Our Optimize 360 Platform Core Features - $100/mo.

• Contact & Pipeline Management

  • Unlimited contacts, leads, and custom fields
  • Visual pipeline boards (drag-and-drop deal stages)
  • Automations for stage-based triggers, reminders, and follow-ups
  • Lead scoring via tags, custom fields, and activity history

• Unified Conversations Inbox

  • Two-way SMS/MMS texting (Twilio-powered)
  • Two-way email leveraging your branded domain
  • Facebook Messenger & Instagram DM integration
  • Automated voicemail drops and ringless voicemail campaigns
  • Assignable conversations with internal notes and tags

• Marketing Automations & Campaign Builder

  • Drag-and-drop workflow builder (triggers, actions, delays, conditions)
  • Pre-built templates for lead routing, appointment reminders, and nurture sequences
  • Multi-step drip campaigns for email & SMS (with conditional branches)
  • Error notifications and fallback actions to keep processes running smoothly

• Funnels & Website Builder

  • Drag-and-drop landing page & funnel builder (no coding required)
  • Mobile-responsive editing with desktop/tablet/phone previews
  • Pre-designed templates for lead magnets, webinars, sales pages, and opt-in forms
  • Custom domains or subdomains (e.g., funnels.yourbusiness.com)
  • Built-in A/B split-testing for headlines, page layouts, and CTAs

• Reputation & Review Management

  • Automated review requests via email/SMS after service completion
  • Consolidated monitoring of Google & Facebook reviews in one dashboard
  • Customizable review-request templates and scheduling rules
  • Negative-review alerts (push/email) with pre-written response snippets
  • “Reputation Score” to track overall star-rating trends over time

• Calendar & Appointments

  • Built-in scheduling with multiple staff calendars
  • Embeddable booking widget with real-time availability rules
  • Two-way calendar sync (Google, Outlook, iCloud, Office 365)
  • Automated email/SMS reminders to reduce no-shows
  • Group events/classes support (capacity limits, waitlists, recurring schedules)

• Invoicing & Payments

  • Create and send invoices directly from the platform
  • Accept credit-card, ACH, and Apple/Google Pay via integrated gateway
  • Automated payment reminders (past-due notices, payment confirmations)
  • Recurring billing for subscriptions, memberships, or retainers
  • One-click “Pay Now” links embedded in texts or emails

• Surveys, Forms & Reputation Links

  • Drag-and-drop form builder (contact forms, surveys, NPS, quizzes)
  • Embed forms on any site with a simple script snippet
  • Conditional form logic to show/hide fields based on answers
  • Post-submission automations (add tag, move to pipeline, trigger follow-up)
  • Automatic generation of review-request links after survey completion

• Reporting & Analytics

  • Real-time dashboard: leads, conversions, and revenue by source
  • SMS/email open rates, click-throughs, and unsubscribes
  • Funnel performance metrics: views, opt-in rate, conversion rate
  • Pipeline velocity: average days per stage, deal-value projections
  • Custom report builder with CSV export and automated daily/weekly summaries

• Integrations & API

  • Native integrations: Zapier, Make (formerly Integromat), Facebook Lead Ads, Google Ads, Instagram Ads
  • Automatic Google Analytics & Facebook Pixel embedding on funnels
  • Stripe, PayPal, and other payment-gateway support
  • Open REST-API endpoints for custom CRM/ERP integrations
  • Webhook support for real-time data pushes to external systems

• White-Labeling & Custom Domain

  • Fully custom branding: your logo, color scheme, and domain (e.g., app.yourbrand.com)
  • Custom email-sending domain (DKIM/SPF configured so emails appear “from” you)
  • White-labeled SMS sender ID (shows your business name on Android devices)
  • Custom mobile app (if mobile-app add-on is active) under your own Developer account

• Team & User Permissions

  • Unlimited users per sub-account with granular, role-based permissions
  • Assign read/write/view-only access for contacts, inbox, automations, funnels, reporting, and billing
  • Activity logs to see who edited what and when

• Mobile Access & Notifications

  • Branded iOS/Android app (if mobile-app add-on is active) with push notifications
  • Mobile-optimized UI for inbox, pipeline updates, and appointment management
  • Real-time alerts for new leads, appointments, tasks, and negative reviews

Add-Ons (Optional, Billed Monthly)

• Core Platform Base Subscription – $100/mo

  Activates all workspace features for a sub-account. Once active, you can toggle Core modules on or off as needed.

