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Everything in Starter +
Sales Funnels
Sales Opportunities & Pipelines
Email Marketing & Email Builder
SMS & Email Template Builder
Referral System
Invoicing
Automated Nurture Sequences
Appointment Reminders
Appointment Cancellation & No Show Follow up
Automatic Invoice Reminders
Happy Birthday Email/SMS
Unlimited Workflow Automation
5 Users
$60 Complimentary Credits Per Month
The Starter Plan is designed for businesses that are starting out on their marketing journey by giving you a system for capturing leads, following up and securing the appointments as soon as possible, reducing the chances of you losing leads and call in through the gaps.
The Professional Plan move beyond the essential by giving you more ways to attract and nurture prospects for future sales, even when they are not buying from you now, once they are in your pipeline your chance of securing a sales increase. This is for businesses looking for scalable growth, the advanced automation capability will save you an enormous amount of time while delivering consistent results, making your marketing and sales process scalable at all stages.
The Business Plan caters to companies aiming to accelerate their growth by identifying and focusing on the aspects of their marketing and sales avenue that is giving them the highest ROI through comprehensive tools such as reporting and analytics, link tracking to identify popular content, and customer feedback surveys. Additionally, it is designed for businesses seeking an integrated marketing and sales solution, encompassing SEO-friendly blogging, affiliate manger program, membership and course builder, and the ability to seamlessly integrate automation with third-party systems like Google Sheets.
Yes! You can cancel anytime.
The monthly subscription covers your access to the platform and allows for you to have all in one marketing and sales capabilities. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $20 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses.
We also provide you with complimentary credits to get your started.
If you want to do your call, texting and marketing email inside our all in one integrated system, it cost $0.042 per minute of outbound call, $0.0237 per SMS segment and $0.002 per email.
$20 dollars will give you about 10,000 emails or 1,000 text messages.
We also provide you with complimentary credits to get your started.
*Call and SMS rate are for US, please contact us for your location's rate if you are based in other location..
A technical set up call will cover the configuration setup to connect your account to your social media accounts and ensure call, SMS, email are working.
As part of your onboarding, there will be an hour long training session to guide you on the features and workflows.
YES! We provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be fully successful!
We want to make sure you are set up for success, so help you get set up and train you on how to use TrueEdge CRM on a day to day basis.
If you are on the Starter Plan, you have access to our self help library of help docs, video how to tutorials, step-by-step guides, interactive user guides, and Live Chat tech support.
If you are on our Professional and Business Plan, in addition to the above help, you'll also be be greeted with a hour long training session and technical set up call as part of your onboarding. You'll experience a white-glove onboarding experience to get you ready to grow your business.
The sky is the limit when it comes to automation inside our True Edge CRM! You can create your own automation on the Professional and Business Plan. If you want to save time and outsource the implementation, you can engage us on a project basis to setup the workflow for you.
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks
Social Media Management
Website Chat Widget
Forms & Surveys
Online Appointment Booking
Membership & Course Builder
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Autodialer
All In One Inbox
Automate Tasks
CRM & Sales Pipeline
Invoicing & Payments
Review & Reputation Management
Reporting & Analytics