The setup fee covers everything needed to get your system up and running, including: Customizing the platform to fit your business needs. Integrating tools like calendars, payment gateways, and email systems. Setting up automations, pipelines, and workflows. Branding customizations (e.g., templates, domains). Initial Setup Requires Time and Expertise.

The setup process involves technical expertise and significant effort from your team to: Configure the CRM system and other tools. Ensure seamless data import (if applicable). Conduct testing to ensure everything runs smoothly. Training and onboarding to ensure you’re confident using the platform. This is a one-time investment to provide a strong foundation for your success.

Our goal is to provide a high-quality service tailored to your business needs. Due to the nature of our services—where setup, configuration, and access begin immediately—all sales are final. However, we are committed to your success and offer ongoing support to ensure you get the most out of your system.

We believe in earning your business through results rather than locking you into long-term contracts. Our monthly subscription plans are billed monthly, and you can cancel at any time, no contracts.

Our annual plan offers significant savings compared to monthly billing, allowing you to enjoy a discounted rate for the entire year. By selecting the annual plan, you are committing to a one-year agreement. This ensures you lock in the discounted rate and take full advantage of the savings. Because the annual plan is heavily discounted, we do not offer refunds for early cancellations.

Once you sign up, we’ll reach out to begin the onboarding process. This includes: gathering information about your business and goals. Configuring the platform to match your needs. We'll ensure that we show you through key features. You’ll be fully set up and ready to go in 10-14 business days.

Our platform combines powerful CRM, marketing automation and business management tools into one seamless system. We also provide: Customizations tailored to your business. Exceptional support from our team. Ongoing updates to ensure you’re always using the latest technology. We’re committed to your success and will work with you to ensure you get the most value from our service.

All packages come with the following core features:

CRM: Manage and organize your customer relationships efficiently.
Opportunity Pipeline Management: Track and manage your sales opportunities with ease.
Conversation Inbox: Centralize all customer communications in one place.
Mobile App: Access your tools and data on the go.
Task Management: Stay organized and manage your team’s tasks effectively.

Yes, below are additional, optional features:
(* Included in all plans above Growth DIY, which includes the Business Managed)
Workflow Pro *
Client Portal App *
Word press *
WhatsApp *
and much more!

AI Employee Add-On for DIY Plans, (Business Managed plans already included) that includes advanced AI-powered tools to enhance your operations, such as:

Voice AI: Automate and enhance voice interactions.
Convo AI: Intelligent conversational tools for customer engagement.
Reviews AI: Streamline and improve review management.
Funnel & Website AI: Optimize your funnels and website performance.
Content AI: Generate compelling content effortlessly.
Workflow AI: Automate complex workflows to save time and improve efficiency.

Our platform offers a comprehensive suite of tools designed to streamline your business operations and enhance your customer interactions. Contact us for a detailed breakdown or explore our plans to find the right fit for your business needs. Would you like help selecting the best plan for your business?

Some features may vary by plan. The main features include:

Website + Hosting: Build and host a professional website effortlessly.
List Building (Existing Traffic): Grow your customer base by capturing leads from existing traffic.
Missed Call Text-Back: Automatically follow up with customers who miss your calls.
Review Generation: Generate and manage customer reviews to boost your online reputation.
Resell / Reactivation Campaigns: Re-engage past customers with targeted campaigns.
Appointment Reminders: Reduce no-shows with automated appointment reminders.
Lead Nurturing Campaigns: Keep your leads engaged with personalized communication.
Payment + Invoicing System: Simplify transactions with built-in payment and invoicing tools.
AI Employee: Leverage AI for tasks like voice, content creation, workflows, and more.
Text Messaging / SMS: Communicate instantly with customers via SMS.
Email Marketing: Create and automate email campaigns to connect with your audience.
Universal Inbox: Centralize all customer communications in one place.
Call Tracking / Reporting: Monitor and analyze call performance to improve outreach.
Calendar: Schedule appointments and manage your time efficiently.
Survey Builder: Gather feedback with customizable surveys.
Form Builder: Collect leads and customer information seamlessly.
Landing Page Builder: Create high-converting landing pages quickly.
Sales Funnel Builder: Design and manage effective sales funnels.
Ad Reporting/Metrics: Track and analyze the performance of your advertising campaigns.
Sales Pipeline Management: Manage and track sales opportunities with ease.
Automated Workflows: Automate repetitive tasks and improve efficiency.
Reputation Management: Monitor and maintain your online reputation.
Search Engine Optimization (SEO): Help your business get found on Google, Bing, and other search engines.
Local Listings: Manage and optimize your local business listings online.

Yes, there's usage fees for SMS, Phone Numbers, Email, and A2P 10DLC. Additionally, fees for phone numbers typically include monthly charges for maintaining local or toll-free numbers used for messaging or voice services.

Messaging fees are based on the carrier’s charges for A2P (Application-to-Person) messaging. These include per-message fees for SMS (text) and MMS (multimedia) messages, applied to outbound messages. Some carriers, like T-Mobile, also charge fees for inbound messages.

A2P 10DLC (10-Digit Long Code) is a system for business messaging. Carriers charge registration fees and per-message fees for enhanced compliance and delivery quality, which are passed directly to users without markup.

Registration fees are one-time charges for registering your business’s A2P Brand and Use Case with The Campaign Registry (TCR). These fees are required for messaging compliance in the U.S.

Email fees depend on the volume of emails sent and any additional services, like email automation. Pricing for email campaigns is typically separate from messaging and phone number fees. All fees are billed based on usage, with costs passed through from carriers and providers directly to you.

Underdog Business Pro replaces multiple third-party tools like HubSpot, ClickFunnels, Active Campaign, Keap, LinkTree, Klaviyo, Salesforce, and Wix, saving over $2,161 per month on average.