AI TOOL PROFILE
CRM Express: CRM and Marketing Software
Pricing
Pricing consists of three tiers: Standard at $97/month, Professional at $197/month, and Premium at $297/month. A 14-day free trial is available.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Sales Teams
- Key use cases
- Centralizing Lead Sources, Automating Lead Nurturing, Digital Presence Setup, Managing Client Support
- Integrations
- Zapier, WordPress, Google Analytics, Shopify, QuickBooks
- Official website
- Visit crm express official website
How AI is used
CRM Express is a CRM platform designed to support the process from lead capture to closing. It provides tools including sales pipelines, contact management, and telephony features such as one-click calling and voicemail automation.
The software supports the centralization of messages from Facebook Messenger, Instagram DM, and Google Business Chat, which may help teams track prospects in one place.
Beyond basic CRM functions, the platform includes marketing tools such as a drag-and-drop website and funnel builder, email marketing, and an AI assistant for handling inquiries and bookings. It also provides a helpdesk with ticketing and a knowledge base for customer service.
Buyers should confirm which pricing tier aligns with their needs, as certain marketing automation, website, and reporting features are available in specific plans.
Key Features
Lead Capture & Management
Centralizes leads from text, social media, and Google with support for automatic assignment to team members.
Sales Pipeline Tracking
Supports tracking of deal stages and milestones to monitor the sales process.
Multi-Channel Communication
Includes inbound and outbound SMS, email marketing, and telephony with call scripts and voicemail automation.
Website and Funnel Builder
A drag-and-drop tool for creating mobile-responsive landing pages, funnels, and websites.
AI Assistant
An AI agent designed to respond to inquiries and handle bookings and follow-ups.
Appointment Scheduling
An integrated calendar application that supports online booking, invites, and automated reminders.
Use Cases
Centralizing Lead Sources
Capturing leads from Facebook, Instagram, and Google My Business in one dashboard.
Automating Lead Nurturing
Using automated SMS and email sequences to engage prospects and support appointment bookings.
Digital Presence Setup
Building landing pages and websites with embedded forms and surveys to capture prospect information.
Managing Client Support
Using the ticketing system, canned responses, and knowledge base to handle customer queries.
Integrations
- Zapier
- WordPress
- Google Analytics
- Shopify
- QuickBooks
- Google Ads
- Google My Business
- Twilio
- Ring Central
FAQ
What are the pricing plans for CRM Express?
- CRM Express offers three monthly plans: Standard ($97), Professional ($197), and Premium ($297), with annual discounts available.
Does CRM Express have a free trial?
- Yes, the platform provides a 14-day free trial for new users.
What can the AI assistant do in CRM Express?
- The AI assistant is designed to respond to inquiries, handle bookings, and manage follow-ups.
Which plan is needed for website and funnel building?
- Websites and funnels are listed as features of the Premium plan.
Source category: Sales
Source subcategory: CRM
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