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

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 managementYYY
Secure client portalYYY
Customized billing & invoicing workflowsYYY
E-signable estimatesYYY
Accept payments through various integrations: Stripe, Square, Paypal & VenmoYYY
Online scheduling & Business calendarYYY
Zoom integrationYYY
Business performance reportsNNY
Online lead capturing widgetYYY
Automated campaignsNN

Send & customize

automated campaigns

Email campaign recipients *N500010000
Reserve with Google integrationYYY
Two-way texting with clientsNNY
Email & SMS marketing campaignsNYY
Monthly SMS credit – inside US **100250500
Monthly SMS credit – outside US **2050100
Online couponsNYY
Remove “Powered by CRM 1 Stop” from online assetsNYY
Automated billingYYY
Automated remindersYYY
SMS notifications & remindersNYY
Customize email templates & notification schemesNNY
Google Analytics, QuickBooks integrationNYY
Zapier integrationNNY
Set-up & installation session (45 min.)$99 per session$99 per session$99 per session
SupportEmailEmail + PhonePriority
HIPAA Compliant + BAANYY

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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