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LITE

  • Work Smarter CRM (lite feature set)

  • CRM

  • Sales Management

  • Social Media Scheduling

  • Two-way Texting*

  • Business Phone*

  • Email Blasts

  • Reputation Management

  • Content AI*

  • One-to-one Support Calls (2 monthly)

$59 month to month

Limited Time only $39 month to month

Grow

  • Work Smarter CRM (All Features)

  • Everything in Work Smarter CRM LITE plus

  • Online Booking

  • Email Marketing

  • Text Marketing

  • Forms & Surveys

  • Funnels & Landing Pages

  • Websites

  • Online Courses

  • Membership

  • Automation

  • Payments & Invoices

  • Promo & Coupon Codes

  • Affiliate Management

  • Premium Tasks*

  • One-to-one Support Calls (2 monthly)

$299 Done-For-You Onboarding Fee plus

$199 month to month

PRO

  • Work Smarter CRM (All Features)

  • Everything in Work Smarter CRM LITE plus

  • Online Booking

  • Email Marketing

  • Text Marketing

  • Forms & Surveys

  • Funnels & Landing Pages

  • Websites

  • Online Courses

  • Membership

  • Automation

  • Payments & Invoices

  • Promo & Coupon Codes

  • Affiliate Management

  • Premium Tasks*

  • One-to-one Support Calls (Unlimited)

  • Done-For-You Onboarding included ($299 value)**

  • CRM Consulting Services: Strategy Sessions, Maintenance, Training (3 hours monthly)

  • Membership pricing for new project work

$0 Done-For-You Onboarding Fee plus

$299 month to month

Best Value

* Usage-based Fees:

Content AI, Premium Tasks, Business Phone, and Texting are optional use features and have additional fees associated with them and are usage based. These are optional features to turn on in the Work Smarter CRM and use. The usage cost of these features is charged against credits that are recharged as you hit a minimum you control.

Content AI - No monthly fee. This is only charged based on your usage. The cost is $0.90 for 1000 words. To get started, each account receives 500 free words.

Premium Tasks - No monthly fee. This is only charged based on your usage. The cost is $0.05 per task. This is a Zapier replacement.

Business Phone & Texting - There is a one-time registration fee that costs between $15-20 to ensure you are a trusted business for texting. The phone line is $6 monthly plus your usage. Text messages cost $0.0375 to send and $0.0395 to receive messages. Phone calls cost $0.065 per minute to make calls and $0.0425 per minute to receive calls. See the FAQs for more details.

** Done-For-You Onboarding:

Costs $299 for the Grow Plan and $0 for the Pro Plan. What's included:

  • Migration Plan for existing technologies and applications to the Work Smarter CRM

  • Connecting your domain to the Work Smarter CRM

  • Creating branded email marketing domain and landing pages

  • Importing your contacts

  • Scrubbing your contacts for validate email addresses

  • Connecting your branding membership area

  • Integrating your Stripe, Zoom or Google Meet, Google or Microsoft Calendar, Direct Message Social Services, Social Channels

  • Selecting your business phone line and personalized training

  • Rebuilding up to 2 lead magnets

  • Creating up to 3 appointment events, questionnaires, and confirmation & reminder automations

  • Designing one branded email template

Moving additional funnels, landing pages, and systems will be handled as a paid project.

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


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.