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 your business. Plus...

Automation Strategy & Plan Session.

Private Facebook Group.

How-To videos on all the features.

Online course including checklists, planning guides, welcome series guide, and group onboarding training sessions.

Take a look at features included in the Work Smarter CRM.

The Work Smarter CRM is the right tool. We know that you need the right support.

That's why our plans include hands-on training or a Virtual CRM Specialist.

You've Got This

$99 month to month

This plan is perfect for the do-it-yourself business owner that is just starting out and looking for hands-on support and guidance as they build their business.

Or if you are a business owner with an established team and you are looking for an all-in-one solution that will make everyone's lives easier.

You have access to all the Work Smarter CRM features, training, and support you need to be successful. Review the features >>>

Most Popular

Let's Do This

$299 month to month

Your business is growing, but you no longer have the time to do it yourself. You know what you done and that you need help to make it happen. That's why you need a Virtual CRM Assistant to build emails, landing pages, and automations for you.

This is the perfect plan, if you are sending twice monthly emails and run monthly events or promotions. Your Virtual CRM Specialist will take your content and design emails and build landing pages, automations, and nurture series. This includes 5 hours of a Virtual CRM Specialist time, which typically means two automations per month.

Review the features >>>

We've Got You

$499 month to month

This is for the all-in business owner that is sending weekly emails to their audience, sophisticated nurture campaigns, updates their website with blog posts or content changes regularly, and needs assistance managing their integrations.

This plan is for you if you don't want limits put on the automations, emails, and text messages the Virtual CRM Specialist can do for you in a month. You have big goals and need support that can keep up. This includes 15 hours of a Virtual CRM Specialist time, which typically means four automations per month and maintenance activities on your website, zapier, landing pages, and campaigns.

Review the features >>>

What else makes Work Smarter Digital different?

We are committed to your success.

Onboarding Packages

Our Onboarding Programs are designed to get you up and running quickly. All subscription levels include the Group Onboarding program that is a five week training program.

Automation Plan


The Automation Plan provides a roadmap to automate your high-touch experience that differentiates your brand from your competitors. This is applies to all plans.

  • Customized Automation Plan to lay out the opportunities to automate your client journey from follower to contact, contact to prospect, prospect to client, client engagement, and client to raving fan.
  • Two strategy sessions to define and finalize the automation plan.
  • Session 1: Evaluate and design your high-touch client journey to identify automation opportunities, intentional to your brand, delivers a personalized experience for your clients, and incorporates surprise & delight into the overall experience.
  • Session 2: Review and finalized your customized Automation Plan. The Automation Plan includes the workflow and approaches to automating key pieces.

Note: The automation plan is for one revenue stream of your business. An additional fee will be applied for every sales process and client engagement workflow.

Automation Plan & Accelerated Onboarding

For You've Got This. --> $1199

For Let's Do This! & We've Got You! Plans --> $599

You want this implemented for you, so you can hit the ground running. This includes the Automation Plan.

  • Includes the design of your customized Automation Plan.
  • Build out of your client journey including follower to contact, contact to prospect, prospect to client, client engagement, and client to raving fan.
  • Connects your website and lead magnet to the WS CRM.
  • Automates your sales process.
  • Buildout of two automations including forms, landing pages & autoresponders.
  • Buildout of up to five online appointments including forms, reminders, and notifications.

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.

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
  • Integrations if you need it