Description: Designed for growing businesses that require advanced processing, this package includes more robust integrations and enriched data capabilities.

Key Features:

• • Integrations:
    • Everything in the Basic Package, including foundational CRM tools and email/calendar integration.
    • Advanced CRM Tools: Seamless connections with platforms like Zoho and Salesforce to manage client relationships more effectively.
    • Team Collaboration Platforms: Enhanced integration with Slack, Microsoft Teams, and other tools to facilitate real-time communication and collaboration.
    • Data Enrichment Services: Leverage powerful platforms like LinkedIn and ZoomInfo to gather, enrich, and utilize business-critical data for improved decision-making.
    • Expanded Voice and SMS Communications: Two-way messaging systems that not only send updates but also allow real-time client interaction and task coordination directly from the agent.
  • Abilities:
    • Custom Workflows: Create tailored automation processes to simplify repetitive tasks and reduce manual effort.
    • Document Automation: Automatically generate, manage, and distribute documents such as reports, contracts, and updates.
    • Advanced Email Campaigns: Design and execute targeted outreach campaigns with personalized follow-ups.
    • Data Reporting with Insights: Generate actionable analytics and performance dashboards to inform strategic decisions.
    • Business Process Improvement: Conduct in-depth assessments to identify workflow bottlenecks and opportunities for optimization, ensuring the agent aligns perfectly with your operations.
    • Close Collaboration: Maintain regular and open communication with our dedicated development team. This ensures ongoing refinement, adaptation to your evolving needs, and the integration of new tools and resources as required.
  • Pricing:
    • Setup Cost: $7,500

Monthly Fee: $650 (for usage, updates, and support)