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Smarter Together

The ultimate AI-powered CRM for small businesses.

Why do I need a CRM... And Why CRMX?

A CRM (Customer Relationship Management) allows you to handle the entire customer journey—from prospects to support—by effortlessly combining scheduling, events, and sales pipelines with CRMX. Landing new customers is awesome, but keeping them is where real growth happens. The good news? Building strong relationships with your customers is easier than ever with our unique and powerful CRM features baked into CRMX.

Smart Lists

With our smart lists, you can segment your leads using any variable you want—tags, custom fields, and custom values. This lets your CRM show you exactly who you want to see, and communicate with your targeted smart lists or contact groups precisely when you need to. Effortlessly tailor your outreach and stay laser-focused on your most valuable prospects.

AI built-in

AI in your CRM automates appointment booking, tasks, provides smart insights, and personalizes customer experiences. It predicts trends and enhances decision-making, turning your CRM into a powerful tool for efficiency and growth. Get ahead with a CRM that’s not just organized but intelligent.

Personalized Data

CRMX’s Contact Custom Fields let you tailor your contact records to capture the specific information that matters most to your business. Create custom fields for anything from customer preferences to important dates, ensuring you have all the details at your fingertips. This feature helps you personalize interactions and maintain comprehensive, organized records, making it easier to build stronger relationships with your customers.

Unified Communication

With CRMX’s Contact Conversation Management, all your customer interactions are in one place. View and manage emails, SMS, calls, and chat history directly within the contact record. This unified approach ensures that every team member is on the same page, providing seamless communication and a consistent customer experience. Never lose track of a conversation again.

Complete Record Keeping

Contact Documents and Transactions feature ensures that all critical files and transaction details are stored in one place. Upload contracts, invoices, and other important documents directly to the contact record, and track purchase history with ease. This centralized storage simplifies document management, enhances record-keeping, and makes it easy to access the information you need to support your customers effectively.

Stay Organized

Notes and Appointments feature allows you to keep detailed notes and schedule appointments directly within the contact record. Easily track customer interactions, set reminders for follow-ups, and ensure that every meeting is documented. This feature helps you stay organized, manage your time effectively, and ensure that no detail is overlooked in your customer relationships.

Activity Insights

Web History and Task Management features give you a complete view of each contact’s online behavior and assigned tasks. Track website visits, page views, and form submissions, then tie those insights to specific follow-up actions. Manage tasks efficiently within the contact record, ensuring that nothing falls through the cracks and that each lead is nurtured effectively.

What will CRMX AI do for you?

🙋‍♂️ Manage customer support

AI will handle all incoming chat from SMS, Facebook DM's, and Instagram DM's

📆 Book appointments

Automatically book appointments with ease, freeing up your time for more important tasks.

📝 Write email copy

Generate compelling email copy effortlessly, saving you time and boosting your communication effectiveness.

👨‍💻 Write website and funnel copy

Create engaging website and funnel copy and images instantly, driving conversions and enhancing your online presence.

📲 Handle incoming leads

Efficiently manage incoming leads, ensuring no opportunity slips through the cracks.

✍️ Write social media posts

Craft eye-catching social media posts, boosting your online engagement effortlessly.

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?

Yes, there’s a setup fee—think of it as your “No-Procrastination” insurance! Your first payment will include the setup fee, and after that, it’s just smooth sailing with monthly payments. You can cancel anytime right from within the app (no awkward break-up calls required).

Now, why the setup fee? Because, let’s be real—95% of people need a little hand-holding to unlock the full awesomeness of CRMX. Without it, you’d probably procrastinate, and we can’t let you miss out on the magic. Consider the setup fee our way of saving you from wasted time, headaches, and endless “I’ll do it tomorrow” moments. You’ll thank us later! 🎉

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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