Plans & Pricing

ESSENTIAL

$197/mo

Essential Customer Relationship Management (CRM) platform with all the foundational features to support your marketing and automate communication with your audience. Plus tutorials and support to build a powerful marketing engine for your business.

Features include:

  • Onboarding Call
  • Unlimited Contacts
  • Two Team Members
    • Add unlimited additional team members for $57 setup and $30/mo
  • Social Media Planner
  • Reputation Management
  • Basic Automation
  • Text Marketing*
  • Missed Call Text Back*
  • Website Chat Widget
  • Facebook Messenger
  • Email Marketing
  • Lead Capture Forms
  • Booking Calendar
  • Unlimited Funnels
  • $20 Complimentary Sending Credits*
  • And more!

Plus,

Email support, or drop-in to our weekly support Zoom call to get your questions answered and hear how others are using DashboardCRM.

Set Up - $300

During setup, we will connect your account to Google, Outlook or iCloud and set up one booking calendar with up to two users. We will create one custom workflow with an embedable opt-in form and create one branded email template to get you started.

PREMIUM

$397/mo

Premium CRM with advanced features including robust reporting, sales pipeline and membership websites.

Features include:

  • All ESSENTIAL Features
  • Unlimited Contacts
  • Five Team Members Included
    • Add unlimited additional team members for $57 setup and $30/mo
  • Sales Pipeline
  • Surveys
  • Memberships
  • Websites & Blogs
  • All Reporting
  • Invoicing
  • Affiliate Manager
  • $30 Complimentary Sending Credits*
  • And more!

Includes

Priority email support with live chat or zoom support if needed.

Or Drop-in to our weekly support Zoom call to get your questions answered and hear how others are using DashboardCRM.

 

Set Up - $500

During setup, we will connect your account to Google, Outlook or iCloud and configure up to 2 booking calendars with up to 5 team members. We will create two custom workflows with embedable opt-in forms and create two branded email templates to get you started. 

*phone, text & email sending, external zaps (data transfer), and AI usage fees are based on volume so you only pay for what you use. All plans include complimentary “Credits” for use during initial setup and testing.

$10 Credit equals approximately 300 calls, 500 texts or zaps, 10,000 emails, 35,000 Ai-generated words or 50 Ai-generated images.

Additional Credits may be added at any time to enable higher volumes.

Enhance Your Marketing Engine Over Time

Enhance your marketing CRM over time and take your business to new heights with the help of our talented team.

From onboarding new users to building out customized workflows, configuring automated email campaigns, and creating complex sales funnels, we’ve got you covered. The best part? You only pay for what you need.

Each support credit is priced at just $57. With just one support credit, many tasks, such as onboarding a new team member or automating a single email, can be completed.

The process is simple.

  1. Submit a support request.
  2. Our team will review the request and, within 24 hours, inform you of the number of credits needed and the estimated completion time for your project.
  3. When you’re ready to get started, purchase the required credits and we’ll get it done!

Enhancing your marketing engine has never been easier. Join DashboardCRM, the A.I.-enabled Marketing Platform for Small Business, and witness the difference.

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