Detailed Plan Options

Pricing & Plans

Essentials

Essential Features

Reviews (Reputation)

Attract potential customers with your Google & Faceboook reviews:

Improved Online Presence: The Reputation feature helps you manage and enhance your online presence by encouraging satisfied customers to leave positive reviews. This increases your visibility and credibility on platforms like Google, Facebook, and Yelp, attracting more potential customers.
Automated Review Requests: Save time and effort with automated review requests sent to your customers. You can set up workflows to automatically request reviews after a service or purchase, ensuring a steady stream of feedback without manual intervention.
Real-Time Monitoring: Keep track of your reviews in real-time. The Reputation feature provides instant notifications of new reviews, allowing you to respond promptly and address any negative feedback quickly, which can help mitigate potential damage to your brand’s reputation.
Data-Driven Insights: Gain valuable insights into customer sentiment and trends. By analyzing review data, you can identify areas of improvement, understand customer preferences, and make informed decisions to enhance your products or services.

Unified Messaging

Streamline your messaging with a single inbox for text, email, WhatsApp, Facebook messages, Google messages, and more.

Streamlined Communication: By consolidating all your communication channels—email, SMS, Facebook Messenger, Instagram Direct Messages, WhatsApp, and more—into a single platform, you can easily manage and track all interactions with customers. This ensures that no message gets overlooked and improves response times.
Enhanced Customer Experience: Unified messaging provides a seamless and consistent customer experience. No matter which channel a customer chooses to communicate through, the conversation history is accessible, allowing you to provide personalized and informed responses.
Increased Efficiency: Managing all your communications from one place reduces the time and effort spent switching between different platforms. This boosts productivity and allows your team to focus on more strategic tasks.
Better Analytics and Insights: Unified messaging platforms offer powerful analytics tools that help you track the performance of your communication efforts. You can gain insights into customer behavior, response rates, and overall engagement, enabling you to make data-driven decisions to improve your marketing and customer service strategies.

Textable Number

Get a textable business number so your customers can easily connect with you through the EffectiveCRM.ai app.

Enhanced Communication: A textable business number allows you to engage with your customers through text messages, offering a convenient and immediate way to communicate. This can improve response times, making it easier for customers to reach you and for you to address their inquiries quickly.
Professional Image: Using a dedicated business number for texting helps maintain a professional image. It separates personal and business communications, ensuring that your interactions with customers are conducted through a channel that reflects your brand.
Increased Reach and Engagement: Text messages have high open and response rates compared to emails. By leveraging a textable business number, you can enhance customer engagement, send important updates, promotions, and reminders directly to your customers’ mobile devices, increasing the likelihood of your messages being seen and acted upon.

Auto Missed Call Text Back

When You're Unavailable, Or Away, Have Our System Follow Up Via Text To Never Lose Another Customer

Improved Customer Engagement: When a call is missed, the system automatically sends a text message to the caller, ensuring they are promptly acknowledged. This immediate follow-up can help maintain customer interest and engagement, reducing the chances of losing potential leads.
Enhanced Customer Satisfaction: By providing an instant response to missed calls, businesses show that they value and prioritize their customers. This quick communication can significantly enhance customer satisfaction by ensuring their inquiries are acknowledged even when the call cannot be answered right away.
Increased Efficiency and Conversion Rates: The Auto Missed Call Text Back feature helps streamline the communication process, saving time for both the business and the customer. Quick responses to missed calls can lead to higher conversion rates as potential clients are less likely to seek services from competitors while waiting for a callback.

CRM

Grow your audience and know where new leads are coming from

Centralized Customer Data: A CRM system allows you to store all customer information in one place. This includes contact details, communication history, purchase history, and customer preferences. This centralized data helps you provide personalized service and build stronger relationships with your customers.
Enhanced Sales Management: The CRM feature helps you manage your sales pipeline more effectively. You can track leads, manage deals, and monitor sales progress in real-time. This allows for better forecasting and helps your sales team stay organized and focused on closing deals.
Automated Communication: With CRM, you can automate repetitive tasks such as follow-up emails, appointment reminders, and personalized messages. Automation saves time and ensures consistent communication with your customers, improving overall customer satisfaction.
Insightful Analytics and Reporting: CRM provides valuable insights into your business performance through detailed analytics and reporting. You can track key metrics such as sales performance, customer retention rates, and marketing campaign effectiveness. These insights help you make informed decisions and identify areas for improvement.

Most Popular

Professional

All Essential Features; plus...

