SALES & MARKETING SOFTWARE FOR SMALL BUSINESSES

All-In-One Marketing Platform To Manage & Grow Your Business

Streamline CRM Completed for local and home service businesses is the ultimate marketing automation platform that empowers you to close more sales & delight more customers!

Providing Contractors & Local Businesses with the resources they need to Succeed.

Affordable Pricing That Fits Your Business Needs

Essentials

No Business Should be Without
  • Mobile App
  • Missed Call Text Back(*)
  • GMB Call Tracking
  • Account Setup (DFY) Done For You
  • Custom Onboarding Videos
  • Help & Support
  • Monthly Complimentary Credits(*)

Essentials

No Business Should be Without
  • EVERYTHING IN ESSENTIAL +
  • CRM (Unltd Contacts & Team Members)
  • Team Calendars
  • 2 Way Text & Email Conversation(*)
  • GMB Messaging
  • Reputation Management
  • Facebook Messenger
  • Text To Pay
  • Live Reporting

Elite

Growing Businesses Who Need All The Tools
  • EVERYTHING IN EXTENDED +
  • Website Popups
  • Membership & Courses
  • Sales Funnels & Pipelines
  • Payments & Invoicing
  • Email Marketing(*)
  • Automation & Workflows
  • Social Planner
  • Forms & Surveys
Popular

Want More Customers?

Why Streamline CRM?

It’s a known fact that over 40% of sales are lost to companies due to the fact that most companies lack a process to follow up with their leads.

Marketing and sales can be daunting tasks for any business owner. You need to build relationships with clients, keep track of the sales cycle, and manage customer reviews manually, which is time-consuming and complex.

If done incorrectly, your marketing process can lead you to lose potential customers and revenue.

With no way to prioritize leads, manage customer relationships, and track performance, it’s hard to know what’s working and what’s not.

Let Streamline CRM Take Away Your Worries!

Our powerful platform automates the entire marketing & sales process and customer review management so you can attract more clients, close more sales & get more customer reviews on autopilot. Try Streamline CRM Completed today and experience the power of business automation!

Frequently Asked Questions

That’s right. There are no contracts. It is as simple as clicking the “cancel” button.

In addition to your monthly subscription, the only other charges you’ll be responsible for are any message and data rates that apply from your monthly texts, emails, and calls, which are billed directly to your account.

We however, provide monthly credits to texts, emails and calls according to your plan that should be sufficient for your monthly business needs.

Each month we offer you credits for all your telephone, SMS and email services. Each plan offers specific tiers of monthly credits.

Once your credits are used up, you’ll be responsible for any new message or data charges on your account. The charges will be deducted from your payment card associated with your account.

In your account, you can quickly and easily see the breakdown of how many credits you have or how much you have been charged. Your unused credits roll-over month over month.

The following are the current monthly credits per plan.

Essential CRM Plan:

420 texts or 390 mins in calls or 4935 emails

Extended CRM Plan: 

840 texts or 781 mins in calls or 9871 emails

Elite CRM Plan: 

1260 texts or 1171 mins in calls or 14807 emails

Once your credits are used, you’ll be charged the following;

Telephone Services:

Making Calls: $0.021 / min
Receiving Calls: $0.0128 /min
Text Messages: $0.0119 / segment (1 segment is equal to a SMS of 160 characters)

Email Services:

$0.001013 / email

In addition to our live chat support, we also provide email support.

We also offer on-line help resources, and a library of how-to videos so that you can get the most out of your account.

Weekly tips and tricks are sent out to help you with your platform.

Our platform focuses specifically on local and service-based businesses.

So all of the custom automation solutions we create, our sales funnels we create, and our training are geared toward the business challenges local and service-based businesses face every single day.

As opposed to other platforms that cater to all types of businesses, we on the other hand specialize in providing local and service-based business solutions.

As a Streamline CRM Completed customer, you’re already grandfathered into your current plan. That means that any new standard features added to your plan in the future are yours to enjoy, at no extra cost! We update our system frequently, so you’ll always have access to the latest and greatest standard features that the industry has to offer.

Please note that while all new standard features are free, new premium-added features will incur a cost that you will be responsible for if you choose to activate them in your account.