calendars, emails, texts, notes, reminders, and phone calls from a single dashboard.

• Schedule client meetings with online calendars or  manually for multiple team members.
• Record notes, emails, text messages and tasks.
• Make phone calls directly from the platform.
• Automatic client meeting reminders – via text or email.
  
• Invoicing, Tap-to-Pay and Text-to-Pay functionality.

Engage Clients : Nurture Leads

Streamline Communication Processes.

• Build a lead funnel using digital advertisements, landing pages, funnels, forms, and automated, sequential messaging from one unified platform.
• Organize and timetable sequential emails and text messages to enhance client engagement and arrange warm lead meetings with the sales team.
• Establish post-meeting follow-ups with clients and the sales team to monitor progress, opportunities, and sales. Continuously measure results across the entire sales cycle.
  

• Discover your clients' feedback on the service they've received from your company using surveys. Survey logic can help identify or disqualify leads, as well as prompt a tailored message based on a question response.
• Utilize web-based forms to collect client information before meetings, and initiate an educational sequence ahead of the scheduled meeting.
• Integrate a chat widget for real-time communication with clients.

• Create a website using one of our customizable templates.
• Easily host your existing WordPress website.
• Enjoy complete access to all WordPress features.
• Seamlessly integrate with our marketing software platform.
• Affordably priced and fully secure.

Reputation Management 
Reviews, Monitoring and Responses

• Automatically schedule review requests via email or text following a transaction, service call, or job completion.
• Monitor reviews and respond quickly.
• Reviews can automatically be posted on website (4.5+ stars).

• Stay engaged with clients with regular email campaigns with health tips, video, practice news and more.
• Encourage clients to share your content with the people they know.
• Create powerful back links to your website that impacts SEO.

Online Payments & Text-2-Pay
Make It Easy for Clients To Buy or Pay

• Create products to sell, paid memberships or set up payment levels for donations.
• Monitor all invoices and transactions.
• Fully integrated with marketing tools.
• Integrates with QuickBooks for accounting.
• Connects to Stripe, PayPal, Authorize.net, & More.

Call Tracking : Ad Monitoring
Know the Results of Your Marketing.

• Create online training classes using videos for clients or vendors.
• Share recorded webinars.
  
• Downloadable documents can be provided to patients for further education.
• These can be paid classes or offered to clients at no cost as a customer service benefit.
  

Dashboard Metrics
Track Key Marketing & Sales Indicators

• Track all metrics on secure platform
• Online business directories
• Google & Facebook Ads
• Google Analytics 
• Connects with Zapier to integrate with thousands of apps.
• Custom plugins possible with API integration.

• Create or update contact information on the road.
• Schedule appointments
• Make phone calls and record conversations.
  
• Respond to text and emails messages anywhere.
• Track sales opportunities, revenues and more.
• Send proposals or collect payments.
  
• Your business in your pocket!

Pricing

Jump Start

$97

Growth

$197

Accelerator

$297