$149/mo
Communication & A.I usages fees may apply
30+ CRM tools for managing sales, marketing, and business operations in one place.
Unlimited users and contacts with no extra fees.
Access your CRM on mobile or desktop anytime.
24/7 live chat tech support for immediate assistance when needed.
Zoom troubleshooting support sessions available by request.
Comprehensive knowledge base and step-by-step tutorials.
In-depth academy training course to help you master the platform.
No contracts - cancel anytime
$299/mo
Communication & A.I usages fees may apply
Includes everything in Standard Plan
Onboarding Specialist: Personalized support for CRM setup, training, and guidance to help you skip the steep learning curve.
CRM Consulting: Regular calls to help you fully leverage the platform (available for the first 3 months)
Customizable Templates: Access to CRM automation templates for Lead Management, Appointment Booking, Client Onboarding, Feedback & Reviews, Referral Submissions, and Nurturing & Reactivation systems, plus many more!
Sign Up Bonus: Get 10 hours of Done-For-You automation template customization ($500 Value)
No contracts - cancel anytime
$799/mo
Communication & A.I usages fees may apply
Includes Everything in Pro Plan
Account Manager: A dedicated project manager who deeply understands your industry and business needs and delegates tasks submitted by you.
Tech Specialist: Hands-on support for Done-For-You CRM automation projects.
Conversation A.I Specialist: We build, train, and customize chatbots with a knowledge base tailored to your business, so they can follow up, qualify leads, and schedule appointments
Up to 10 hours: The team dedicates up to 10 hours per month to work on your projects, allowing you to focus on your business. (Additional hours are available if needed)
3 month commitment
Lead Management System
Automated Lead Capture: Capture leads automatically from forms and inbound inquiries, minimizing manual input.
Smart Qualification: Filter leads with conditional logic to focus on the highest quality prospects.
Seamless Progression: Move leads through stages based on actions for optimized follow-up.
Prioritized Focus: Keep your team working on the most qualified leads to maximize conversions.
Appointment Booking System
Automated Scheduling: Enable clients to book their own appointments online, synced with your calendar.
Qualified Bookings: Ensure only pre-qualified leads can schedule, reducing no-shows and improving call success.
Automated Confirmations: Send automated confirmations and reminders to keep appointments on track.
Organized Calendar: Sync bookings with your calendar, ensuring everything runs smoothly and efficiently.
Communication & A.I usages fees may apply
Automated Welcome Emails: Send personalized welcome emails and resources to new clients automatically.
Task Automation: Automate key onboarding tasks like contract signing and setup appointments.
Standardized Experience: Guarantee a smooth and consistent onboarding journey for every client.
Track Progress: Monitor client onboarding stages in one central dashboard to stay on top of progress.
Automated Review Requests: Automatically request feedback and reviews from clients after interactions.
Follow-Up Reminders: Send reminders to clients to encourage more feedback and boost review counts.
Reputation Building: Gather consistent positive reviews to enhance your online presence and credibility.
Review Management: Track and manage reviews from a single platform for easy organization.
Easy Referral Submission: Let clients submit referrals with ease using an automated referral system.
Automated Follow-Ups: Prompt clients with reminders to submit referrals, increasing your referral flow.
Reward Automation: Automatically reward clients for successful referrals to encourage more.
Referral Tracking: Track and manage referrals efficiently from a single, organized dashboard.
Automated Follow-Ups: Nurture leads and clients with automated follow-ups based on behaviour.
Bulk Personalized Texting: Send targeted messages to clients for reactivation or special offers.
Conversational AI: Automate responses and appointment bookings with AI, saving time and effort.
Birthday & Seasonal Messages: Keep clients engaged with personalized birthday and seasonal updates.
Ready to get started?
Yes, you can book a live demo here. Additionally, the best and most interactive way is to start a free 7 day trial of our standard plan and watch a demo inside your own account!
Apart from your plan subscription, you'll encounter rates for Communication & AI Usage. To give you a sense, with just $10 USD, you can get roughly 385 call minutes, or 665 text segments, or 7145 emails. Here's a breakdown:
Call Minutes: $0.026/min to make, $0.017/min to receive
Phone Numbers: $2.30/mo
Text Messages: $0.015/segment (160 characters per segment)
Conversation AI: $0.01/message
Emails: $0.0014/email
Email Verifications: $0.002625/verification
Premium Workflow Actions: $0.0105/premium action
Content AI: $0.0945/1000 words, $0.063/image
Workflow AI: $0.0315/workflow AI
Please note: Communication & AI rates are billed in USD, while the software account subscription rates are in CAD.
The initial tech setup call is a vital one-hour Zoom session. Our team will guide you through activating your phone number, integrating your domain for landing pages and email marketing, connecting social media accounts, and linking your Google business, among other setup tasks to ensure a robust foundation.
