The Startup CRM Account gives your business access to the core tools needed to organize leads, manage contacts, track opportunities, communicate with prospects, and build the foundation for stronger follow-up. It's ideal for businesses that need the CRM platform and zoom support to help them set up custom funnels, automations, AI agents, campaigns, and more. With Startup plan you get 1 subaccounts, with Startup Plus you get 3 subaccounts and unlimited daily support.

CRM & Client Management

• Pipeline Management: Track leads and opportunities through custom sales pipelines.

• Contact Management: Store and organize client information, segment contacts, and track communication history.

• Lead Scoring: Prioritize leads based on engagement and behaviors.

• Team Collaboration: Allow team members to collaborate, assign tasks, and manage contacts.

Marketing Automation

• Email Marketing: Build automated email campaigns with customizable templates and triggers.

• SMS Marketing: Send automated text messages, reminders, and follow-ups.

• Funnels & Landing Pages: Create sales funnels and landing pages to capture leads.

• Website AI chatbot: Install a chat on your website to capture visitors in real-time.

• Form & Survey Builder: Create custom forms and surveys for lead capture and feedback collection.

• Call Tracking: Track and record inbound and outbound calls with clients.

• 2-Way Text Messaging: Allow SMS conversations directly from the platform.

• Custom QR Codes: Customize QR codes with colors, logos, or unique shapes to match branding.

Unlimited Websites, Funnels, Stores, Forms, and Surveys

• Unlimited Websites & Funnels: Build as many websites and funnels as you need.

• Prebuilt Customizable Templates: Ready-to-use templates that you can fully customize to fit your brand.

• Drag-and-Drop Builder: Easily edit websites and funnels with no coding required.

• Mobile-Responsive & SEO-Friendly: All sites and funnels can be optimized for mobile and search engines.

• Built-In Analytics: Track performance and conversions with detailed analytics.

• On-Demand Webinars

Sales & Lead Management

• Appointment Scheduling: Integrate calendars and allow clients to book meetings directly.

• Lead Nurturing: Automate follow-up sequences to keep leads engaged.

• Opportunity Tracking: Track and update lead status through different stages of the sales cycle.

• Task Management: Set up reminders, tasks, and deadlines for follow-ups.

Workflow Automation

• Automation Builder: Create complex workflows that automate lead engagement, client communications, and task assignments.

• AI-Powered Automations: Use AI to manage conversations, follow-up reminders, and lead engagement.

Social Media & Ads

• Social Media Scheduling: Schedule and publish posts to social media platforms like Facebook, Instagram, and LinkedIn.

• Facebook & Google Ads: Run and manage ad campaigns directly from the platform.

• Reporting & Analytics: Track ad performance, lead sources, and overall marketing metrics.

AI Agents

• AI receptionist for both incoming and outgoing calls can be set up for business to answer missed calls, set up appointments and opportunities, follow up with prospects, and keep conversations moving. It needs to be trained on your business to answer common questions, capture lead details, and help schedule appointments through your connected calendar.

• Website AI chatbot can be trained on your services, common questions, and appointment path so visitors can get answers without waiting for a manual response. It can capture lead information, guide prospects toward scheduling, and support a smoother first step from website visit to booked conversation. Live chat option gives your team a way to step in when a conversation needs a real person. SMS chat option helps continue the conversation by text so prospects do not disappear after leaving your website.

Reporting & Analytics

• Funnel Analytics: Track conversion rates and performance metrics of marketing funnels.

• Call Analytics: Monitor call durations, results, and lead conversion rates.

• ROI & Performance Reports: Analyze the return on investment for ad campaigns and marketing efforts.

Please note there are some presets in the system but most of these features need to be setup and customized for your business.