FACTS CRM

FACTS CRM

All your sales & marketing tools in one place

Before FACTS Built CRM you needed to pay for and manage a multitude of marketing tools that didn’t talk to each other and caused marketing campaigns to either not get implemented or have poor follow up. NOT ANYMORE. FACTS CRM replaces nearly all your current marketing tools and gives you some that you probably didn’t already have. All integrated, all in one platform.

Say Goodbye to all these tools

What’s inside FACTS CRM?

Workflows & Pipelines

Workflows allow you to automate just about anything. With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they’re in.

Marketing Automation

FACTS CRM can help you automate follow-ups and make it easier for your customers! With a few clicks, you’ll be able to send automated emails, SMS messages, voicemail drops-and even bridge calls if necessary. The only thing left is closing the deal!

Memberships

With our Membership Platform, you can create a thriving community for your practice or clients. Simply upload unlimited videos and host them on one platform without worrying about hosting costs! An infinite amount of users are allowed to join the course, and no complicated plugins to fuss over.

Custom Chat

Chat widget and platform to send and receive SMS messages when leads contact you via webchat or phone number on site.

GMB

Connecting your Google My Business allows for call tracking and messaging all within FACTS CRM! Respond to GMB messages in the conversations section and set up workflows to auto-respond to missed calls from GMB.

Payments & Invoices

Integrate your Stripe or Paypal account and offer packages on your funnel pages to easily sell your services (one-time or subscription-based) or create invoices right in the conversations to send directly to your customers.

Reputation management

Collect, respond and use client testimonials with the click of a button. Automatically.

Auto Text Back

Never miss another call or message from a potential lead. Track all activity in relation to your Google My Business Account.

Booking System

Integrated Calendar and booking system. Replace the cost of your current scheduling system and add the power of following up and tracking.

Full CRM

Create, organize and track your leads via pipeline stages. Automate anything based off where they are in their sales cycle. FACTS CRM is a full-featured customer relationship management system. You can use it to communicate with customers automatically or manually, and you’ll have access to email builders so that your messages are as stunning as possible!

Funnel & Form Builder

FACTS CRM allows users to create landing pages and funnels with a simple drag-and-drop builder. The tool’s features include the ability to specify which information should be collected from website visitors, such as their email address or phone number, along with an option for scheduling meetings. Follow-up to these submissions can be automated.

Conversations

The conversation section of FACTS CRM is there to help you reach out and respond with ease. Whether it’s through email, SMS messaging, via Facebook messenger, Instagram Inbox or phone calls- we’ve got your back! Get in contact with more potential customers than ever before by implementing the new ways our app allows for communication.

Custom Integrations

Easily integrates with Google, Facebook, GMB, Stripe, QuickBooks, and Clio. This allows for calendar syncing, review responses, invoices and payments, and more all within the platform!

Voice Drop

Truly ninja feature that allows you to leave a message in the lead’s voicemail.

HIPAA Compliant

Optional add-on available that will ensure that your website and any forms and information given by patients are HIPAA compliant through FACTS CRM.

PRICING

Choose Your Plan

STARTER PLAN

$97/m

  • All features of FACTS

  • Email support

No contracts - cancel anytime

PRO PLAN

$297/m

  • All features of FACTS

  • Priority Support

  • Video support

No contracts - cancel anytime

PRO + Pod PLAN

$1997/m

  • Everything in Pro Plan

  • We become your marketing assistant

  • Just tell us what you want and we do it

  • Unlimited tasks

No contracts - cancel anytime

How Do We Compare?

Feature

ZingIt

Review Wave

FACTS CRM

Reviews

Yes

Yes

Yes

Online Scheduling

Yes

Yes

Yes

Automated Campaigns

Yes

Yes

Yes

2 Way Texting

Yes

Yes

Yes

Webchat to Text

Yes

Yes

Yes

Optin Forms

No

Yes

Yes

Missed Call Text Back

No

Yes

Yes

Google My Business (GMB) Messaging

No

No

Yes

Facebook Messenger

No

No

Yes

Instagram Inbox

No

No

Yes

Text to Pay

No

No

Yes

CRM

No

No

Yes

Opportunities

No

No

Yes

Surveys

No

No

Yes

Email Marketing

No

No

Yes

HTML Builder

No

No

Yes

Funnels

No

No

Yes

Websites

No

No

Yes

If/then/else workflows

No

No

Yes

Membership sites

No

No

Yes

Online Marketing Tracking & Reporting

No

No

Yes

DFY Campaign: Patient Reactivation

No

No

Yes

DFY Campaign: New Patient Orientation

No

No

Yes

DFY Campaign: Getting Speaking Gigs

No

No

Yes

PRICING

Choose Your Plan

STARTER PLAN

$97/m

  • All features of FACTS

  • Email support

No contracts - cancel anytime

PRO PLAN

$297/m

  • All features of FACTS

  • Priority Support

  • Video support

No contracts - cancel anytime

PRO + Pod PLAN

$1997/m

  • Everything in Pro Plan

  • We become your marketing assistant

  • Just tell us what you want and we do it

  • Unlimited tasks

No contracts - cancel anytime

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