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.

Solo Pro — Business in a Box ($125/mo or $1,000/yr)

Who it’s for: solopreneurs who want funnels + automation to sell faster.

Adds to Solo Basic:

Funnels & Landing Pages: High-converting pages for lead magnets, webinar signups, offers and checkouts—built with drag-and-drop sections.

Automated Campaigns: Welcome sequences, nurture drips, abandoned-cart follow-ups and re-engagement flows—fire automatically when people act.

Workflows & Triggers: Point-and-click rules that say “if this happens, do that”—tag a contact, send a text, start a sequence, assign a task.

SMS & Email Template Library: Done-for-you templates for promotions, reminders and follow-ups—edit the copy, press send.

Opportunities (Deals): A visual pipeline showing each deal by stage, value and owner. Forecast revenue and remove bottlenecks.

Invoices & Text-to-Pay: Create invoices, collect payments via secure links and let customers pay from their phones in seconds.

Facebook Messenger & Google Business Messages: Talk to customers from the channels they already use; all messages land in your unified inbox.

Google Business Call Tracking: Track which calls came from your Google Business Profile so you can double down on what’s working.

Website Builder & Blog: Launch a clean, mobile-ready site and publish articles without plugins or developers.

Surveys & Memberships: Collect deeper feedback and create members-only content or courses to build recurring revenue.

Proposals & Estimates: Beautiful proposals with e-signature and “click to accept” to cut sales cycles from days to minutes.

Enhanced Reporting: See funnel conversion rates, email/SMS performance and revenue trends in one place.

10 Account users or admins included

15000 Contact limit included