Our pricing is simple.

We have a month to month subscription that includes all the features in the Work Smarter CRM, so you have everything you need to be more successful in yuor business.


We know being a small business owner means that you are constantly wearing many hats, so we offer plans that include a Virtual CRM Assistant. The Virtual CRM Assistant is there to build out landing pages, autoresponders, email campaigns, or make sure you send your monthly newsletter.

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.

The Work Smarter CRM is the right tool.

We know that you also need the right support.

That's why our plans include Virtual CRM Assistance.

LAUNCH Plan

$60 month to month

All features in the Work Smarter CRM.

Automation Strategy & Plan Session.

Private Facebook Group for Work Smarter CRM users.

How-To videos on all the features in the Work Smarter CRM.

Onboarding online course including checklists, planning guides, and welcome series guide.

Group Onboarding Sessions is a $97 upfront fee, which you may apply to any of the onboarding packages.

Two CRM Support one on one sessions per month

Most Popular

GROW Plan

$109 month to month

All features in the Work Smarter CRM.

Automation Strategy & Plan Session.

Private Facebook Group for Work Smarter CRM users.

How-To videos on all the features in the Work Smarter CRM.

Onboarding online course including checklists, planning guides, and welcome series guide.

Group Onboarding Sessions is a $97 upfront fee, which you may apply to any of the onboarding packages.

Four CRM Support one on one sessions per month

Virtual CRM Assistant to buildout one automation, one eBlast per month, and maintenace on your website or landing pages.

SCALE Plan

$169 month to month

All features in the Work Smarter CRM.

Automation Strategy & Plan Session.

Private Facebook Group for Work Smarter CRM users.

How-To videos on all the features in the Work Smarter CRM.

Onboarding online course including checklists, planning guides, and welcome series guide.

Group Onboarding Sessions is a $97 upfront fee, which you may apply to any of the onboarding packages.

Six CRM Support one on one sessions per month

Virtual CRM Assistant to buildout two automations, three eBlast per month, and maintenace on your website or landing pages.

*Requires a Twilio account. You pay for what you use.

What else makes Work Smarter Digital different?

We are committed to your success.

Our Onboarding Programs are designed to get you up and running in the first 30 days.

Group Onboarding Package

$97 included in subscription

You are a do-it-yourself kind of person and have time to buildout your system.

  • Five 90-minute group sessions.
  • Each session covers a different topic.
  • Session starts with a training then you are given time to take action and ask questions.

Accelerated Onboarding Package

$359 one time fee

You're looking for one-on-one guidance, training, & support to get started.

  • Five 90-minute sessions to configure your system, import contacts, and co-build your automations.
  • Frequenly, we work on building a lead magnet landing page and supporting autoresponder, building out online appointments with reminders and notifications, and welcome email series. This is customized to you.

Concierge Onboarding Package

$899 one time fee

You want this implemented for you, so you can hit the ground running.

  • Three 90-minute sessions
  • We will import your contacts and connect your website to the CRM or other tools.
  • Build out of your sales process and supporting automation.
  • Buildout of two automations including forms, landing pages & autoresponders.
  • Buildout of up to five online appointments including forms, reminders, and notifications.

The Work Smarter CRM is HALF the cost and headache of a managing a bunch of digital tools.

** Price comparison is based on 2500 contacts.

Work Smarter CRM is everything you need without all the plugins or integrations:

  • Unlimited Contacts
  • Unlimited Team Members
  • Unlimited Funnels
  • Unlimited Pipelines
  • Up to 40,000 emails per month
  • $25 monthly SMS budget
  • Integrations if you need it

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