Solo Basic — Business in a Box ($30/mo or $300/yr)

$30/mo or $300/yr • Best for first sales, simple sites, and lead capture
Trial: 30 days • Credits: complimentary starter credits shown in your dashboard

What you get (apps):

Web Chat (site chat bubble)

CRM (contacts, pipeline, tasks)

Forms & Surveys (lead capture)

Calendar (booking & reminders)

Email Marketing (starter broadcasts)

Launchpad (quick setup)

Trigger Links & QR Codes

2-Way Text & Email Conversation

Missed-Call Text-Back

Basic Reporting

Why it sells: a clean, credible online presence + lead capture + 2-way messaging in one login. Perfect entry point for small businesses and side hustles.

Popular add-ons: Funnels, Websites (multi-page), Blogs, Reputation Management, Social Planner, SMS/Email Templates.

Who it’s for: first-time sellers, consultants, local services getting their first leads and bookings.

What’s inside (explained):

Live Website Chat: A chat bubble on your site that lets visitors ask questions and get instant answers, so you capture interest before they bounce.

Two-Way Text & Email Conversations: Send and receive SMS and emails from one shared inbox. Every message is tied to the customer’s record so nothing gets lost.

Missed-Call Text-Back: When you miss a call, the system automatically sends a friendly text asking how you can help—turning missed calls into new conversations.

CRM (Contacts & Pipeline): All contacts, notes, tasks and deal stages in one place. See where every lead is in your process and what to do next.

Forms & Surveys: Drag-and-drop forms and quick surveys for quote requests, intake, feedback and reviews—no coding needed.

Calendar & Online Booking: Publish your availability, accept bookings, send automated confirmations and reminders to reduce no-shows.

Email Marketing (Starter): Send branded newsletters or one-off announcements. Templates included so you can launch in minutes.

Quick Setup (Launchpad): A guided checklist that helps you connect your domain, inboxes and phone numbers with zero technical hassle.

Trigger Links & QR Codes: Generate special links and QR codes that tag contacts, enroll them in campaigns or unlock offers—great for flyers, tables and packaging.

Essentials Reporting: Simple, understandable dashboards that show new leads, appointments booked and messages sent—so you know what’s working.

3 Account users or admins included

7000 Contact limit included

Add-Ons (available on any plan)

AI Employee – $115/mo (included in Advanced Team & Pro Business)

Ad Manager – connect ads to automations & reporting

WhatsApp – official business messaging

Listings – manage your NAP data across major directories

WordPress connector – sync forms, chat, capture, automations

Branded Client Portal Mobile App – your logo, your app

Add-ons that require deployment are billed to your master account; sub-accounts in plans with add-ons included are not charged extra. Build any necessary margin into the SaaS price.

What’s in Each Plan (icon-mapped features)

Use the small service logos from your second screenshots to visually indicate inclusions:

Core Comms & Capture

Web Chat • 2-Way Text & Email Conversation • Missed Call Text-Back • Forms • Calendar • Launchpad • Trigger Links • QR Codes

CRM & Sales

CRM (contacts/pipeline) • Opportunities • Invoices • Text-to-Pay • Proposals & Estimates

Marketing & Funnels

Email Marketing • Campaigns • Workflows & Triggers • Funnels & Landing Pages • SMS & Email Templates • Social Planner • Reputation Management • Facebook Messenger • GMB Messaging • GMB Call Tracking

Content & Web

Websites • Blogs • Memberships • Communities • GoKollab

Intelligence & Reporting

All Reporting (dashboards) • Ad Manager • Listings • AI Employee

Programs

Affiliate Manager • Certificates • Quizzes

Not every feature appears on every tier—see plan cards above. Your tiny icons should mirror this mapping exactly in each plan card.