Pro Plan

Optimize Your Business

Perfect For:
Established small businesses with teams that want AI, advanced automation, stronger operating systems, business visibility, and strategic guidance.

Investment: $297/month*

+Standard Usage (See Below)

Build a smarter, more systematic business that doesn't depend on the owner for everything.

Everything in Growth, PLUS:

Business Operating System Tools

  • KPI Dashboard

  • Business Scorecard

  • Goal Tracking

  • SOP Templates

  • Business Checklists

  • Quarterly Planning Framework

  • Process Documentation Templates

  • Advanced Workflow Templates

  • Business Performance Reviews

Advanced AI

  • AI Receptionist*

  • AI Sales Assistant*

  • AI Marketing Assistant

  • AI Customer Service Assistant*

  • AI Review Assistant

  • AI Workflow Assistant

  • Advanced Conversation AI*

  • Advanced AI Workflows

Advanced Automation

  • Advanced Conditional Workflows

  • Cross-Department Workflows

  • AI-Assisted Workflows

  • Advanced Lead Routing

  • Advanced Customer Onboarding

  • Advanced Reactivation

  • Quarterly Automation Optimization Review

Advanced Reporting

  • KPI Dashboard

  • Sales Performance

  • Marketing Performance

  • Revenue Tracking

  • Lead Conversion

  • Customer Acquisition

  • Reputation

  • AI Activity

  • Automation Performance

Education & Strategy

  • Full AI Academy™

  • Weekly Group Coaching

  • 2 Monthly Private Strategy Session

  • Quarterly Business Planning Session

  • Priority Support

  • Personalized Success Plans

Smart Digital Tools

  • Up to 4 Smart Digital Card Pro™ accounts

  • Unlimited Smart Dynamic QR codes

Business Limits

  • Unlimited Users

  • Unlimited Contacts

  • WordPress Hosting

  • Advanced Integration Capability

After 6 Months You'll:

  • Spend less time on repetitive tasks.

  • Respond to every lead faster.

  • Know exactly how your business is performing.

  • Have documented systems your team can follow.

  • Use AI to support marketing, sales, and customer service.

  • Spend more time growing your business instead of managing daily operations.

* One-On-One Coaching Is Per Month

* Usage billed separately where applicable

* 4, 6, 8, 10 Page Websites Sold Separately

* This plan has a one time initial setup fee of $97

Try 14-Days RISK - FREE!

No contracts - cancel anytime

All Plans Backed by a 30-Day Satisfaction Guarantee!

Open your Digital Marketing Automated CRM account with full confidence knowing that if for whatever reason you are not 100% satisfied with the platform, you're entitled to a full refund, NO QUESTIONS ASKED. We only want to keep your money if you're 100% happy with our products & services.

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