We offer two core options: the Base CRM + our proprietary technology Mindy, or the CRM + our proprietary technology Mindy + Market Launch bundle (which includes our AI ads builder and optimizer). We also offer Market Launch Standalone for businesses with an existing CRM. The specific monthly cost for each option is detailed during a consultation to ensure you select the best tier for your business needs.

The CRM + our proprietary technology Mindy is ideal for: • Small businesses needing CRM + automated marketing with expert support • Businesses that want AI-powered marketing without managing it themselves • Companies needing appointment booking and automation • Anyone who wants an "Business BFF" assistant to handle tedious marketing tasks • Businesses wanting the first CRM designed specifically for small businesses

Market Launch is an AI-powered ads builder and optimizer created by our proprietary technology Mindy. It: • Builds advertising campaigns automatically • Optimizes ads 24/7 for best performance • Tests different audiences and creative constantly • Reduces your cost per lead over time Do you need it? Start with the Base CRM if you're just getting organized, and add Market Launch when you're ready to run paid ads.

Marketing On Demand is a special offer: When you purchase a minimum monthly value in services (like content creation, SEO, or ads management), you get the CRM FREE—you just pay a low monthly communication fee! This is a great way to acquire the CRM while investing in other core marketing services.

Our CRM is a Custom Built Marketing Software designed specifically "by marketers for marketers." It features capabilities like ads building and marketing on demand, allowing you to place fully managed marketing orders as needed. It focuses less on complex B2B sales processes and more on direct revenue attribution, cross-platform ad optimization (via built-in data logic), and providing a centralized environment for SEO, website management, and lead tracking.

Yes, the CRM is a modern, cloud-based platform accessible via a web browser. We push minor updates and performance improvements weekly, with major feature releases occurring quarterly.

The CRM includes a full suite of marketing tools anchored by our Ads Builder and Optimizer for maximized campaign performance. Beyond that, it features robust automation capabilities such as email sequencing, drip campaigns, task automation, and a visual sales pipeline management tool. Lead scoring is integrated, allowing marketers to prioritize leads based on website visits, email engagement, and form submissions.

We offer seamless integration with core marketing tools, including Google Analytics, major social media platforms, and ad platforms (Google Ads, Meta Ads). For complex data or legacy system integration, we utilize standard API connection methods.

Our pricing is typically tiered based on the feature set and the volume of contacts/users. For agency partners, it's often bundled with service packages, and for direct clients, we offer a scalable model starting with core features and scaling up for advanced automation or enterprise-level user counts.

Training is provided through structured sessions, detailed help documentation, and 24/7 expert guidance and coaching integrated directly into the CRM Portal for step-by-step strategy development and campaign optimization training.

We adhere to industry-standard encryption protocols (SSL/TLS) and host data on secure, enterprise-grade cloud servers. The CRM has built-in features to assist marketers with compliance, such as managing opt-in/opt-out status and handling data deletion requests.

Yes, the platform includes a task management module that allows for the assignment of follow-up activities to sales or marketing staff directly from a lead's record, ensuring seamless transition from lead generation to qualification.

The CRM uses automated UTM tagging and first/last-touch attribution models to track leads from their initial source (e.g., Google Ads, Geofencing, Organic Search) right through to conversion, providing highly accurate ROAS and ROI calculation.

Yes, the platform offers built-in Website Building functionality, which includes user-friendly editors for creating high-converting landing pages and managing website architecture directly within the marketing suite.

Absolutely. The CRM is designed for collaborative team environments, allowing for simultaneous access with role-based permissions to ensure data integrity and focused collaboration between marketing, sales, and management.

The CRM features a visual pipeline (often Kanban-style) that allows sales reps to move qualified leads through the stages, while the marketing team can track the performance of their campaigns based on how quickly and effectively leads advance through the pipeline.

ROI measurement is available through three primary channels: 1) Live Dashboard for real-time data access; 2) Monthly Reports provided to our managed marketing clients; and 3) Our proprietary technology Mindy's Tools, our self-serve feature within the CRM, which allows users to run complex calculations like ROAS and Lead-to-Customer conversion analysis instantly.

Yes, the CRM is equipped with a secure REST API, enabling clients or partners to build custom integrations with unique in-house tools or specialized third-party software.

While the user interface is English-focused, the CRM's content management and email automation systems fully support multi-language content deployment and segmentation based on a lead's declared language or geographic location.

The platform tracks and records all user interactions, including website visits, form submissions, email clicks, and ad engagement. This behavioral data is used to automatically create dynamic segments for hyper-personalized marketing automation and ad targeting.

MINDY is an acronym that represents the core capabilities of our proprietary technology and platform:

Marketing Automation Mastery

Intuitive Interface & Insights Network Segmentation

Navigation Data-Driven

Decision Platform

Yield Optimization System