We empower passion-preneurs to efficiently build and scale their business so they can make a bigger impact on the world.
INCREASE YOUR IMPACT
ALL THE TOOLS YOU NEED IN ONE PLATFORM
The Work Smarter CRM is your ONE solution to manage your leads, funnels, calendars, email & text marketing, and more to get more done with less effort.
GET MORE CLIENTS
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.
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, Emails, and even Facebook Messenger.
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.
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.
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.
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.
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.
The Work Smarter CRM is an all-in-one solution, which means
every plan includes all of these features.
Increasing your reach without the headaches.
Send as many broadcast emails as you want.
Unlimited online appointment scheduling including reminders and notifications.
Manage all your relationships in one centralized system.
Customized forms and surveys to learn more about your contacts.
We make it easy to collect eSignatures on forms to streamline the agreement process.
Ability to tag and segment your contacts.
Unlimited email or text campaigns.
Unlimited funnels that are fully customizable.
Sales management automation that will ensure you never miss a sale again.
Seprate your business phone from your personal phone with the fully integrated VOIP phone for calls, texts, and voicemail.
Two-way conversation management with your text and Facebook Messenger conversations in one place.
Unlimited Online Courses including video, downloads, and other content that is password protected.
Website builder and secure hosting that is easy to build and maintain.
Manage your reviews and recommendations on Google My Business and Facebook Business Page.
Launch your own customized membership site that has a unique login for every member where they can subscribe to programs, access courses, and more.
Robust automation to manage every aspect of your business.
Integrated with Stripe to charge for appointments, subscriptions, and more.
Integration through Zapier to any other digital tool you need to connect with.
Real-person support plus how-to help videos, and onboarding course.
Unlimited contacts & team members. We want you to build your mailing list and grow.
*Requires a Twilio account. You pay for what you use.
Don't take our word for it.
Here is what some of our raving fans are saying.