  Why your business may want this: Ensures that every user gets access to the complete Optimize 360 Platform experience—CRM, funnels, automations, reporting, and more—under your own brand.

• Ad Management – $30/mo

  • Streamline and optimize paid campaigns (Google Ads, Facebook Ads, etc.)
  • Ongoing bid/keyword adjustments and budget pacing
  • Monthly performance reports with ROI tracking
  • A/B testing of ad copy and creatives

  Why your business may want this: Running and refining digital ad campaigns can be time-consuming. With hands-on management, you’ll minimize wasted ad spend, improve lead quality, and see better conversion rates without hiring an in-house specialist.

• Prospecting Tools – $45/mo

  • Advanced lead-generation widgets/forms for your website
  • Targeted list-building, verification, and segmentation
  • Pre-built email-sequence templates for outreach
  • Direct integration with your CRM or pipelines

  Why your business may want this: If you rely on a steady stream of new prospects—whether B2B or local clients—this toolkit automates list-building, ensures data accuracy, and provides copy templates so you can engage leads faster and more consistently.

• Premium Workflow Executions – $40/mo

  • Higher API/workflow limits for complex automations (Zapier/Make/GoHighLevel)
  • Pre-built workflow templates (lead routing, follow-ups, appointment reminders)
  • Custom “if-this-then-that” automations tailored to your business logic
  • Real-time error monitoring and fallback notifications

  Why your business may want this: As your customer journeys become more sophisticated—multiple touchpoints, conditional paths, and integrations—you need a higher execution limit and advanced logic. This add-on ensures no workflow is ever throttled and that errors are caught immediately.

• AI-Powered Virtual Employee – $130/mo

  • Voice AI: Automated inbound call handling and qualification (IVR), appointment booking/rescheduling/cancellation, simple decision-tree logic.
  • Conversation AI: 24/7 website chatbot for FAQs, lead capture, and basic troubleshooting; social media DM bot; escalation logic to route to live agents.
  • Funnel AI: Auto-generate high-converting funnel copy and layout based on your offer (keyword-optimized headlines, bullet points, CTAs).
  • Reviews AI: Automated review request sequences via email/SMS, sentiment analysis on incoming reviews with negative-review flags, auto-responses to positive feedback.
  • Workflow AI Assistant: Scans existing workflows and suggests optimizations; auto-builds new automations from a written description; real-time troubleshooting if a workflow errors.

  Why your business may want this: If you want to offload repetitive tasks—call qualification, chat responses, funnel copywriting, or review management—this add-on acts as a digital assistant, freeing up your team to focus on strategy, customer relationships, and scaling operations.

• Advanced AI Agent (Stammer.ai Integration) – $197/mo

  • 24/7 AI-driven chatbot with advanced natural-language understanding for intelligent lead qualification (asks custom questions, scores by response).
  • Automated customer-service responses drawn from your knowledge base.
  • Smart routing: sales-intended leads go to your Sales Pipeline; support tickets generate in your helpdesk.
  • Customizable conversation flows—upload or build your own dialog trees.
  • Handoff escalation to live agents, with full context/history passed along.
  • Analytics dashboard: AI accuracy scores, response times, lead scoring details, and chat volume metrics.

  Why your business may want this: For businesses that get high chat volume—e-commerce stores, service providers, or software companies—this AI agent can qualify leads around the clock, resolve basic support issues instantly, and ensure no potential customer falls through the cracks, even outside office hours.

