CRM & Marketing Automation

Outreach, capture, and organize—all automated.

Streamline your customer management with built-in tools to keep opportunities moving forward.

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Spend Less Time Chasing

Our CRM & Marketing Automation keeps all your conversations, contacts, and opportunities in one place.

Instead of juggling multiple tools or sticky notes, you’ll have a single system that helps you follow up automatically and build stronger relationships with your customers.

Never lose track of a lead

Automate your follow-ups

Keep your whole team on the same page

Turn more conversations into paying customers

Building Your Digital Marketing Engine

One platform for every essential tool so you can run your business without juggling multiple apps or disconnected systems.

#1 Capture

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

#2 Nutrure

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

#3 Close

Use our built in tools to schedule appointments, and track analytics!

#1 Capture

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

#2 Nutrure

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

#3 Close

Use our built ion tools to schedule appointments, and track analytics!

Features

CRM & Pipeline Management

Websites & Sales Funnels

Surveys & Forms

Email Marketing

2-Way SMS Marketing

Workflow Automation

Reputation Management

Replaces

HubSpot, ActiveCampaign

WordPress, Wix, SquareSpace, Click Funnels

SurveyGizmo, Wufoo

ActiveCampaign, MailChimp, HupSpot

Follow Up Boss, Sendlane, Podium

ActiveCampaign, HubSpot, Keap

Birdeye, Podium

Replaces

HubSpot

WordPress

SquareSpace

SurveyGizmo

MailChimp

Sendlane

Keap

ActiveCampaign

Wix

Click Funnels

Wufoo

Follow Up Boss

Podium

Birdeye

Built for Busy Business

Owners Like you

Whether you run a salon, a dental practice, or any other service-based business, this software helps you handle leads and marketing without extra staff.

In fact, this is the same CRM powering The Dental Marketing Company and The Salon Marketing Company—so it’s battle-tested in the real world.

Explore Our Packages

Ready to Simplify Your Business?

Built Into Your

Website Package

Whether you’re tired of juggling multiple tools or just want an easier way to manage your leads, our system makes it simple. We’ll walk you through how it works and show you how it can free up your time so you can focus on running your business—not chasing every follow-up.

Focus on running your business – we’ll make sure your social presence stays consistent and professional.

Let’s Talk

Frequently Asked Questions

Do I need to be tech-savvy to use this?

Not at all. We’ve kept things simple, and our team will guide you through setup so you feel comfortable from day one.

How is this different from other CRMs?

Most CRMs are overloaded with features you’ll never use. Our version gives you only what you need—conversations, contacts, opportunities, marketing, and automation so it’s easier to manage without the clutter.

What if I need more features later?

If you grow into needing more advanced tools, we’ll talk through the best options with you. For now, we focus on the features that make the biggest impact for small businesses.

Do you provide training or support?

Yes—we’re here to help. We’ll walk you through how to use the system, and if you ever get stuck, you can reach out to us directly.

Which platforms can I post to?

The planner supports Facebook, Instagram, LinkedIn, Google Business Profile, TikTok, Pinterest and YouTube.

Will this replace the other tools I’m already using?

In many cases, yes. Instead of paying for separate tools for email, social posting, or tracking leads, you can manage it all in one place.

What types of businesses is this best for?

This works especially well for service-based businesses like salons, dental practices, home services, or consulting—where following up quickly and staying organized makes the difference between winning or losing a client.