Our Plans in Detail
Foundation Plan – $150/m
The Foundation Plan is your business control center. It’s built to give you complete visibility of your leads, jobs, and team performance in one place.
What you get:
- Dashboard View
See your entire business at a glance. Leads, jobs, and performance metrics update in real time so you always know where things stand without flipping through spreadsheets or chasing down updates.
-Opportunities Pipeline Tracking
Track every opportunity from the moment it enters your system to the moment it closes. Easily see where leads are in your funnel (new lead → appointment → estimate → closed job), and make sure nothing slips through the cracks.
-Smart Calendar Integration
All appointments, consultations, and team schedules live in one synced calendar. Clients can book directly, your team can see availability instantly, and you can manage schedules without back-and-forth emails.
-Unified Communication Hub
Calls, texts, emails, and social DMs are pulled into one inbox. No more checking five apps to see who messaged you — respond instantly from one place and keep a full history of conversations.
-Customer & Contact Management
Every client’s details, notes, project history, and communication records are stored in a single profile. That means your team always has context, no matter who picks up the phone.
-Task & Activity Tracking
Assign tasks, set reminders, and track progress across your team so nothing gets forgotten. From follow-up calls to site visits, everything is logged and accountable.
-Basic Reporting
Get simple but powerful insights: leads generated, jobs won vs. lost, and team performance. Know what’s working and where to improve.
-Mobile App Access
Run your business from anywhere. Whether you’re in the office, on a job site, or on the road, the CRM is fully optimized for mobile use.
The Foundation Plan is perfect for businesses that want clarity, organization, and control without the chaos of juggling multiple systems.
Automation Plan – $500/m
The Automation Plan takes everything from Foundation and layers on AI and automation to help you stop chasing leads and start closing them.
What you get (in addition to Foundation):
-24/7 AI Lead Engagement
Never lose another lead to slow response times. The AI chatbot instantly engages new leads from your website, Facebook, or other channels — answering questions, qualifying them, and booking appointments in real time.
-Automated Appointment Booking
Leads can see your availability and book themselves directly. Automated reminders reduce no-shows and wasted time, freeing your team to focus on real conversations.
-Natural Conversation Flows
The chatbot doesn’t feel robotic. It asks the right questions, handles objections, and guides leads naturally toward booking or next steps — without you having to touch it.
-Lead Filtering & Routing
Not all leads are worth your time. The system automatically filters low-quality inquiries and routes qualified leads to the right team member based on service type, location, or rules you define.
-Hands-Free Pre-Sales Process
By the time you or your sales team talk to a lead, they’re already qualified and scheduled. No more back-and-forth texting to find a time or answering repetitive questions — automation takes care of it.
The Automation Plan is designed for businesses that want to eliminate bottlenecks, respond instantly, and free up their team’s time.
Growth Plan – $975/m
The Growth Plan combines CRM + Automation with done-for-you marketing management. It’s built for businesses that want not just to capture leads, but to actively generate new demand and build a consistent brand presence.
What you get (in addition to Foundation + Automation):
-Social Media Management (2–3 posts per week)
Keep your business visible and relevant. Our team creates and posts consistent content on your behalf, so your brand stays active and top-of-mind for customers.
-Monthly Email Marketing Campaign
Send targeted campaigns directly to your list to re-engage past customers, promote services, or share updates. Done-for-you email design, scheduling, and delivery.
-Google Management
Keep your Google Business Profile fresh with regular updates, post scheduling, and review management. This boosts visibility in local search and builds trust with potential customers.
-Meta Advertising Campaign (Monthly)
Run targeted ad campaigns on Facebook & Instagram to generate new leads every month. Campaigns are managed and optimized for you.
-Monthly Marketing Strategy Meeting
Get one-on-one strategy time each month to review campaigns, adjust direction, and align your marketing with your business goals.
The Growth Plan is for businesses ready to move from reacting to leads to actively generating demand and scaling revenue.
Momentum Plan – $2,500/m
Momentum is the top tier — a full CRM, Automation, and Marketing Growth Engine. It’s designed for businesses ready to dominate their market, establish authority, and scale aggressively.
What you get (in addition to Foundation + Automation + Growth):
AI-Powered CRM + Chatbot
A fully customized AI chatbot built for your business, integrated directly into your CRM to handle leads, conversations, and bookings automatically.
Advanced Marketing Campaigns (Google + Meta)
Full management of advertising campaigns across Google and Meta platforms, with optimization for ROI and market dominance.
Monthly Email Marketing Campaign
Consistent, professional campaigns sent to your database to nurture leads and convert past clients into repeat buyers.
Custom Video Project
High-quality branded video production to showcase your services, build authority, and create evergreen marketing assets you can use across platforms.
Monthly Strategy Meeting
Direct access to your marketing team every month to review results, set new goals, and refine your strategy.
Momentum is for businesses that want to accelerate growth, dominate their competition, and establish themselves as the go-to provider in their market.
Driving Growth, Amplifying Impact
Get In Touch
Email: [email protected]
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
(728) 220-0532
Unleash Your Business Brilliance.
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