AI Appointment Setting

Eliminate Scheduling Appointments With AI. The AI Assistant Converses With Customers & Books Appointments Based On Availability

Intelligent Scheduling: AI-powered tools optimize schedules based on preset rules and preferences, ensuring appointments are set efficiently. They consider variables like time zones, business hours, and buffer times between appointments, making the process seamless
24/7 Availability: Unlike human schedulers, AI tools are available around the clock, without needing rest periods or holidays. This means potential leads can be scheduled at any time, increasing the chances of capturing more appointments
Real-Time Communication: AI chatbots can interact with leads in real-time, answering questions, qualifying leads based on predefined parameters, and scheduling appointments instantly. This immediate interaction can significantly boost lead conversion rates

Webchat

Increase website conversions with an on-site chat widget that moves conversations to text.

Real-Time Customer Support: Web chat allows you to provide instant answers to customer inquiries, reducing wait times and improving overall customer satisfaction. Immediate assistance can help resolve issues quickly and efficiently. AI lets you train your chat bot to answer most questions a human can.
Increased Engagement and Conversions: By offering help when customers need it, web chat encourages interaction and can prevent cart abandonment, ultimately increasing conversion rates. It can proactively engage users based on their behavior on your site
Improved Efficiency and Cost Savings: Automating responses to common questions through a chatbot reduces the volume of queries that need human support, saving on labor costs. Chat widgets can handle multiple conversations simultaneously, improving support efficiency
Integration with AI: AI takes webchat to the next level by allowing you to answer questions 24/7 based on training data from your website, or other sources you provide. And AI can operate beyond webchat by monitoring and using SMS, email, FB, Instagram, and more.

Hosted Website

Our sites load faster than anywhere else, and we can accommodate Wordpress sites as well.

All-in-One Platform: EffectiveCRM.ai combines CRM, email marketing, sales funnels, appointment scheduling, and more into one comprehensive platform. This eliminates the need for multiple tools and simplifies your operations
Automation: Set up automated workflows and campaigns to save time and reduce manual effort. This helps streamline your marketing and sales processes.
Customization: With a drag-and-drop interface, you can easily build landing pages, emails, and other marketing materials. There are also many templates and pre-made campaigns that you can customize for your niche
Scalability: EffectiveCRM.ai offers unlimited features, allowing you to create as many contacts, websites, sales funnels, campaigns, and workflows as you need. This scalability makes it suitable for growing businesses.

Social Planner

Schedule & Plan Posts Ahead Of Time. Post Across All Platforms At Once: Instagram, LinkedIn, Google, TikTok, Twitter, FaceBook

Centralized Management: The Social Planner allows you to manage multiple social media accounts from a single dashboard. This means you can schedule posts, upload content, and monitor engagement across platforms like Facebook, Instagram, Twitter, LinkedIn, TikTok, and Google My Business without having to log in and out of each account separately
Time-Saving Automation: With features like bulk uploading and recurring posts, you can save time by scheduling content in advance. This ensures a consistent social media presence without the need for daily manual updates.
Enhanced Productivity: By streamlining the social media management process, the Social Planner helps you focus on other important tasks. You can create, schedule, and approve posts efficiently, allowing you to allocate more time to strategy and content creation.
Consistency Across Platforms: The Social Planner ensures that your messaging and branding are consistent across all your social media channels. This helps maintain a cohesive brand image and improves audience recognition.

Payments

Streamline Client Invoicing & Collect Payments Via Text with Text 2 Pay Client Invoicing.

Multiple Payment Options: EffectiveCRM.ai supports various payment gateways like Stripe, PayPal, NMI, and Authorize.net, making it easy to accept payments from clients in multiple ways.
Invoicing: You can create and send professional invoices directly from the platform, streamlining the billing process and improving cash flow management.
Subscription Management: Manage subscription-based services efficiently with features like recurring billing, subscription price creation, and coupon generation.
Convenience and Speed: Text-to-Pay offers unparalleled convenience for both businesses and customers. With a simple text message, customers can securely complete transactions using their mobile devices. This reduces friction in the payment process, leading to quicker payments and improved cash flow for businesses. Additionally, it enhances the customer experience by providing a fast, easy, and contactless payment option, which is especially beneficial in today's fast-paced, digital-first world.

Forms

Unlock seamless data collection and enhance customer engagement with customizable forms that integrate effortlessly into your marketing workflows!

