Home / Operations, CRM & Automation / Every call, lead, review and booking in one place.
Operations, CRM & Automation · Growth Dashboard & CRMRight now your leads live in four places: the call log on your personal phone, an inbox, a notebook in the van, and messages nobody opens. This puts them in one branded dashboard so you can see what came in this week and what actually happened to it.
Or call and talk it through: (305) 215-6132That is the published price for this service. Buy it on its own, or fold it into a monthly plan — plans start at $297 a month and the pricing page builds any combination you like and shows the total before you commit.
The thing that costs a small business money is rarely a lack of leads. It is that a lead came in on Tuesday through a channel nobody checks, and by the time anyone found it the person had booked somewhere else. When the record of who contacted you lives in three apps and one head, nothing gets followed up on purpose — it gets followed up when it happens to be remembered.
The dashboard is the single place all of it lands: calls, form fills, chat conversations, texts, reviews and bookings, each one logged with where it came from and what stage it is at. It is branded to your business, and it is a web app — you open it in a browser and save it to your phone's home screen. There is nothing to download from a store and nothing to update.
The part that matters more than the software: I set it up and I keep it running. Most owners who buy a CRM end up as its unpaid administrator, which is why so many of them sit half-configured after month two. And the honest limit — a dashboard only shows what flows into it. If every job is agreed by voice on your personal cell and never written down anywhere, this will not fix that on its own.
Your business number, your web forms, your Google profile, your calendar. Nothing you publish changes and nobody has to be told a new number.
Your services, your stages, your words. A pipeline copied off a software company's demo does not match how a shop actually takes work in.
Not a training course. Today's leads, the follow-up list, and the calendar. If it takes more than ten minutes to explain, it will not get used.
Connections break, numbers change, a form gets moved. Keeping it wired up is my job, not a ticket you have to file.
$300–$890/mo
You buy the software and you are the one who has to learn it, configure it and keep it running.
$99/mo
One published price, one invoice, and the work is done for you rather than handed to you as software.
Figures are typical market ranges shown for illustration, not quotes from named providers. Many vendors price by seat, contact or location and keep pricing behind a sales call.
Not always, and I will say so. If you take six calls a week and know every customer by name, a notebook is fine. It starts paying at the point where leads arrive from more than two places — phone, site, profile, chat, referrals — because that is where things start falling between them.
No. It runs in the browser and installs to your phone's home screen, so it opens like any other icon. There is nothing to install from a store, and no update to miss.
No, and be careful of anyone who says theirs does. This is where leads and customers live; your POS is where transactions live. They are different jobs, and I would rather connect the two than pretend one is the other.
You do. It is your customer data and it stays your customer data. That matters more than owners usually think it does at signup, and considerably more later.
Then it is still worth having, because it is built for the owner first — the value is you being able to see what came in and what happened to it. At $99/mo it is the cheapest thing in the Operations cluster, and most businesses buy it because it makes everything else they are paying for visible.
Not on this. Growth, marketing and website services — including the website care plan — are month-to-month with no long-term commitment, and you can prepay annually for up to two months free. Payment processing is a separate thing: it is a merchant account and it has its own terms, which I go over with you personally on the free review so everything is clear before you decide.
Yes, any month. There is no cancellation fee and no notice period to argue about on the month-to-month services — I would rather earn the next month than hold you to a term you regret. If you cancel a website plan the domain is yours, registered in your name, and you can take the site elsewhere.
The cluster this sits at the center of: campaigns, reactivation, referrals, automations.
Read moreWhat you do with the list once it is finally in one place.
Read moreWhy the tools stop talking to each other when five companies own them.
Read moreThe Growth Audit is free and takes about two minutes to request. I look at what you have now and tell you straight what would move the needle first -- and what would not.
Prefer to talk now? Call or text (305) 215-6132Pricing shown is the published Rich The Payment Guy rate for this service and is what you pay; third-party platform costs, where a tool is delivered through one, are included in that monthly. Comparison figures are typical market ranges shown for illustration, not quotes from named providers. Individual results vary.