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100% customizable Small Business System with everything you need to start building and automating your business.

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You agree to receive SMS updates. Rates apply. Opt-out anytime.

*First month pricing includes $199 set up fee - Pricing in CAD

What's Included

  • All CRM Features Listed Below Plus:

  • Up to 3 Users

  • Proven Lead Generating Funnels

  • Complete Sales Tracking Pipeline

  • Appointment Booking Calendars

  • Appointment Booking Automation

  • Instant Lead Notifications & Follow-Ups

  • Database Reactivation Campaigns

  • 1 on 1 Onboarding & Account Setup

  • 24/7 Live Chat & Zoom Support

We accept the following cards

Frequently Asked Questions

Can I Cancel Anytime?

Yes! You can cancel anytime if you are not satisfied with our services. Although, we know you're gonna love us!

All you need to do is send us an email to [email protected] and we'll cancel your account, making sure you won't be charged again.

No questions, just a hassle-free process.

Are there additional fees?

The monthly subscription covers your access to the platform and allows for unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages, which is sufficient for most businesses.

Plus, we also provide you with complimentary credits to get you started!

Do you offer support?

Yes! Our complimentary White Glove Service ensures you have 24/7 support. We provide you help documents, video how to tutorials, step-by-step guides, interactive user guides, and have over 40 experts available through our Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be successful!

Do I get training?

We're here to make sure you are set up for success! We set up and train you how to use ClientSuite. You will schedule 2x 1 hour on-boarding calls: One call to go through the technical set up of the ClientSuite platform and another call with our white-glove on-boarding team to get you started with the most important features of ClientSuite. After your on-boarding is complete we are available 24/7 for live chat support and unlimited scheduled Zoom support calls.

What happens after I sign up?

You will immediately receive a Welcome email with your login information and have full access to the features outlined in your plan. You will be redirected to a welcome page in order to complete the on-boarding survey. This survey will collect some basic information about you and your business and will be used to set up your CRM. After you complete the survey you will be prompted to schedule 2 on-boarding calls: One call to go through the technical set up of the ClientSuite platform and another call with our white-glove on-boarding team to get you started with the most important features of ClientSuite. These calls will help you get set up and learn how to use ClientSuite on a daily basis.

Do you offer refunds?

Unfortunately, due to the digital nature of the product, we cannot offer refunds.

Do I pay for updates - will the price go up?

No! We constantly update our software and add new templates... for FREE! Anytime an enhancement to a feature or a new feature is introduced, they will automatically show up in your account!

As long as you are an active subscriber, your price will remain the same as the day you signed up.

If I choose to cancel my account, will my data be deleted?

Upon cancellation, you have a 3-day window to reactivate your account without losing any data. However, after this 3-day period, for security purposes, all data associated with your account will be permanently deleted from our system. It's crucial you take responsibility for transferring or removing all media assets, customer lists, configured features (templates, workflows, etc.), funnels, websites, and phone numbers from the service before the cancellation date. Once the data is deleted, after the 3-day window following cancellation, it cannot be retrieved. We highly recommend saving your important data or using the account parking option to retain access to your data.

Is there a download for installation?

Absolutely not! ClientSuite was designed with ease of use in mind, eliminating the need for an entire IT department to manage your website. All you need to do is log in, and start clicking!

Is your system equipped to handle the load?

Indeed! ClientSuite is hosted on the world's most extensive public cloud cluster. This setup provides us with virtually limitless scalability in real-time. So, whether you're welcoming 100 visitors or 100,000+ today, it won't affect our performance!

Who has control over my data, content, and subscriber information?

It's all yours! You retain 100% ownership of all content, including your users. ClientSuite does not have any authority to utilize your content or reach out to your users for any purpose. ClientSuite simply serves as a tool for YOU to deliver YOUR content!

How much does ClientSuite cost?

You can purchase an affordable monthly or annual subscription. To learn more about pricing, click here.

Features

ClientSuite Starter

ClientSuite Essentials

ClientSuite Professional

2 Way Text & Email Conversation




Email Marketing




Facebook Messenger




Funnels




Google Business Profile Messaging




Google Business Profile Call Tracking




Missed Call Text Back




Opportunities




Reputation Management




SMS & Email Templates




Text To Pay




Web Chat




Activity Dashboard




Activity Tracking




Alerts /Notifications




Automated Request A Call Back




Automated Review Requests




Call Tracking & Phone Number Pool




Create Tasks & Notes




Create Unlimited Automations




Domain & DNS Management




Drag & Drop Funnel Builder




Electronic Signatures




Email Builder




Email Templates




Lead Opt-in Nurture Emails & SMS




Media Library To Store Docs & Photos




Missed Call Auto Text Back




Missed Call Notifications & Reminders




Mobile Access




Mobile App




Multi-Channel Data Collection




Opportunity Management




Pipeline Managment




Quickbooks Integration




Respond To Reviews




Review Generation




Shopify Integration




SMS Blasts




SMS Drip Campaigns




Unified Conversations Inbox




User Access Controls /Permissions




Web Chat Widget




Workflow Management




Essentials & Pro Features

CRM




Calendars




Communities




Reporting




Surveys




Forms




API Access




Appointment Cancellation & No Show Follow up




Automated Scheduling




Automatic Appointment Reminders




Calendar Sync




Call recording




Client Portal




Contact Management




Customizable Dashboard




Customizable Fields




Customizable Forms




Customizable Reports




Customizable Templates




Data Import / Export




Data Visualization




Document Storage




Engagement Tracking




Forecasting




Form & Survey Builder




Friends & Family Referral System




Group Scheduling




Happy Birthday Email/SMS



Lead Management



Lead Management



List Management



Performance Metrics



PreDesigned Holiday Emails



Recurring Appointments



Sales Reports



Sales Trend Analysis



Smart Contact List



Task Management



PreLoaded with Over 200 Ready To Use Automations



Professional Features

Blogs



Campaigns



Invoicing



Memberships & Course Builder



Proposals & Estimates



Social Media Calendar & Posting



Trigger Links



Triggers



Websites



Automated Invoice Reminders



Automated Responses



Auto-Responders



Campaign Analytics



Campaign Management



Campaign Tracking



Create Unlimited Products One Off & Recurring



Create Unlimited Websites



Email Campaign Management



Keyword SMS Marketing



Landing Pages / Web Pages



Make Outbound Calls



Marketing Automation



Online Payments



Payments & One Off Invoices



Recurring Invoices



Refunds & Cancellation Request Management



Room Booking



Sales Forecasting



Third Party Integrations



Unlimited Blogs with Full SEO



URL Redirects



Voicemail Drops



Website Analytics



Zapier Integrations with 1000s of Apps



Zoom & Google Meet Integration