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EXPANSION SOFTWARE PLATFORM CRM
CRM
$297/month
$2,970/year
Set-Up fee:
SAVE $$$
Features:
More Leads
More Customers
More Reviews
More Repeat Buyers
Mobile App
More Conversions
EXPANSION SOFTWARE PLATFORM CUSTOM CRM
Custom CRM
Tailored to Fit
Tailored to Fit
Set-Up fee:
SAVE $$$
Features:
Priority Support
Built For You Workflows
Built For Your Funnels
Custom Blueprint Build Out
Slack Channel Access
3rd Party Integrations
Staff Platform Training
Add On Advertising Services
Add On AI Bot
Add On SEO Services
Add On Website Design
Separate SMS & Email Rates May Apply
CRM Basic
$197/month
+ One Time Set Up Fee
$1,970/year
Set-Up fee:
SAVE $$$
Features:
CRM Features
Easy Contact Management
Unified Conversations Inbox
2 Way Email & SMS Messaging
Get More Reviews
Stop Losing Prospective Customers With Missed Call Text Back
Never Miss A Lead with Web Chat
Social Messaging (FB, IG, & GMB)
Your Business Everywhere Using The Mobile App
SET UP AND ONBOARDING
RECOMMENDED
CRM
$297/month
$2,970/year
Set-Up fee:
SAVE $$$
Features:
Everything in CRM Basic +
Unlimited Online Calendars
Automatic Appointment Reminders
Sales Opportunities & Pipelines
Build Unlimited Funnels
Build Unlimited Forms & Surveys
Email Marketing & Email Builder
SMS & Email Template Builder
Appointment Cancellation & No Show Follow up
Automated Request A Call Back
Happy Birthday Email/SMS
Media Library To Store Docs & Photos
Affiliate Program Manager
FREE SET UP AND ONBOARDING
CRM Plus
$597/month
$5,970/year
Set-Up fee:
SAVE $$$
Features:
Everything in CRM +
Create Unlimited Websites
Membership & Course Builder
Social Media Calendar & Posting
Payments & Custom Invoice Builder
Create Unlimited Automations
Friends & Family Referral System
Refunds & Cancellation Request Management
Year Long Nurture Sequences
Automatic Invoice Reminders
Reporting & Analytics
Shopify Integration
FREE SET UP AND ONBOARDING
Separate SMS & Email Rates May Apply
Separate SMS & Email Rates May Apply
Separate SMS & Email Rates May Apply
Expansion Software Platform CRM Features List
Looking for a feature not mentioned here? No worries! Just send us a message.
Our team will happily verify if it's included in our comprehensive variety of unlisted features.
Feature
Included
Feature
Included
CRM & Contact Management
Create Websites
Smart Contact List
Memberships
Unified Conversations Inbox
Referral System
2 Way Email & SMS Messaging
Refunds & Cancellations
GMB Messaging
Lead Opt-in Funnels
Web Chat Widget
Opt-in Nurture Emails & SMS
Automated Review Requests
Create Automations
Respond To Reviews
Social Media Calendar & Posting
Reputation Management
Payments & One Off Invoices
Facebook Messenger
Recurring Invoices
GMB Call Tracking
Automated Invoice Reminders
Missed Call AutoText Back
Shopify Integration
Missed Call Notifications & Reminders
Create Products One Off & Recurring
Media Library To Store Docs & Photos
Reporting & Analytics
Mobile Access
Create Blogs with Full SEO
Keyword SMS Marketing
Voicemail Drops
SMS Drip Campaigns
Inactive/Lost Lead Promo Nurturing
SMS Blasts
Call Tracking & Phone Number Pool
Call recording
Pipeline Management
Text To Pay
URL Redirects
Make Outbound Calls
API Access
Calendar & Appointment Booking
Appointment Cancellations & No Show Follow up
Zoom & Google Meet Integration
Create Tasks & Notes
Sales Opportunities & Pipelines
Affiliate Program Manager
Funnel Builder
Automatic Appointment Reminders
Form & Survey Builder
Zapier Integrations with 1000s of Apps
Email Marketing & Email Builder
SMS & Email Template Builder
Automated Request A Call Back
Sales Forecasting
Referral Tracking
Quickbooks Integration
Course Builder
Communities
Essential Features
CRM Basic
CRM
CRM Plus
CRM & Contact Management
Smart Contact List
Unified Conversations Inbox
2 Way Email & SMS Messaging
GMB Messaging
Web Chat Widget
Automated Review Requests
Respond To Reviews
Reputation Management
Facebook Messenger
GMB Call Tracking
Missed Call AutoText Back
Missed Call Notifications & Reminders
Text To Pay
Mobile App
Keyword SMS Marketing
SMS Drip Campaigns
SMS Blasts
Call recording
Text To Pay
Make Outbound Calls
Calendar & Appointment Booking
Zoom & Google Meet Integration
Sales Opportunities & Pipelines
Funnel Builder
Form & Survey Builder
Email Marketing & Email Builder
Create Tasks & Notes
Affiliate Program Manager
Automatic Appointment Reminders
Appointment Cancellation & No Show Follow up
Automated Request A Call Back
Happy Birthday Email/SMS
Pre Designed Holiday Emails
SMS & Email Template Builder
Quickbooks Integration
Media Library To Store Docs & Photos
Advanced Features
Create Unlimited Websites
Membership & Course Builder
Friends & Family Referral System
Refunds & Cancellation Request Management
Lead Opt-in Funnels
Lead Opt-in Nurture Emails & SMS
Create Unlimited Automations
Social Media Calendar & Posting
Payments & One Off Invoices
Recurring Invoices
Automated Invoice Reminders
Shopify Integration
Create Unlimited Products One Off & Recurring
Reporting & Analytics
Unlimited Blogs with Full SEO
Voicemail Drops
Reporting & Analytics
Inactive/Lost Lead Promo Nurturing
Call Tracking & Phone Number Pool
Domain & DNS Management
URL Redirects
API Access
Zapier Integrations with 1000s of Apps
Kaye Henry
My experience has been nothing short of amazing. The professionalism and quality of work is unmatched. Looking to elevate your business, then use Expansion CRM.
★★★★★
Mark Wasserman
The Expansion platform is an ideal CRM platform for small business and organizations. Ianthe is an exceptional leader who understands small business needs and communicates the value of Expansion platform in a cogent, straight-forward way.
★★★★★
Jude Lee
I highly recommend Ianthe. Our interactions were insightful and our team can confidently recommend Ianthe to clients.
★★★★★
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Solutions
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Generate More Leads
Build Your Brand
Impress Existing Customers
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