Intentional Customer Experience & Marketing Features

We enable service-based businesses to cost-effectively scale their business with a one-stop shop that includes all the digital tools they need, real-person support, and automation to streamline.


Achieving your ambitious goals is our mission.

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REAL ENGAGEMENT FROM THE FIRST CLICK

Online Appointment Scheduling Without the Back-and-Forth Emails

The Work Smarter CRM streamlines your scheduling with easy setup, availability preferences, and integration with your Google Calendar. They pick a time, and the event is added to your calendar. Automate the reminders and follow-up.

Get To Know Your Contacts, Leads, and Clients

Built right in is the ability to capture leads through Surveys and Forms. You can integrate directly with our page builder or embed them on your own sites.

Make Every Piece of Content Count

Showcase your content to spread your message and expertise ... and let's not overlook growing your business. Create engaging websites, funnels, and landing pages to engage your community from the first click to the sale.

Unlimited online appointment scheduling including reminders and notifications.

Ability to tag and segment your contacts.

Customized forms and surveys to learn more about your contacts.

Attract your ideal customers with a secure Website that is easy to build and maintain.

NURTURE RELATIONSHIPS

COMMUNICATE WITHOUT BEING SALESY

Easily Customize Your Follow-up Campaigns

Our Multi-channel follow-up campaigns allow you to automate natural and engaging follow-ups that connect and build trust.

Connect With Your Contact On Any Channel

Work Smarter CRM allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, and Emails.

Two-Way Communication On The Go

Our full-featured mobile app allows you to communicate with your leads on all devices, no matter where you are.

Manage all your relationships in one centralized system.

Create your intentional customer journey with our robust Marketing Automation.

Unlimited email or text campaigns.

Two-way conversation management with your text and Facebook Messenger conversations in one place.

SALES MADE SIMPLE

YOUR TOOLS FOR SALES SUCCESS

Manage Your Sales Activities and See Results

Make sales visual with unlimited, customizable pipelines, dashboards, and task lists to spend less time searching and more time selling. Track deals through your pipeline stages and start sliding deals to won.

Save Time by Connecting the Data Dots

The Work Smarter CRM dashboard keeps track of where leads are in your pipeline, provides insights into your website's Google analytics, and monitors reviews on Facebook and Google My Business. Plus, it integrates with other apps to automatically add leads to email lists and trigger follow-up workflows.

Sales management automation that will ensure you never miss a sale again.

Unlimited funnels that are fully customizable.

Manage your reviews and recommendations on Google My Business and Facebook Business Page.

We make it easy to collect eSignatures on forms to streamline the agreement process.

Two-way conversation management with your text and Facebook Messenger conversations in one place.

Separate your business phone from your personal phone with the fully integrated VOIP phone for calls, texts, and voicemail.

Integrated with Stripe to charge for appointments, subscriptions, and more.

Mobile App to communicate with your leads on all devices, no matter where you are.

INCREASE YOUR INFLUENCE

ALL THE TOOLS YOU NEED TO BE AN INFLUENCER

Engage & Nurture to Grow Your List

Get your message in front of a global audience with the marketing power of online courses, membership sites, and virtual summits. With great content and a solid marketing strategy, you will rapidly build your lists and increase your income down the road.

Hands-off Content Delivery

Running an online course or virtual summit doesn't need to be a full-time job. Work Smarter CRM has built out campaigns, templates, and automations for everything you will need. From calls for speakers, registration promotion, and content delivery, we've got you covered.

Built-in and Ready to Go

The Work Smarter CRM eliminates hours of setup, coding, and extra software & plug-ins, and it reduces the overall time & money needed to run a summit.

Unlimited Online Courses including video, downloads, and other content that is password protected.

Launch your own customized membership site that has a unique login for every member where they can subscribe to programs, access courses, and more.

Create your intentional customer journey with our robust Marketing Automation.

Integrated with Stripe to charge for appointments, subscriptions, and more.

SUPPORT TO SUCCEED

YOUR SUCCESS IS OUR FIRST PRIORITY

Your Success Is Our First Priority

Our solutions include software and services because we know how difficult it is to implement and leverage a new tool. Everyone receives two hours of one-on-one support, Work Smarter CRM Setup Guide, Help Materials, and Weekly Office Hours.

Curated Templates

We only serve Business Owners that want to grow and engage their audience. That means we know what you need. We've created templates and campaigns for you to customize to your business.

Services To Accelerate Your Growth

If you don't have the time to do your own setup or on-going evolution, we have services to accelerate your growth. From one-on-one training, to building out your campaigns, to virtual assistant support to manage the backend, we've got you covered.

Virtual CRM Assistant because we know you don't have time to build automations.

Real-person support plus how-to help videos, and onboarding course.

Integration through Zapier to any other digital tool you need to connect with.

We make it easy to migrate from other tools. It almost feels like plug and play.

Unlimited email or text campaigns.

Unlimited contacts & team members. We want you to build your mailing list and grow.