- Reduce the hassle of managing (& paying for) multiple systems
- Save time
- Streamline your business data
- Better data to help guide your business growth
CRM: Client Record Management
Manage your clients, appointments, communications and payments from 1 Place
Secure Portals:
Provide clarity for both your client and you! They will:
- Pay you
- View messages from your business
- Book appointments with you
- get in touch…
Scheduling Made Simple:
- Customize your business & personal availability
- Invite clients to book online meetings and in-person meetings
- Easy Zoom integration
- Send automatic reminders and follow ups
Invoice, charge, collect and record payments from one place:
- Customize friendly automated payment reminders
- Create, share, and track special offers with coupons
Marketing
- Turn your website into a marketing machine and add CRM 1 Stop’s pop-up widget to invite clients and leads to book, pay, give you a call or send you a message directly from your homepage.
- Design, send, and track marketing campaigns via email or text
- Send automated birthday greetings
Watch a quick part of how a CRM works.
Pricing
1 Member Pricing
Essentials
Package
$
39
00
per Month -
$39 per month when billed annually / $49 monthly
Business
Package
$
65
00
per Month -
$65 Per Month When Billed Annually / $79 Monthly
Popular
Platinum
Package
$
95
00
per Month -
$95 per month when billed annually / $119 monthly
2-4 Members
Business
Package
$
85
00
per Month -
$85 Per Month When Billed Annually / $105 Monthly
Platinum
Package
$
119
00
per Month -
$119 per month when billed annually / $139 monthly
Compare Our 1 Member Packages
| 1 Member Pricing | |||
Essentials Package $39 per month when billed annually ($49 monthly) | Business Package $65 Per Month When Billed Annually ($79 Monthly) | Platinum Package $95 Per Month When Billed Annually ($119 Monthly) | |
| Client management | Y | Y | Y |
| Secure client portal | Y | Y | Y |
| Customized billing & invoicing workflows | Y | Y | Y |
| E-signable estimates | Y | Y | Y |
| Accept payments through various integrations: Stripe, Square, Paypal & Venmo | Y | Y | Y |
| Online scheduling & Business calendar | Y | Y | Y |
| Zoom integration | Y | Y | Y |
| Business performance reports | N | N | Y |
| Online lead capturing widget | Y | Y | Y |
| Automated campaigns | N | N | Send & customize automated campaigns |
| Email campaign recipients * | N | 5000 | 10000 |
| Reserve with Google integration | Y | Y | Y |
| Two-way texting with clients | N | N | Y |
| Email & SMS marketing campaigns | N | Y | Y |
| Monthly SMS credit – inside US ** | 100 | 250 | 500 |
| Monthly SMS credit – outside US ** | 20 | 50 | 100 |
| Online coupons | N | Y | Y |
| Remove “Powered by CRM 1 Stop” from online assets | N | Y | Y |
| Automated billing | Y | Y | Y |
| Automated reminders | Y | Y | Y |
| SMS notifications & reminders | N | Y | Y |
| Customize email templates & notification schemes | N | N | Y |
| Google Analytics, QuickBooks integration | N | Y | Y |
| Zapier integration | N | N | Y |
| Set-up & installation session (45 min.) | $99 per session | $99 per session | $99 per session |
| Support | Email + Phone | Priority | |
| HIPAA Compliant + BAA | N | Y | Y |
Compare Our 2-4 Members Packages
2-4 Members | ||
| Business Package $85 Per Month When Billed Annually ($105 Monthly) | Platinum Package $119 Per Month When Billed Annually ($139 Monthly) |
Client management | Y | Y |
Secure client portal | Y | Y |
Customized billing & invoicing workflows | Y | Y |
E-signable estimates | Y | Y |
Accept payments through various integrations: Stripe, Square, Paypal & Venmo | Y | Y |
Online scheduling & Business calendar | Y | Y |
Zoom integration | Y | Y |
Business performance reports | N | Y |
Online lead capturing widget | Y | Y |
Automated campaigns | N | Send & customize automated campaigns |
Email campaign recipients * | 5000 | 10000 |
Reserve with Google integration | Y | Y |
Two-way texting with clients | N | Y |
Email & SMS marketing campaigns | Y | Y |
Monthly SMS credit – inside US ** | 250 | 500 |
Monthly SMS credit – outside US ** | 50 | 100 |
Online coupons | Y | Y |
Remove “Powered by CRM 1 Stop” from online assets | Y | Y |
Automated billing | Y | Y |
Automated reminders | Y | Y |
SMS notifications & reminders | Y | Y |
Customize email templates & notification schemes | N |
|
Google Analytics, QuickBooks integration | Y | Y |
Zapier integration | N | Y |
Set-up & installation session (45 min.) | $99 per session | $99 per session |
Support | Email + Phone | Priority |
HIPAA Compliant + BAA | Y | Y |
Connect with a Marketing Consultant
Contact us now and let us find the right plan for you.
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