Your CRM is more than just a tool...
It’s the engine that drives your business. Whether you need setup assistance, expert AI assistance, or a powerful marketing upgrade, we’ve got a solution designed to take you to the next level.
Your CRM is more than just a tool...
It’s the engine that drives your business. Whether you need setup assistance, expert AI assistance, or a powerful marketing upgrade, we’ve got a solution designed to take you to the next level.
SETUP
PACKAGE
For those looking to get help setting up or modifying their Agent CRM account essentials.
WHAT'S INCLUDED
1 Bundle Setup: Fully Setup Your Account for One Product
Fast-Track Setup: Get your account up and running in record time.
3 Hours of 1-1 Help: Set up your account over Zoom with a personal tech member - customize automations, and get you fully up and running.
1-1 Coaching: Learn how use the system and speed up your success with Agent CRM.
$199
RECRUITMENT
PACKAGE
For those looking to dial in their Agency Recruitment system.
WHAT'S INCLUDED
1 Recruitment Bundle Setup: Fully Setup Your Account for Recruitment Bundle
Fast-Track Setup:
Get your account up and running in record time.
10 Hours of 1-1 Help: Set up your account over Zoom with a personal tech member - customize automations, and get you fully up and running.
1-1 Coaching: Learn how use the system and speed up your success with Agent CRM.
$750 Agency Credit:* Save on an upgrade to any Agency Plan. Book Consultation for detail.
$750
*Book an Agency Consultation to find our more details on plan upgrade options. BOOK HERE
MARKETING+
UPGRADE TRIAL
For those looking to generate more leads through Facebook ad campaigns
WHAT'S INCLUDED
*Trial Upgrade: Try the Agent CRM marketing upgrade for 14 days.
Meta Ads Launching Tool: Launch ads directly from your dashboard.
Pre-Tested Ad Library: Access 30+ proven ad kits
1-1 Help With First Ad: Launch your new ad with expert guidance
Daily Ad Review Sessions: Optimize campaigns with expert guidance.
Downgrade Anytime: Choose to keep or reduce
$0*
$194/month after 2 week trial
Your Agent CRM billing cycle will reset and billing for Agent CRM with Marketing+ will renew at $194/month unless you downgrade or cancel before the renewal date.
AGENT CRM
ANNUAL PLAN
For those looking to save on their Agent CRM subscription.
12 Months : Agent CRM
Pay for 10 months, get 2 free.
$970
Save $194
MARKETING+
ANNUAL PLAN
For those looking to save on their Agent CRM with Marketing+ subscription.
12 Months : Agent CRM with Marketing+
Pay for 10 months, get 2 free.
$1940
Save $338
LOANNE
VOICE AI
For those looking for an AI virtual receptionist.
WHAT'S INCLUDED
Lead Response & Booking: Instantly answers new leads and books appointments.
Automated Follow-Ups: Follows up with leads and clients automatically.
24/7 Inbound Call Handling: Answers common questions and transfers smartly.
CRM-Synced Custom Conversations: Uses your scripts and logs everything automatically.
Unlimited Minutes: All Ai phone minutes included in monthly subscription.
$495
/month
What is
1-1 Expert Help
Work one-on-one with our expert team to set up and customize your system. Top up your account with block of hours and schedule 1-hour sessions at your convenience.
Get assistance with:
• Advanced workflows
• Funnels
• Launching ads
(Marketing+ required for 1-1 ad launches)
Read more about Expert Help
What is
Marketing+?
With this upgrade to Agent CRM, you will receive all of our best marketing resources for generating new leads.
Includes our built-in simple ad launcher tool and proven ad content. Access to our Ad Experts is also included to guide you to success.
Agent CRM = $97/month
Agent CRM with Marketing+ = $194/month
What is
Expert 1 on 1 Help
Work one-on-one with our expert team to set up and customize your system.
Get assistance with:
• Advanced workflows
• Funnels
• Launching ads
(Marketing+ required for DFY ad launches)
What is
Marketing+?
With this upgrade to Agent CRM, you will receive all of our best marketing resources for generating new leads.
Includes our built-in simple ad launcher tool and proven ad content.
Find out more about Marketing+
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