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Ask Us About Our Newest Product! ClientSoft

Consolidate all of your communications in one dashboard!

We calculate all economic indicators and understand feasibility of advertising campaign

INCREASE

We Are Experts in online marketing

Products

2 Way Text & Email

GMB and Web Chat Messaging

GMB Call Tracking

Facebook Lead Importer

Websites and Funnels

EMail and SMS Builder

We wanted to allow you to replace important tools that up until now have had to be patched together and can add up to a substantial expense. The core one is the drag and drop Email and SMS template builder.

SMS Builder Being able to create templates for your SMS campaigns saves a lot of time and energy. Combine custom values to the mix, and you are able to streamline a lot of what you are trying to do for a client.

EMAIL BUILDER It is one thing to offer an email builder, but it's another to give it a nice UI and make it fast. The simple to use drag and drop builder has all the features you need as a marketing company building custom emails for your clients.

GLOBAL FILE MANAGER When working throughout all of the areas of ClientSoft you will find that the images you upload are easy to access from any builder. So you only have to upload something once.

Voice and Calling

Powerful calling features open up a lot of what is possible for your clients and your own agency.

VOICEMAIL DROPS Leave ring-less voicemails for interested leads. Call goes straight to voicemail.

POWER DIALER/SMS Automate campaigns with manual call events that work around your clients operational hours. Automate the call back with a power dial feature, to knock out a lot of call backs with your team.

CALL TRACKING & MORE Easily manage multiple users and sales teams, including individual voicemail, call recording and ad tracking with number pools.

Website & Landing Page Builder

We can build beautiful landing pages and websites right in ClientSoft. Easily integrated into your sales funnel and duplicate for new clients in the same niche.

WEBSITES The ability to pull up an existing free template and modify it, or build a website from scratch has never been easier.

LANDING PAGES Drive lead conversion for your clients with a landing page that drives them to take action.

Form and Survey Builder

Create forms that you can embed on websites with an iframe code or can easily be integrated into websites or landing pages.

FORM BUILDER Customize your form’s layout, use custom fields, custom CSS, all the features you want in a form to capture the lead info you need for your nurture campaign.

SURVEY BUILDER Take leads through an experience that allows you to capture important details to aid you in qualifying them. Use conditional logic to further customize their experience and drive conversion.

Automation

WORKFLOW BUILDER, This new feature has made mapping out and building your client's automation much more approachable and efficient.

TRIGGERS Create actions based on anything you need, your creativity is normally where you find your limitations…for all new ideas, there is an ideas board as well to get it built. You can trigger off of a call coming in, Facebook Ad, status change….work with Tags in your contacts and the sky is the limit. Even create your own Trigger Links that you can put in SMS and Emails to trigger events when the link is clicked.

Campaigns

Expanding on the automation functionalities. ClientSoft makes it easy to build campaigns that take leads through a detailed nurture sequence. Triggers aid in moving them in and out of multiple campaigns as they mature towards becoming a customer. Maximize your ad spend with total control over your nurture campaigns.

In addition, get detailed reporting right in the campaign, see open rates, etc. so that you can see right where you may want to adjust that specific nurture campaign.

EVENTS Each step of the campaign will have a step. Choose from SMS, Email, Voicemail Drops, Messenger, Call, Add Task, Webhooks, and Wait Steps.

INTERVALS Customize timing between each step at any time you want. Even work backward from a specific date for reminder campaigns, webinars, etc.

Funnel Builder

We can’t talk about automation and follow-up lead nurture campaigns without mentioning being able to create the marketing funnel to get leads into your nurture.

FUNNEL BUILDER Bundle the Websites, Landing Pages, Forms and Surveys you have built and create sequences that take the lead through the necessary steps to convert them into a prospect.

FUNNEL ELEMENTS The ability to gather valuable details about your lead while maintaining their interest, takes multiple steps. Utilize low friction features like sticky contact info, incorporate your Facebook pixel, embed booking calendars and 2-step order forms.

Utilize funnels for initial lead capture goals, mature prospect booking sequences, as well as incorporating upsells and down-sells, and payments attached to calendar appointments.

Calendar 2.0

The ability to make it easy and automated to book appointments while not losing control of your calendar has been well thought out by ClientSoft. Building from a leading marketing agency incites the calendar features and function will not disappoint.

ROUND ROBIN Customize multiple calendars based on multiple-user needs, equal and variable lead distribution, varying schedules and more.

STRIPE Integrate stripe payments directly into your calendars so that you can charge for appointments seamlessly.

DYNAMIC Integrate booking calendars into your landing pages or websites outside of Go Highlevel®. The freedom is yours. With 2-way sync to Gmail you have the ability to always have your calendar current and booked just how you envision.

INTEGRATIONS Coming Q4 2020: Zoom & Office 365 Integrations

Memberships

Now you can build out free or paid training for HR dept., new hire training, video courses, free mini-course lead magnets, all within ClientSoft. Even include in your snapshot so that you can copy across to other locations within your license.

FEATURES Organize your video course and incorporate that into an automated campaign, or have as training for client’s branding needs, etc. In this virtual world, we are living in, this can be a powerful tool.

Dashboard

See everything you need to get a clear overview of where your client is at with their sales opportunities.

OPPORTUNITIES Get a quick summary of how many leads have been won, lost, and are still open.

PIPELINE Summary of how much money has been won, lost, and still in the process of being closed.

CONVERSION See what your close rate is, so you can monitor overall performance.

VISUAL Get a visual depiction of your sales pipelines, site traffic, reviews from google my business pages, and more…a true business command center.

Attribution and Reporting

True Ad to Customer Attribution with ClientSoft. Every business needs to know how each specific ad performs and converts. Bringing so much software into one, combined with thoughtful integrations has allowed marketers to easily track their ad dollars clear to the end where a lead becomes a customer or is lost.

REPORTING See valuable graphic representations of performance as well as detailed source reporting. It’s clean, robust, and beyond useful when speaking to a client, and making important marketing decisions.

Cool Features

A platform that is only limited by your creativity as a marketer. There are unique features like ring-less voicemail drops and sending video SMS responses, but you can even build out integrate true AI chatbots via Googles Dialogue Flow with Zapier…the sky is the limit!

Our Structure

Marketing Department

IIf you are just checking out ClientSoft for the first time, and want to know if it’s a good fit for you-book a time to talk with us, by clicking the button below.

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Get started straight away with the free trial and we will send you a calendar link for a Setup call and make sure you aren’t alone while getting up and running.

Latest Updates

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