How small businesses like yours
grow with CRMX
See how we stack up
against others
How CRMX customers
are getting massive results
Mail and Calendar
Sync contacts, calendars, and emails seamlessly with Google services.
Outlook
Calendars
Integrate emails and calendars directly into your CRMX workflows.
Apple Calendar
Calendars
Keep all your appointments in sync with Apple Calendar.
Stripe
Payments
Easily manage payments and subscriptions with Stripe integration.
Authorize.net
Payments
Securely process payments and manage transactions with Authorize.net.
PayPal
Payments
Accept payments effortlessly with PayPal’s trusted platform.
NMI
Payments
Streamline payment processing through NMI’s flexible gateway.
Square
Payments
Handle payments and point-of-sale transactions with Square.
Razorpay
Payments
Simplify payments and invoicing with Razorpay’s versatile tools.
EasyPayDirect
Payments
Manage high-risk payments securely with EasyPayDirect.
Noomerik
Payments
Automate financial workflows and reporting with Noomerik.
Verifone (Formerly Linked2Checkout)
Payments
Connect checkout processes seamlessly with Linked2Checkout.
Shopify
Online Stores
Sync your e-commerce data and manage sales with Shopify.
Clio
Billing & Invoicing
Integrate legal practice management for streamlined operations.
Quickbooks
Bookkeeping
Sync your accounting and financial data with QuickBooks.
Google My Business (GMB)
Online Search & Reviews
Keep your business info updated across Google.
Slack
Team Chat
Boost team communication and collaboration with Slack integration.
Zapier
Integrate Almost Anything
Automate tasks by connecting CRMX to thousands of apps via Zapier.
Shippo
Shipping
Simplify shipping processes and track orders with Shippo.
Social Media Posts
Connect with clients and leads through LinkedIn.
TikTok
Social Media Posts
Engage with audiences by integrating TikTok marketing data.
YouTube
Social Media Posts
Track and optimize video performance with YouTube data.
Calendly
Calendars
Automate scheduling and appointments through Calendly.
Zoom
Online Meetings
Seamlessly schedule and join video meetings with Zoom.
Google Meet
Online Meetings
Host and manage meetings directly from Google Meet.
Prospect Bacon
Lead Generation
Automatically capture and manage leads from Prospect Bacon.
Solar Exclusive Ads
Lead Generation
Directly sync leads from Solar Exclusive into CRMX.
Meta Lead Ads
Lead Generation
Sync Facebook and Instagram social media leads in real-time.
Google Ads
Lead Generation
Capture and convert Google Ads leads instantly.
YouTube Ads
Lead Generation
Seamlessly funnel YouTube ad leads into your pipeline.
Other CRM's
CRM and Marketing Automation
Integrate with other CRM's like Keap, ActiveCampaign, Hubspot, and more.
Private Integrations
Custom API
Custom integrations tailored to your unique business needs.
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.
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]
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.
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.
Yes, contact support to save 15% on our annual plans.
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.
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.
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.
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.
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.
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.
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.
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.
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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