$199
/month
Never Miss an Opportunity
For small businesses that need the fundamentals of lead and customer follow-up.
🗂️ CRM & Contact Management
🎯 Lead Pipeline
📞 Missed-Call Text Back
📧 Email & SMS Follow-Up
📅 Booking Calendar
🔔 Appointment Confirmations
⏰ Appointment Reminders
📥 Lead Notifications
📋 Lead Capture Forms
⭐ Automated Review Requests
⚙️ Basic Customer Workflows
📊 Activity Dashboard
Automation Growth
⭐⭐⭐ $999 setup
$349
/month
Automate Your Customer Journey
Everything in Essential, plus more sophisticated sales and customer automation.
🟢 Everything in Essential Plus
🤖 AI Conversation Assistant
🧲 Lead Qualification
🔄 Automated Lead Nurturing
🗂️ Advanced Sales Pipelines
📲 Multi-Channel Follow-Up
💳 Payment Links & Invoicing
👋 Customer Onboarding Automation
🔁 Customer Reactivation
⭐ Reputation Automation
📅 Advanced Appointment Workflows
📊 Conversion Reporting
Automation Pro
$1,499 setup
$499
/month
AI-Powered Business Automation
Once you’re integrating custom workflows and complex processes, implementation varies dramatically by business.
🔵 Everything in Growth Plus
☎️ AI Voice Receptionist
🤖 Advanced AI Conversations
📲 AI Appointment Assistance
🧠 Intelligent Lead Routing
🎯 Advanced Lead Qualification
🔀 Multi-Step Business Workflows
👥 Team Task Automation
💰 Sales & Payment Automation
🔄 Advanced Customer Reactivation
📊 Advanced Performance Dashboard
🔌 Custom Integrations
Add-Ons
| Add-On | Suggested Pricing | What You Get |
|---|---|---|
| 🌐 Additional Landing Page | $149/page | Dedicated page for a campaign, promotion, service, offer, or lead-generation initiative. |
| 📍 Additional Business Location | $99/mo | Additional location setup with workflows, calendars, contacts, automation, and reporting. |
| 🔌 Custom API / Integration | Custom | Connect specialized third-party software, applications, or business systems. |
| ⚙️ Custom Workflow Build | From $149 | Additional custom workflow designed around a specific business process or operational need. |
| 📊 Custom Dashboard & Reporting | From $149 | Additional KPIs, reporting views, performance metrics, or management dashboards. |
| 📲 Additional Messaging / AI Usage | Usage-Based | Additional AI voice, SMS, email, or other usage beyond the allowance included with your plan. |
* Add-ons are optional and may require additional setup fees depending on complexity.
AI voice, messaging, and certain services may also include usage-based charges.
Automation Plan Comparison
| Feature / Capability | 🟢 AUTOMATION ESSENTIAL | 🔵 AUTOMATION GROWTH ⭐ | 🟣 AUTOMATION PRO |
|---|---|---|---|
| Positioning | Never Miss an Opportunity | Automate Your Customer Journey | AI-Powered Business Automation |
| Best For | Core lead & customer follow-up | Growing businesses ready to automate | Advanced AI & business automation |
| Setup Fee | $499 | $999 | From $1,499 |
| Monthly | $199/mo | $349/mo | From $499/mo |
| 🗂️ CRM & LEAD MANAGEMENT | |||
| CRM & Contact Management | ✓ | ✓ | ✓ |
| Lead Pipeline | ✓ | Advanced | Advanced |
| Lead Capture Forms | ✓ | ✓ | ✓ |
| Lead Notifications | ✓ | ✓ | ✓ |
| Lead Qualification | — | ✓ | Advanced |
| Intelligent Lead Routing | — | — | ✓ |
| 💬 COMMUNICATION & FOLLOW-UP | |||
| Missed-Call Text Back | ✓ | ✓ | ✓ |
| Email & SMS Follow-Up | ✓ | ✓ | Advanced |
| Multi-Channel Follow-Up | — | ✓ | Advanced |
| Automated Lead Nurturing | — | ✓ | Advanced |
| 📅 APPOINTMENTS & BOOKING | |||
| Booking Calendar | ✓ | ✓ | ✓ |
| Appointment Confirmations | ✓ | ✓ | ✓ |
| Appointment Reminders | ✓ | ✓ | ✓ |
| Advanced Appointment Workflows | — | ✓ | Advanced |
| AI Appointment Assistance | — | — | ✓ |
| 🔄 CUSTOMER AUTOMATION | |||
| Basic Customer Workflows | ✓ | ✓ | ✓ |
| Customer Onboarding Automation | — | ✓ | ✓ |
| Customer Reactivation | — | ✓ | Advanced |
| Automated Review Requests | ✓ | ✓ | ✓ |
| Reputation Automation | — | ✓ | Advanced |
| 🤖 AI & INTELLIGENT AUTOMATION | |||
| AI Conversation Assistant | — | ✓ | Advanced |
| AI Voice Receptionist | — | — | ✓ Included* |
| Advanced AI Conversations | — | — | ✓ |
| ⚙️ BUSINESS WORKFLOWS | |||
| Multi-Step Business Workflows | — | — | ✓ |
| Team Task Automation | — | — | ✓ |
| Custom Integrations | — | — | Available |
| 💳 SALES & PAYMENTS | |||
| Payment Links & Invoicing | — | ✓ | ✓ |
| Sales & Payment Automation | — | — | ✓ |
| 📊 REPORTING & PERFORMANCE | |||
| Activity Dashboard | ✓ | ✓ | ✓ |
| Conversion Reporting | — | ✓ | ✓ |
| Advanced Performance Dashboard | — | — | ✓ |
| Get Started | Get Essential | Start Growing | Talk to an Expert |
* AI Voice Receptionist is included with Automation Pro. AI voice, messaging, email and certain communication services may be subject to usage allowances and additional usage-based charges. Custom integrations and complex implementations may require additional setup fees.