All our plans come with 24/7 Live Chat Support, Zoom Calls, and access to our extensive Knowledge Base. Expert product consultants with digital marketing & SaaS experience are also available to help you.
ePlatform supports all types of service-based businesses, from small mom-and-pop shops to medium-sized companies. We help coaches, consultants, trades, health and wellness sectors, and more. With our comprehensive selection of business operations and growth tools, we rarely find a business we can't help.
All The Tools In One Place. Perfect For The Do-It-Yourself Entrepreneur With Our Expert Guidance
Unlimited Contacts & Users
Knowledge Base & Help Tutorials
Mobile App & Desktop App
24/7 Tech Support - Live Chat & Zoom
A.I Appointment Booking Chatbot
Property Management Leasing Automation
Accountant Client Onboarding Automation
Yes, a free trial is available for the Standard Plan for 14 days. Afterwards your credit card is charged for $147/month if you choose to stay on the Standard Plan.
Yes, you can book a live demo here. Additionally, the best and most interactive way to experience our AI chatbot is to try the one available on this website right now. This hands-on approach allows you to see the chatbot's capabilities and how it can benefit your business in real-time.
Apart from your plan subscription, you'll encounter rates for Communication & AI Usage. To give you a sense, with just $10 USD, you can get roughly 385 call minutes, or 665 text segments, or 7145 emails. Here's a breakdown:
Call Minutes: $0.026/min to make, $0.017/min to receive
Phone Numbers: $2.30/mo
Text Messages: $0.015/segment (160 characters per segment)
Conversation AI: $0.01/message
Emails: $0.0014/email
Email Verifications: $0.002625/verification
Premium Workflow Actions: $0.0105/premium action
Content AI: $0.0945/1000 words, $0.063/image
Workflow AI: $0.0315/workflow AI
Please note: Communication & AI rates are billed in USD, while the software account subscription rates are in CAD.
The initial tech setup call is a vital one-hour Zoom session. Our team will guide you through activating your phone number, integrating your domain for landing pages and email marketing, connecting social media accounts, and linking your Google business, among other setup tasks to ensure a robust foundation.
All our plans come with 24/7 Live Chat Support, Zoom Calls, and access to our extensive Knowledge Base. Expert product consultants with digital marketing & SaaS experience are also available to help you.
Yes, we provide tailored solutions to meet your specific business needs, including custom Done-For-You automation project builds. Our sales team is ready to discuss your requirements and create a solution that fits perfectly.
ePlatform supports all types of service-based businesses, from small mom-and-pop shops to medium-sized companies. We help coaches, consultants, trades, health and wellness sectors, and more. Our pre-built automation systems cater to professional firms like accountants and bookkeepers, as well as real estate companies, including residential property management. With our comprehensive selection of business operations and growth tools, we rarely find a business we can't help.
Unlimited Contacts & Users
Knowledge Base & Help Tutorials
Mobile App & Desktop App
Yes, a free trial is available for the Standard Plan for 14 days. Afterwards your credit card is charged for $147/month if you choose to stay on the Standard Plan.
Apart from your plan subscription, you'll encounter rates for Communication & AI Usage. To give you a sense, with just $10 USD, you can get roughly 385 call minutes, or 665 text segments, or 7145 emails. Here's a breakdown:
Call Minutes: $0.026/min to make, $0.017/min to receive
Phone Numbers: $2.30/mo
Text Messages: $0.015/segment (160 characters per segment)
Conversation AI: $0.01/message
Emails: $0.0014/email
Email Verifications: $0.002625/verification
Premium Workflow Actions: $0.0105/premium action
Content AI: $0.0945/1000 words, $0.063/image
Workflow AI: $0.0315/workflow AI
Please note: Communication & AI rates are billed in USD, while the software account subscription rates are in CAD.
The initial tech setup call is a vital one-hour Zoom session. Our team will guide you through activating your phone number, integrating your domain for landing pages and email marketing, connecting social media accounts, and linking your Google business, among other setup tasks to ensure a robust foundation.
All our plans come with 24/7 Live Chat Support, Zoom Calls, and access to our extensive Knowledge Base. Expert product consultants with digital marketing & SaaS experience are also available to help you.
Yes, we provide tailored solutions to meet your specific business needs, including custom Done-For-You automation project builds. Our sales team is ready to discuss your requirements and create a solution that fits perfectly.
ePlatform supports all types of service-based businesses, from small mom-and-pop shops to medium-sized companies. We help coaches, consultants, trades, health and wellness sectors, and more. Our pre-built automation systems cater to professional firms like accountants and bookkeepers, as well as real estate companies, including residential property management. With our comprehensive selection of business operations and growth tools, we rarely find a business we can't help.
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