Features 31–45 (includes all Silver + Gold features)
Operational automation, advanced intelligence, and systems that replace people — not just tasks.
Includes all 30 Silver + Gold features plus these 15 elite operational systems.
A fully connected journey from first click → closed deal → onboarding.
Example: HVAC Company
"Facebook lead comes in → Gets qualified → Books estimate → Signs agreement → Automatically enters onboarding flow."
Result: Zero manual handoffs.
Leads are assigned based on rules, not guesswork.
Example: Real Estate Brokerage
"Buyers → Buyer agents, Sellers → Listing agents, Luxury homes → Senior agents."
Result: Right lead → right person → higher close rate.
Automations behave differently based on time/day.
Example: Plumbing Company
"After-hours emergency → instant call-back SMS. Non-urgent → scheduled next-day follow-up."
Result: Feels intelligent, not robotic.
CRM becomes the 'source of truth' across tools.
Example: Marketing Agency
"Syncs CRM with Google Sheets, Slack, and Project management tools."
Result: Everyone sees the same data everywhere.
Track metrics that actually matter.
Example: Sales-driven Business
"Tracks: Lead → booking rate, Booking → close rate, Cost per deal."
Result: Decisions are based on numbers, not vibes.
Different automations for different client stages.
Example: Subscription Business
"New client → onboarding, Active client → upsell, Cancelled client → win-back flow."
Result: Revenue doesn't stop at the first sale.
Your team gets notified automatically.
Example: Sales Team
"Slack message: 'New deal closed: $7,500 – Assigned to John'."
Result: Keeps teams aligned without meetings.
Automations trigger based on inactivity.
Example: Course Creator
"User stops watching lessons → reminder. User completes course → testimonial request."
Result: Retention increases automatically.
Approvals without email back-and-forth.
Example: Corporate Services
"Proposal → manager approval → finance approval → client sent."
Result: Everything logged and automated.
Clear documentation of everything built.
Example: Growing Team
"New manager sees diagrams and understands flows immediately."
Result: Your systems become transferable assets.
Connect any tool that has an API.
Example: E-commerce Store
"Shopify order → CRM update → shipping notification → review request."
Result: All tools work as one system.
Team members see only what they need.
Example: Agency
"Sales sees leads, Ops sees projects, Finance sees invoices."
Result: Clean, secure workflows.
Systems ensure processes are followed.
Example: Service Business
"Job not marked complete? System reminds. Still incomplete? Escalates to manager."
Result: No dropped balls.
Manage multiple businesses from one system.
Example: Franchise Owner
"3 locations, 3 teams, 1 dashboard. Each location has its own pipelines and automations."
Result: Scale without chaos.
Direct access to our team.
Example: Platinum Client
"Slack channel or dedicated email with 24h response time."
Result: Issues resolved fast.
Eliminate chaos and scale with confidence. Book an elite strategy session today.
"Your business runs on systems, not memory, not people, not chaos."