PRO PLAN | PREMIUM PLAN | TEAMS PLAN

Premium Plan

(1 User - Unlimited Contacts)

Monthly

$197 per month

Annual

$1,970 per year

(Full year for the price of 10 months)

What You Get

YOU GET

SO YOU CAN . . .

  • Full CRM

Keep track of all your leads, prospects, & customers in one place.

  • Unlimited Pipelines

Keep track off all your marketing campaigns and the stages each prospect is currently in.

  • Unlimited Forms & Surveys

Create new leads from your funnels, websites and marketing campaigns with attractive forms from our custom drag and drop form builder.

  • Unlimited Workflows

Save time by automating repetitive tasks so you can spend more of your time in revenue producing activities.

  • Unlimited Calendars

Book and manage appointments in as many categories as you wish. (Example - Auto Insurance Calendar, Home Insurance Calendar, etc.)

  • SMS & Email Templates

Easily design common text and email templates with our drag and drop editor that can be fired off at the click of a button.

  • Webchat

Have an easy way for website visitors to contact you. All information collected on the webchat will be added to the contact file.

  • 2-Way Text & Email Conversations

Have the ability to document all communications within the contact file.

  • Missed Call Text Back

Contact your new lead right away. When you miss a phone call, a text will fire right away to get the conversation started.

  • GMB Call Tracking

Track all of your calls that came in through your Google My Business profile.

  • Social Media Planner

Create, plan, approve and schedule the publishing of your Social Media content all in one place.

  • Unlimited Websites

Create as many websites as you need with our easy-to-use drag and drop editor. Includes our pre-built educational Medicare website.

  • Unlimited Funnels

Create unlimited funnels from scratch with our drag and drop editor or choose from hundreds of pre-made winning templates. Includes our pre-built health insurance funnels.

  • Over 200+ Winning Funnel Templates

Over 200+ tested winning funnel templates you can choose from to model your funnel after.

  • A.I. Content Creation

Create text and image content for your social media posts using artificial intelligence.

  • Automated Email Marketing

Replace expensive email services and have automated email campaigns sent at the click of a button.

  • Unlimited Trigger Links

Track where your customers are coming from or what content they engaged with using trigger links.

  • Full Reporting & Analytics

Track your ad spend, cost per click, cost per conversion and many other metrics all in one place.

  • Invoices

Send invoices for services performed.

  • Memberships

Create paid memberships for recurring revenue.

  • Triggers

Assign triggers to perform an automated action every time an event takes place.

  • Campaigns

Create and schedule bulk marketing SMS & Email Campaigns.

  • Blogs

Attach a blog to your website with our easy-to-use drag and drop editor.

  • Proposals & Estimates

Send proposals or estimates and get approval for services to be performed.

  • Document E-Sign

Let your customers e-sign any document. You can upload an existing PDF or create a document from scratch.

  • Communities

Create groups for your clients all within the Flash CRM platform.

  • Affiliate Manager

Manage and pay affiliates for the business they send your way.

  • BONUS: $5 Twilio Credit

Start your account with a $5 credit to be used towards phone, text email or AI services.

What if I don't know how to set all this up?

That's ok! We have tech experts available to help you set up your account so that it works to grow your business. Flash CRM is 100% customizable for YOUR business. Once you complete the onboarding process, you'll be invited to a free call with your account executive and they will help you with the next steps of getting your account set up. We make it easy!

Start Your Free 14 Day Trial Today!

For a full list of features each plan offers visit our pricing page.

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