Price

Basic CRM Features

• AI-Powered Conversational Booking Bot: Engage and convert leads automatically with a sophisticated AI chatbot.
• Call, SMS, Email, and Social Media Messaging: Communicate with your contacts through their preferred channels—all from one platform.
• Automatic Appointment Booking: Simplify scheduling by allowing clients to book appointments directly through an intuitive system or through the AI-powered Chatbot.
• Unlimited Calendars: Coordinate and track all your important appointments with unlimited calendar integration – even have a separate calendar for each preneed rep.

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Enhanced CRM Features

• Automate Customer Journey & Lead Nurturing: Streamline your lead nurturing process with automated workflows that guide prospects through the sales funnel.
• At-A-Glance Sales Dashboard: Quickly assess your marketing and sales performance with a comprehensive, easy-to-navigate dashboard.
• Unlimited Customized Pipelines: Tailor your sales pipelines to match your unique funeral processes with unlimited customization.
• AI Content and Workflows: Enhance your marketing and customer interactions with AI-driven content creation and management workflows.
• Email Blasts and Campaigns: Execute targeted email marketing broadcasts and campaigns to engage and inform your audience.
• Generate Detailed Reports: Make informed business decisions with detailed analytics and reporting on your CRM activities.
• Unlimited Contacts: Manage as many contacts as you need, allowing your database to grow as your business expands without worrying about contact limits.
• Sales Phone System: Incorporate a fully integrated phone system to streamline sales rep communication.
• Trigger Links to Segment Leads: Use trigger links in your communications to automatically categorize and segment leads based on their actions.
• Integrated Customer Feedback Tools: Collect and manage customer feedback efficiently to improve service and client satisfaction.
• Real-Time Alerts and Notifications: Stay informed with real-time alerts on customer activities and team performance.
• Mobile CRM Access: Access your CRM on the go with a fully functional mobile app that keeps you connected to your prospective client families.
• Customizable Dashboard: Adapt your CRM dashboard to display the most relevant information for your business needs.

Digital Marketing Add-ons

Digital Advertising: $395 / month

• Google Ads – Search: Target potential clients effectively with precision-targeted Google Search advertising campaigns.
• Google Ads Display, Facebook & Instagram Ads: Expand your reach & engage audiences on websites and the most popular platforms with tailored, AI-generated ads.

SEO and Reputation Management: $295 / month

• Automatic Review Requester and Responder: Automate the process of requesting and responding to reviews, improving your reputation management.
• Google and Facebook Review Management Tools: Maintain control over your online reputation with comprehensive tools for managing reviews on key platforms.
• Review Score Dashboard: Monitor your performance and gather insights with a dashboard dedicated to tracking reviews and feedback.

Social Media Posting: $295 / month (max. 10 posts)

• Social Media Management and Post-Scheduling: Streamline your social media strategy with tools for managing posts and scheduling them in advance.
• Multi-channel Campaign Coordination: Coordinate marketing efforts across multiple channels from a single dashboard to ensure consistency and maximize impact.
• Dynamic Content Personalization: Utilize AI to personalize content dynamically across your digital platforms, enhancing user engagement and conversion rates.

Online Newsletter: $195 / edition

• Newsletter: Keep your community updated and engaged with regular, AI-generated newsletters that can be managed and distributed directly through the CRM.

COMING SOON…

Preneed:

• Funnel Builder: Design and deploy customized marketing funnels specifically tailored for pre-need engagement.
• Website Builder: Easily create and manage websites dedicated to pre-arrangement services, enhancing your online presence.
• Form and Survey Creation Tools: Collect valuable information from potential client families with customizable forms and surveys designed for the preneed market.
• Chat Widget: Engage visitors in real-time on your website with a chat widget tailored for preneed inquiries.