Efficient Data Collection: Forms streamline the process of gathering information from users, whether it's for lead generation, surveys, or feedback. They simplify data collection and ensure you capture the required details accurately and efficiently.
Customization and Branding: With customizable forms, you can tailor the design and fields to match your brand's aesthetic and specific needs. This allows you to create a cohesive and professional experience for users, reinforcing your brand identity.
Automated Workflows: Integrating forms with your CRM or marketing automation tools enables you to set up workflows that trigger actions based on form submissions. This can include sending follow-up emails, assigning tasks to team members, or updating contact records, thus improving overall efficiency.
Enhanced User Experience: Well-designed forms are user-friendly and intuitive, which can lead to higher completion rates. By providing a seamless experience, you can ensure that users are more likely to provide the information you need.

Workflow and Automation

Streamline your business processes and boost efficiency with powerful workflow automation that works for you around the clock!

Increased Efficiency: Automating repetitive tasks saves time and reduces the likelihood of human error. This allows your team to focus on more strategic and creative activities that require their expertise and attention.
Consistent Customer Experience: Automated workflows ensure that every customer interaction is handled in a consistent manner, providing a seamless and reliable experience. This helps build trust and satisfaction among your customers.
Scalability: As your business grows, workflows and automations make it easier to scale your operations without significantly increasing your workload. You can handle larger volumes of tasks and communications without compromising on quality or efficiency.
Data-Driven Insights: Automations provide valuable data and analytics on various processes, enabling you to track performance, identify bottlenecks, and make informed decisions. This helps optimize your operations and improve overall productivity.

Ultra

All Professional Features; plus...

Funnels

{{location.name} funnels streamline your marketing efforts, maximizing lead capture, nurturing, and conversions through intuitive automation and seamless integration.

Increased Lead Conversion: Funnels guide prospects through a structured journey, optimizing each step to convert visitors into leads and leads into customers efficiently.
Enhanced Customer Segmentation: By capturing detailed information at various stages, funnels allow you to segment your audience and tailor your marketing efforts for more personalized and effective communication.
Automated Marketing: With automation features, funnels handle follow-ups, nurturing, and sales processes automatically, freeing up your time to focus on other critical aspects of your business.

Memberships & Products

Unlock exclusive benefits and elevate engagement with EffectiveCRM.ai Memberships & Products, designed to streamline community interactions and boost your offerings.

Revenue Growth: By offering exclusive memberships and products, you can create additional revenue streams and incentivize repeat purchases.
Enhanced Customer Loyalty: Memberships foster a sense of belonging and exclusivity, leading to increased customer loyalty and long-term retention.
Streamlined Management: The platform simplifies the management of memberships and products, allowing you to easily track sales, manage member access, and deliver premium content.

SMS & Email Templates

Effortlessly streamline your communications with EffectiveCRM.ai’s customizable SMS & Email Templates, designed to enhance engagement and save you time.

Time Efficiency: Pre-designed templates save you time, allowing you to quickly send professional and consistent messages without starting from scratch.
Enhanced Engagement: Well-crafted templates improve communication effectiveness, increasing the likelihood of your messages being read and acted upon.
Brand Consistency: Templates ensure that all communications reflect your brand's voice and style, maintaining a cohesive and professional appearance.

Proposals and Estimates

Elevate your business efficiency with EffectiveCRM.ai's Proposals and Estimates, streamlining the process of creating, sending, and managing client quotes and agreements.

Streamlined Process: Easily create, send, and manage client quotes and agreements, saving time and reducing administrative workload.
Professional Appearance: Present polished and consistent proposals that enhance your brand image and impress clients.
Improved Accuracy: Ensure accurate pricing and details with customizable templates, reducing the risk of errors and miscommunication.

Email Marketing / Campaigns

Boost your outreach and engagement effortlessly with EffectiveCRM.ai's Email Marketing and Campaigns, designed to deliver personalized messages and drive conversions.

Intelligent Scheduling: AI-powered tools optimize schedules based on preset rules and preferences, ensuring appointments are set efficiently. They consider variables like time zones, business hours, and buffer times between appointments, making the process seamless
24/7 Availability: Unlike human schedulers, AI tools are available around the clock, without needing rest periods or holidays. This means potential leads can be scheduled at any time, increasing the chances of capturing more appointments
Real-Time Communication: AI chatbots can interact with leads in real-time, answering questions, qualifying leads based on predefined parameters, and scheduling appointments instantly. This immediate interaction can significantly boost lead conversion rates

Yext Integration

Seamlessly enhance your local SEO and online presence with EffectiveCRM.ai's Yext Integration, ensuring your business information is consistent and accurate across the web.

Consistent Business Listings: Ensure your business information is accurate and up-to-date across hundreds of directories, improving your local search visibility.
Enhanced SEO: Boost your local search engine optimization (SEO) efforts, making it easier for potential customers to find your business online.
Time Savings: Save time and effort by managing all your business listings from one centralized platform, eliminating the need for manual updates across multiple sites.