Includes:

• Unlimited users, unlimited contacts, unlimited emails, SMS*

• Mobile app

• 24/7 chat support

• Cajabra University

• AI-bot trained on your brand for on demand content creation

• Social media scheduler

• Surveys, forms, langing pages

• Online appointment booking

• Pre-written nurture campaign for accountants- 1 year of customizable emails in a workflow for prospects

• Email & SMS marketing

• All-in-one inbox integrated with Outlook or Gmail

• Full CRM and sales pipelines

• Automate tasks

• Review and reputation management

• Reporting and analytics

• Up to 7 SEO optimized blogs posts/wk tailored to your firm

• Up to 7 social posts/wk created and scheduled

• List management and segmentation done for you

• A2P approved SMS number for texting and receiving texts

• PIPELINE PULSE TRACKER: Revenue by team member, leads, opportunity pipelines, appointment activity, website traffic, and Google Business Profile traffic- done for you

• Lead magnet email follow up sequences and pipeline built for you

• Appointment booking automations for every meeting type done for you

• Customized proposal templates with eSignature and follow up automation done for you

• Onboarding automation done for you

• Customized monthly newsletter - designed and written for your clients

• Google Business Profile Optimization

• Assistance with setting up premium membership space for your clients

• Customized documentation with step by step instructions for workflows, funnels, automations

  Team training

• Automated reputation and review management

*Must have credit card on file for actual email and SMS usage.