$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
Dedicated Onboarding Specialist: Personalized support to ensure smooth setup and training.
CRM Consulting: Regular calls to help you fully leverage the platform.
Sign Up Bonus: 10 hours of DFY template customizations ($749 Value)
Customizable Automation Templates: Automated sales pipeline, calendar automation, lead generation, review automation, referral automation, birthday automation, seasonal top-of-mind automation, payment automation
Learn more about Automation Systems here
No contracts - cancel anytime
$999/mo
Communication & A.I usages fees may apply
Includes Everything in Pro Plan
DFY Setup: Full customization and management of CRM, lead generation, and business workflows by our expert team.
DFY Service: Continuous support for refining and optimizing automations and systems.
Dedicated Success Manager & Tech Expert: Personalized support to optimize and manage your systems.
Expert Support via Slack: Direct access to our team for real-time feedback and guidance.
Monthly Performance Reports: Data-driven optimization to enhance overall business performance.
3 month program - then month to month
Automated Pipeline
Capture Leads Automatically: CRM adds leads from website forms, no manual entry needed.
Move Leads Through Stages: Automatically move leads through stages based on their actions.
Stay Organized: Track lead progress, ensuring no one is overlooked.
Automated Nurturing: Engage potential clients with follow-up sequences to boost conversions.
Calendar Automation
Seamless Online Booking: Enable clients to schedule appointments through your website, email, or text.
Automated Confirmations & Reminders: Automatically send confirmations, reminders, and follow-ups to minimize no-shows.
Effortless Organization: Keep your calendar synced and up to date without manual input.
Always Accessible: Allow clients to manage their appointments anytime with easy rescheduling options.
Website Optimization: Add call tracking, chat widgets, and forms to capture leads and boost engagement.
Client Intake Forms: Use conditional logic to collect the right info from leads at the right time.
Embedded Calendar Automation: Allow clients to book appointments through an integrated calendar.
Lead Magnet Setup: Capture leads with a form and automatically deliver your offer via email or text.
Automated Nurturing: Engage leads with follow-up emails and texts to boost conversions.
Request Reviews Automatically: Set up your CRM to automatically request feedback after each service.
Boost Positive Reviews: Direct clients with positive feedback to leave a Google review.
Handle Negative Feedback: Privately address concerns before they go public.
Ongoing Reputation Management:
Protect and maintain your online reputation effortlessly.
Automated Birthday & Milestone Messages: Automatically send personalized emails and texts for special occasions.
Build Client Loyalty: Show clients you care, fostering long-term relationships.
Stay Top of Mind: Keep your business in clients’ thoughts throughout the year with timely messages.
Effortless Engagement: Set it up once, and the system ensures you never miss a special day.
Design a lead magnet offer to attract high-quality prospects.
Set up a landing page with an optimized opt-in form to collect contact information.
Automate follow-up emails and SMS sequences to nurture leads into paying clients.
Turn prospects into customers through a strategic lead nurturing process.
Birthday Automation
Automated Birthday & Milestone Messages: Automatically send personalized emails and texts for special occasions.
Build Client Loyalty: Thoughtful messages foster loyalty and long-term relationships.
Stay Top of Mind: Keep your business in clients' thoughts throughout the year with timely reminders.
Effortless Engagement: Set it up once, and the system ensures you never miss a special day.
Automated Monthly Campaigns: Set up recurring email and SMS campaigns with timely, relevant content.
Seasonal Reminders & Offers: Deliver seasonal tips or exclusive offers to stay top of mind.
Subtle Referral Reminders: Encourage word-of-mouth marketing with gentle referral program mentions.
Effortless Engagement: Stay connected year-round without manual effort, driving client interaction.
Automated Order Forms & Checkout Pages: Streamline payments with optimized forms and checkout pages.
Post-Sale Automations: Trigger follow-up emails or texts, like order confirmations and receipts.
Payment Tracking & Notifications: Automate notifications for received or overdue payments, keeping cash flow in check.
Seamless Client Experience: Ensure a smooth payment process from start to finish with automated workflows.
Ready to get started?
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.
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.
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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