Simple Pricing

There are two plans and the only difference is how much expert implementation and strategy support you want

Do It Yourself. that includes all the features, support, and unlimited contacts and team members. This is the do-it-yourself approach.

This plan is $149 monthly.

Solopreneurs love the Work Smarter CRM because they get the support they need to build systems and start making traction in their business.

  • Saved money when they stopped paying for a bunch of apps they weren't using


  • Stopped spending hours getting no where and continuing to do things manually


  • Started growing their book of business because they started following up consistently

Done With You! that includes all the features, support, unlimited contacts and team members, and 10 hours of automation services a month. This is the done-for-your approach.

This plan is $399 monthly.

Coaches & Consultants love the Work Smarter CRM because they are able to focus on business building activities and stay in their area of genius.

  • Stopped spending hours watching Youtube videos without anything to show for the time investment


  • Grew their business because they had more time and emotional space to focus on relationship building


  • Saved money on digital tools that weren't making a dent in their business


  • Reintroduced themselves to weekends

How We Compare

Features

Other Tools

(2500 Contacts)

(Unlimited Contacts)

Contact & Sales Management

$99


Surveys & Forms

$35


Booking & Appointments

$12


Funnels & Landing Pages

$25


Integrated Phone

$29


Email Marketing

$39


SMS Marketing

$29


Website Builder

$18


Online Course Management

$39


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

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.

  • 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.

Cost:

You've Got This. & Let's Do This! Plans --> $399


We've Got You! Plan --> included

Automation Plan & Done-for-you Onboarding Combo

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

  • Everything in the Automation Plan plus ...
  • Done-for-you build out of the automations defined in the Automation plan.
  • Connects website and lead magnet to the Work Smarter CRM.
  • Configures the Work Smarter CRM to business needs.
  • Import contacts from other systems and integrates via Zapier to other business critical systems.
  • 1 hr of one on one training on automations.
  • Personalized overview videos and test plan of automations.

Cost:

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


Let's Do This! Plan --> $799

Done-for-you Onboarding

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

  • Build out automations defined in the Automation plan (pricing for one revenue stream).
  • Connects website and lead magnet to the Work Smarter CRM.
  • Configures the Work Smarter CRM to business needs.
  • Import contacts from other systems and integrates via Zapier to other business critical systems.
  • 1 hr of one on one training on automations.
  • Personalized overview videos and test plan of automations

Cost:

We've Got You! Plan --> $399

Note: The automation plan and done-for-you onboarding are for one revenue stream of your business. An additional fees applied for more sales process and client engagement workflows.