Marketing Software

Plans

$99/mo

Starter Plan

A comprehensive investor CRM and automation platfrom

Up to 1000 Contacts
Core CRM
Pipeline Management
Lead Capture
Auto Followups with SMS/Email/Phone
Chat Bots and Built-in Assistants
Analytics
Email Support / Knowledge Base
$10 New Signup Credit for SMS
$50 addt'l 1000 contacts

$295/mo

Pro Plan

All of the Starter Plan plus w funnel builder, and Calendar scheduling

Up to 5000 Contacts
Everything on Starter plan, and:
Landing Page/ Funnel Builder
Built In Scheduling
Referral System
3 User Accounts
Email Support / Knowledge Base
Phone Support
$25 New Signup Credit for SMS
$30 addt'l 1000 contacts

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Enterprise

All Pro Plan features plus one-on-one onboarding and custom success plans

Everything on Starter plan, and:
Unlimited Contacts
Done For You Services
Data Importing
A.I. Automation
WordPress Website Option
Referral System
Priority Phone Support