• Branded Client Portal App – $130/mo

  • Fully white-labeled iOS & Android app listed under your brand in the Apple App Store & Google Play Store.
  • Push notifications for new leads, appointment reminders, invoice paid/overdue alerts, new reviews, and task assignments.
  • Mobile CRM access: view/add/edit contacts and deals on the go; reply to SMS/MMS and email from the app.
  • In-app booking widget with real-time availability; secure in-app payments via credit card or Apple/Google Pay.
  • Brand customization: logo, colors, splash screen, app icons, and custom store listing.

  Why your business may want this: A dedicated mobile app increases customer engagement—clients can book or pay directly from their phones, receive push reminders, and access their account anytime. It also positions you as a modern, tech-savvy brand and improves client retention by keeping your services front and center.

• WhatsApp Business Integration – $30/mo

  • Connect your business phone number to the WhatsApp Business API.
  • Automated greeting & FAQ flows to answer common questions instantly.
  • Broadcast campaigns with opt-in compliance, audience segmentation, and pre-built templates.
  • Two-way messaging with media support (images, documents, quick-reply buttons).
  • Complete conversation history logged in your CRM with tags/notes.
  • Multi-language support: auto-detect customer language and respond accordingly.

  Why your business may want this: If you serve customers in regions where WhatsApp is the primary messaging platform, you’ll capture leads and handle support where they already are. Automated templates and broadcasts let you send promotions or updates quickly without manual copy-and-paste, boosting open rates and engagement.

• Business Listings Sync – $50/mo

  • Sync business name, address, phone, hours, photos, and website across 70+ directories (Google Business Profile, Yelp, Facebook, Bing, Apple Maps, etc.).
  • Automated duplicate-listing detection and suppression.
  • Weekly “fresh images” upload to Google Business Profile to keep your listing engaging.
  • Category optimization and keyword-rich descriptions for local SEO.
  • Data-consistency monitoring that auto-corrects any third-party changes to your business info.

  Why your business may want this: Inconsistent or outdated directory listings can cost you local leads. This add-on ensures that your phone number, address, and hours are uniform everywhere, improving your local search rankings, reducing negative reviews due to incorrect info, and boosting overall brand trust.

• Business Listing Management (Full Service) – $197/mo

  • Hands-on Google Business Profile management: weekly posts (offers, events, updates) with optimized copy and images.
  • FAQ section upkeep: answer new customer questions promptly.
  • Ongoing review monitoring (positive & negative) with custom response templates.
  • Monthly “Local Pulse” report showing: GBP views, searches, clicks, direction requests, calls, and review trends (star-rating changes, sentiment breakdown).
  • Monthly photo updates: upload new interior/exterior images optimized for local keywords and metadata.

  Why your business may want this: For brick-and-mortar or service businesses relying heavily on local customers—restaurants, clinics, salons—active GBP management drives foot traffic, builds trust through prompt review responses, and keeps your listing fresh. The monthly reports help you measure ROI and adjust tactics.

• Personal SEO Guru – $300/mo

  • Monthly one-hour strategy call to review KPIs, organic rankings, traffic trends, and set new goals.
  • Three custom content pieces per month (blog posts, service-page updates, or resource guides).
  • Detailed on-page optimization: title tags, meta descriptions, schema markup, header structure.
  • Off-site link-building guidance: high-authority guest post opportunities, email outreach templates, and follow-up sequences.
  • Conversion-rate optimization (CRO) advice: heatmap session recordings, CTA placement suggestions, A/B test planning for headlines and layouts.
  • Priority email and chat support with 24-hour response times.

  Why your business may want this: If you need consistent, data-driven SEO improvements without hiring an in-house specialist, this option gives you a dedicated resource. You’ll steadily climb search rankings, publish optimized content regularly, and improve site conversions based on expert advice.

• Growth Acceleration Services (SEO Services) – $497/mo

  • Full technical SEO audit (site speed, crawlability, indexability, mobile usability).
  • Comprehensive keyword research and content gap analysis.
  • Ongoing content creation: weekly or bi-weekly blog posts, pillar pages, case studies, and local landing pages.
  • Conversion-rate optimization testing: heatmaps, session recordings, funnel analysis, and A/B tests for headlines, form length, and images.
  • Monthly performance monitoring: rank tracking (desktop & mobile), organic traffic growth, backlink profile expansion.
  • Custom KPI dashboard with automated email reports.
  • Priority support and on-demand strategy calls as needed.

