Monthly
$397 per month
Annual
$3,970 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.
Team Management
Manage your teams phone numbers, emails and automations with admin access to Flash CRM.
Team Analytics
Create leaderboards and view statistics for each member of your team.
Employee Reports & Dashboards
Create dashboards and reports specific to each employee so that they can only see the information they are meant to see.
Attribution Reporting
See where each lead came from and what referral channels are the most effective way of producing leads.
Conversion Reporting
See which campaigns are creating the most cost-effective conversions and utilize the information to drive down your costs.
Team Call Reporting
See calls taken, calls missed, call times and much more for each employee on your team or as an aggregate.
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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