100% customizable Small Business System with everything you need to start building and automating your business.
You agree to receive SMS updates. Rates apply. Opt-out anytime.
*First month pricing includes $199 set up fee - Pricing in CAD
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
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.
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!
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!
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.
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.
Unfortunately, due to the digital nature of the product, we cannot offer refunds.
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.
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.
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!
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!
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!
You can purchase an affordable monthly or annual subscription. To learn more about pricing, click here.
ClientSuite Starter
Facebook Messenger
Funnels
Automated Request A Call Back
Create Tasks & Notes
Drag & Drop Funnel Builder
Media Library To Store Docs & Photos
Missed Call Auto Text Back
Missed Call Notifications & Reminders
Multi-Channel Data Collection
Opportunity Management
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
Communities
Reporting
Surveys
Forms
API Access
Appointment Cancellation & No Show Follow up
Automatic Appointment Reminders
Calendar Sync
Call recording
Client Portal
Contact Management
Customizable Dashboard
Customizable Fields
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
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