Essentials CRM (Professional CRM) by TGSM Solutions

The Essentials CRM, powered by TGSM Solutions, builds on the foundational features of the Starter CRM, offering advanced tools and capabilities for growing businesses. Designed for professionals who want to enhance client management, streamline operations, and scale their offerings, this package includes everything you need to run a high-performing business with ease and flexibility.

What’s Included in the Essentials CRM:

1. Everything in the Core Plan:

   • Includes all the foundational tools from the Starter CRM: Web Chat, Deal Pipeline, Email Marketing, Appointment Scheduling, Workflows, and more.

2. Text to Pay:

   • Enable clients to pay quickly and securely via text, improving convenience and cash flow.

3. In-Depth Reporting:

   • Access detailed analytics to track performance, monitor campaigns, and make data-driven decisions.

4. Social Media Management:

   • Manage your social media accounts, schedule posts, and track engagement—all within the CRM.

5. Unlimited Funnels, Forms & Surveys:

   • Create unlimited landing pages, opt-in forms, and surveys to capture leads and gain insights.

6. Advanced Calendar Booking System:

   • Offer more flexibility and features for appointment scheduling, including multiple calendars and custom booking options.

7. Google Reviews Automation:

   • Automatically request and manage Google reviews to enhance your business’s online reputation.

8. Memberships:

   • Build and manage an exclusive community for your clients or customers with membership functionality.

9. Unlimited Courses:

   • Host training programs, certifications, and educational content for clients or students in a dedicated portal.

10. Unlimited Users, Contacts, & Emails:

    • Scale your business effortlessly with unlimited capacity for team members, contacts, and email campaigns.

11. $10 Call/SMS Credit:

    • Receive a $10 credit for calls and texts, which translates to approximately:

      • 475 outbound calls

      • 780 inbound calls

      • 840 SMS segments

Investment:

• Setup Fee: $777 (one-time setup fee for system customization and integration).

• Monthly Subscription: $197/month for ongoing access, updates, and advanced features.

Outcome / Benefit:

• Advanced Tools for Growth: Scale your operations with unlimited users, contacts, emails, and robust client engagement features.

• Streamlined Client Interactions: Automate Google review requests, offer text-to-pay options, and manage your community or courses seamlessly.

• Deeper Insights: Use in-depth reporting to track your business’s performance and improve decision-making.

• Simplified Social Media Management: Manage posts and campaigns directly within the CRM, saving time and increasing efficiency.

• Enhanced Scheduling: Advanced calendar booking ensures a smooth client experience and better time management.

Why Choose Essentials CRM by TGSM Solutions?

The Essentials CRM is perfect for businesses ready to expand their capabilities and take their operations to the next level. With tools to manage your team, engage clients, and grow your revenue, this CRM package offers everything you need to scale efficiently and effectively.

Upgrade your business management with Essentials CRM by TGSM Solutions!