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Automated Workflows

Imagine It. Automate It. Achieve More.

Why do I need Workflows?

Workflow automation frees up your time and reduces overhead by handling repetitive tasks, ensuring consistency, and minimizing errors. With CRMX, you can focus on growing your business while automation takes care of lead follow-ups, customer management, and team coordination—helping you do more with less.

Trigger Anything

A trigger is the starting point of an automation, like a new lead, purchase, or appointment. With CRMX, you can set up triggers for virtually any event, ensuring the right actions happen automatically. This flexibility allows you to customize workflows that perfectly fit your business needs.

86 Actions And Counting...

CRMX offers 86+ automated actions, from sending emails and SMS to updating records, across marketing, sales, operations, and more. Combine triggers with actions to automate complex processes, giving you the power to scale and optimize every aspect of your business.

What will Automation do for you?

⚙️ Boost Efficiency

Streamline repetitive tasks and processes, allowing your team to focus on higher-value activities that drive growth and innovation.

🤑 Increase Sales

Automate lead follow-ups, nurture sequences, and sales funnels to convert more prospects into paying customers with less effort.

😊 Enhance Customer Experience

Deliver timely and personalized interactions that keep your customers engaged and satisfied, improving retention and creating loyal fans.

🙌 Improve Team Collaboration

Ensure your entire team is on the same page by automating internal notifications, task assignments, and project updates, reducing miscommunication and delays.

⌛️Save Time and Money

Cut down on manual work and reduce the need for additional hires, leading to significant savings on both time and operational costs.

📈 Scale with Confidence

With automated workflows in place, you can scale your business operations without the growing pains, ensuring consistency and quality at every stage of your business.

CRMX gives you everything you need to market, sell, and deliver your products effortlessly.

Plus save you more time to work on your business instead being stuck working in it.

Manage and communicate with your contacts, appointments, deals and more

Build and automate any business process for sales, marketing, and operations effortlessly.

Create unlimited websites and funnels with included hosting.

Easily manage affiliates, links, and commissions.

Use a universal inbox for email, SMS, chat, FB DM, IG DM, and WhatsApp.

Seamlessly connect all your tools through webhooks, API, or Zapier.

Get comprehensive dashboards and reporting for all your data.

Create forms and surveys to capture leads and more.

Build unlimited courses, free and paid access and more.

Host private, paid, and free communities online.

Manage multiple pipelines with custom sales stages.

Handle subscriptions and payments smoothly.

Convert more leads into sales automatically with built in follow up automations.

Schedule posts, stories, and reels across multiple platforms and channels effortlessly.

Schedule email and SMS broadcasts with automated timely follow-ups.

Handle leads, have real conversations, and book appointments directly into your calendar.

Create, publish, and manage engaging blog posts to drive traffic and boost SEO.

Customers manage orders, profiles, documents, and more.

Sell physical and digital goods, track inventory seamlessly.

Automate online reviews, plus AI-driven automatic company replies on each review.

Create individual or group calendars, round robins, group classes, bookings, and more.

Automatically create and send legal documents like proposals, agreements, and contracts.

FAQ's

Can I upgrade at any time?

Yes, you can upgrade or downgrade between Pro, Xtreme, and Unlimited within your account. Or just let our team know when you're ready to upgrade and we'll take it from there. [email protected]

What are data charges? And How Much Will It Cost Me Each Month?

Data charges are for Calling Texting, and Emails.

Text Messages

Text messages are charged per segment of characters sent. Without getting too complicated in explaining what that means, you can expect an average cost to be approximately $.0119 cents per text message. This charge applies for outgoing and incoming text messages. That's about $10 per 840 text message segments.

Phone Calls

Calls are $.021 cents per minute to make calls and $.0128 cents per minute to receive calls. That's about $10 per 475 outbound phone calls (averaging 1 min per phone call).

Emails

Outbound emails are $.0014 cents per email. That's approximately $10 per 7,145 emails sent (super affordable!). Incoming emails are free.

Phone Numbers

Phone numbers are $1.20/month per phone number.

Average: The average CRMX client spends approximately $20 per month on data charges.

If you plan on sending high volume text and email campaigns each month, then be sure to account for the data charges in your outbound marketing budget.

Note: All the prices listed here are subject to change at any time due to varying factors including fluctuations in carrier rates.

How do I cancel my free trial?

It's really simple. Log in to your account and cancel inside the settings menu. You can also click the support chat within your app and let us know, we'll help you out. Or email [email protected] to request to cancel your trial. Be sure to request to cancel your free trial 24 hrs before your trial ends.

Do you have an annual payment plan?

Yes, contact support to save 15% on our annual plans.

Are there start up fees or contracts?

There's a mandatory $350 setup fee. So your first payment will include the setup fee. After that, you pay monthly and cancel anytime right from within the app. Note: there are no refunds for partial months or if you choose not to use it for several months.

Do I own the data inside my CRMX account?

Yes, any data you add to your account is yours. We do not access, sell, or rent any data from our clients... That's illegal... And anyone that would do this should be tortured and made to eat worms for life.

Do you integrate with Zapier?

Yes, we give you a special invite to our custom Zapier integration once you enroll. You'll be able to connect to thousands of other applications via Zapier.

Do you have a mobile app?

Abso-freakin-lutely! We have iOS and Android mobile apps. Search for CRMX and download it. You'll use the same login as you do with the desktop browser.

Can I add users with Pro and Xtreme Editions?

Pro Edition includes up to 2 users. Xtreme Edition includes up to 10 users. Unlimited Edition gives you unlimited users.

You cannot add users for a per user cost. If you want more users than your current edition offers, you must upgrade to the next Edition. We designed the pricing this way so it saves you hundreds (if not, thousands) per month in "per user" fees.

You can also restrict sales reps to only see the contacts, sales opportunities, and calendar items assigned to their user.

How do I get support if I run into a problem or need help?

We have a full support team ready to help you Monday-Friday, 9am-6pm central. You can choose from our live super fast chat support or you can submit tickets anytime of the day and we'll get back to you with an answer and solution quickly. Unlimited Edition includes VIP support where you can request a live screen share with our support team during our support hours.

Do you have tutorials and trainings to help get started fast?

Absolutely! We help you in THREE ways.

One, we have a video tutorial library that is constantly growing to help every little question or solution you're looking for.

Two, we have live trainings/Q&A sessions several times per week with our expert team to show you how to do the "basics"... or "advanced" stuff you're wanting to do with your CRMX account.

Three, we have CRMX Academy. This is series of robust training courses that can train you and your team members on how to use the platform based on the role they play on your team. If they are an admin, they can go through the Administrative Course. If they are in sales, they can choose from our "Setter" or "Closer" courses to get them up to speed quickly. Plus many more courses that address the main roles inside a business.

Does this really include a funnel builder and website builder?

Yep, it does. You can cancel any other funnel builder accounts and save immediate money (saves at least $1,000 per year). It also includes your website hosting, so there's another $100-200 per year saved.

What if I already have a GHL account?

If you already have a GoHighLevel account (the platform/backbone software we use to build CRMX), we do NOT offer to share a copy of CRMX to your existing GHL account. If you want to use the extraordinary benefits of the CRMX system, you'll need to invest in our entire CRMX product that we've invested several years building. This is not just a copy of GHL, far from it. We've completely customized GHL to become CRMX and we're proud to bring it to the industry. We are constantly improving the system and adding more features on a weekly basis. Many of our clients cancel their current GHL account and transfer to CRMX because we've already done all the heavy lifting and built it for the home service industry to maximize their leads, sales, and raving fans.

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