For solo operators, consultants, or new service businesses that need a simple contact and lead management system with basic automated follow-ups.

Includes:

• CRM contact database

• Lead capture forms

• Email automation (basic follow-up)

• Appointment calendar booking

• Basic reporting dashboard

• Email support

For growing small businesses that need real automation, 2-way texting, funnels, call tracking, and pipeline management (contractors, coaches, agencies, home services, etc.).

Includes everything in Starter, plus:

• Sales pipelines and deal tracking

• Funnels and landing page templates

• 2-way texting and call tracking

• SMS and email marketing automation

• Ringless voicemail & workflow triggers

• Appointment reminders

• Priority support

For established businesses or teams that want full CRM buildout, branded automation, website integration, team onboarding, and custom support. Best for multi-person offices, agencies, real estate, funding firms, and training companies.

Includes everything in Growth, plus:

• Done-for-you CRM setup and automation builds

• Website or landing page integration

• Dedicated onboarding and support

• Custom branding and white labeling

• Team training (Zoom)

• VIP support