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The Professional Plan

Perfect for small businesses that are ready to scale beyond their peers

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4.9/5 star reviews

Here's what you get:

Everything in Essentials, plus
AI Appointment Setting
Web Chat
Hosted Website(s)
Social Media Planner
Payments
Forms
Workflow and Automation
30-day FREE trial

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$297 per month

"Took us to new levels..."

"EffectiveCRM has been instrumental in getting our business ready to scale. It streamlined our operations, gave us better insights into our customer base, and freed up time to focus on growth. With everything organized and accessible, we're confident we can expand without missing a beat."

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Satisfaction guarantee

You get a 14 day FREE trial, and you can cancel anytime after that as well if you're not seeing the results you hoped for

STILL GOT QUESTIONS?

Frequently Asked Questions

What features does the EffectiveCRM platform offer?

EffectiveCRM provides contact management, sales pipeline tracking, email integration, task automation, and reporting tools to help businesses manage customer relationships efficiently.

Is EffectiveCRM suitable for small businesses?

Yes, EffectiveCRM is designed to meet the needs of small to medium-sized businesses, offering scalable solutions that grow with your company.

Does EffectiveCRM integrate with other software?

EffectiveCRM integrates with various third-party applications, including email services, marketing tools, and accounting software, to streamline your business processes.

Is there a mobile app for EffectiveCRM?

Yes, EffectiveCRM offers a mobile application compatible with iOS and Android devices, allowing you to manage your customer relationships on the go.

How secure is my data with EffectiveCRM?

EffectiveCRM employs robust security measures, including data encryption and regular backups, to ensure your information is protected and confidential.

Can I customize the EffectiveCRM platform to fit my business needs?

Yes, EffectiveCRM offers customizable features and workflows, allowing you to tailor the platform to your specific business requirements.

Does EffectiveCRM offer a free trial?

EffectiveCRM provides a free trial period, enabling you to explore the platform's features and determine if it aligns with your business needs before committing.

How easy is it to migrate data to EffectiveCRM?

EffectiveCRM offers data migration assistance and tools to help you seamlessly transfer your existing customer information into the platform.