  Why your business may want this: For companies aiming to dominate their niche—especially competitive industries—this turnkey service covers everything from deep technical fixes to aggressive content and link-building. You’ll see significant traffic and revenue growth without the legwork of managing each SEO piece yourself.

• WordPress Care Plan – $30/mo

  • Automated 90-day full-site backups stored off-site (Amazon S3 or Google Drive).
  • Weekly security updates for WordPress core, theme, and all plugins.
  • Bi-weekly malware scans with quarantine and cleanup if threats are detected.
  • Uptime monitoring that pings the site every 5 minutes, with automatic alerts.
  • Monthly summary report detailing backup logs, update history, and security events.

  Why your business may want this: A hacked or broken website can cost sales, damage your brand, and harm SEO rankings. This care plan keeps your site patched, backed up, and protected—so you can focus on running your business instead of chasing down site issues.

• Premium Website Features – Quoted Per Project

  • eCommerce Functionality: Full WooCommerce setup (product catalog, variations, shipping, taxes); integration with Stripe, PayPal, Authorize.Net; abandoned-cart email sequences and upsell/cross-sell flows.
  • Membership Site Creation: Member levels, drip content schedules, gated downloads; recurring subscription billing, member-only forums/communities; integration with LMS plugins (LearnDash, LifterLMS, etc.).
  • Advanced Custom Integrations: API connectors to CRMs, ERPs, or proprietary software; custom data syncs (inventory management, appointment calendars, order fulfillment).
  • Complex Multi-Page Site Development: Custom theme creation or child-theme modification; dynamic page templates (search results, directory listings); site architecture planning, wireframes, UX prototyping.
  • Custom Plugin or Feature Development: Bespoke plugins (specialized booking systems, membership logic); performance optimizations (caching layers, database indexing); accessibility audits and ADA compliance enhancements.

  Why your business may want this: Every brand has unique requirements—whether you need a full online store, a gated membership portal, or a deeply integrated custom solution. These one-time projects deliver specialized functionality that standard templates can’t provide, ensuring your website is tailored to your exact needs.

• Advanced Marketing Engine – $397/mo

  • Advanced Email & SMS Campaigns: Segment contacts by tag, funnel stage, and custom fields; multi-step drip sequences with time delays and conditional splits; dynamic email templates (merge tags for name, company, deal amount, etc.); SMS blasts with opt-in compliance and unsubscribe handling; A/B testing for subject lines, send times, and message copy; automated behavior triggers (e.g., “if link clicked, send follow-up email”).
  • Social Media Scheduling & Automation: Schedule posts for Facebook, Instagram, LinkedIn, Twitter, TikTok, and Pinterest; bulk upload CSV of post copy and images to queue weeks of content; auto-repost evergreen content on a set cadence; real-time hashtag/keyword monitoring with engagement alerts; engagement dashboard: likes, shares, comments, and follower growth metrics.
  • Funnel Building & Optimization: Drag-and-drop funnel builder with templates for lead magnets, webinars, product launches, and cart-abandonment flows; custom landing pages, checkout pages, and upsell/downsell flows; built-in A/B split-testing (headline, offer, images, CTA placement); conversion tracking pixel integration for Facebook/Google Ads; optional heatmap and session recording integration for user behavior insights.
  • Performance Insights & Reporting: Unified analytics dashboard covering email, SMS, social, and funnel metrics; customizable KPI widgets: open rates, click-through rates, conversion rates, ROI per channel; automated weekly/monthly performance summary emails; exportable CSV/Excel reports for deeper analysis or client delivery; AI-driven recommendations (e.g., “Send campaign at 10 AM for optimal open rates,” “Switch CTA color/layout for a 5% lift”).

  Why your business may want this: If you run multi-channel marketing (email, SMS, social, funnels) and need real-time insights plus advanced automation—without integrating multiple platforms—this engine consolidates everything. You’ll gain a holistic view of performance, improve cross-channel ROI, and eliminate manual coordination between systems.