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.

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.

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

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 Assistant will take your content and design emails and build landing pages, automations, and nurture series.

Access to the Convert Contacts to Clients Program ($39 monthly value). This is a monthly virtual workshop and mastermind on ways to grow your list, nurture your contacts, trending techniques to convert more contacts to clients, and new ways to leverage your digital tools to grow your bottomline.

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

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.

Access to the Convert Contacts to Clients Program ($39 monthly value). This is a monthly virtual workshop and mastermind on ways to grow your list, nurture your contacts, trending techniques to convert more contacts to clients, and new ways to leverage your digital tools to grow your bottomline.

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

What else makes Work Smarter Digital different?

We are committed to your success.

We're In It Together Onboarding Packages

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

Group

Included in subscription

You've got the time to learn the system and buildout automations.

  • 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.

Done With You

$359 one time fee

You're looking for a done with you program to accelerate your learning.

  • Five 90-minute sessions to configure your system, import contacts, and co-build your automations.
  • Frequently, 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.

Done For You

$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 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.

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

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.

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

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

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