Earn income by helping your clients achieve necessary systemization, automation, and scaling ability
Customize available features / functionality for clients
Build a solid foundation on
Grow with your clients and customers
Scale your business using unparalleled tools and unrivaled support
Collect Lead data with our forms that directly integrate into our CRM and kick-off automations for easy follow-up.
Our world-class templates are designed to help you succeed. Follow our 3-Step Funnel Magic for quick conversion.
Our affordable chatbots schedule appointments for you and even close sales!
You won't find more affordable email marketing anywhere! Create nurture campaigns to build trust and credibility over time leading to passive sales.
"I’d like to give a big shout out to Candace Ginn, who did an amazing job setting up the CRM for me so that I could focus on what I do best while she took the burden of new unfamiliar tech off my shoulders.
She is absolutely delightful to work with. Plus very patient and supportive of your needs. She also was wonderfully helpful in co-running my first Virtual Dinner Parties, making the entire process smooth and easy. I love working with her and whole-heartedly recommend her to help you grow your business."
You don't need to be tied to your desk in order to run a successful business. Afterall, we all got into business for ourselves for the freedom of it! Your most important actions are only one click away with our streamlined mobile app including point of sale transactions!
CRM software, or Customer Relationship Management software, is a tool designed to help businesses manage interactions with current and potential customers. It benefits businesses by centralizing customer data, improving communication, automating tasks, increasing sales efficiency, and enhancing customer satisfaction.
Key features to look for include contact management, sales pipeline management, marketing automation, customer service and support, reporting and analytics, integration capabilities, customization options, and mobile accessibility.
Our Set The Stage CRM software offers a high degree of customization, allowing businesses to tailor workflows, fields, processes, and user interfaces to align with their unique requirements.
Yes, our Set The Stage (STS) CRM software offers integration capabilities with a wide range of third-party applications such as email clients, marketing platforms, accounting software, and productivity tools.
We prioritize data privacy and security, employing encryption, access controls, regular audits, and compliance with industry standards such as GDPR (General Data Protection Regulation) and CCPA (California Consumer Privacy Act).
We offer various levels of customer support, including Zoom support, email support, live chat, knowledge base resources, and dedicated account managers for enterprise customers. All clients receive a through step-by-step onboarding process.
Yes, our software is designed to be scalable, allowing businesses to add users, features, and functionalities as their operations expand.
We prioritize user-friendly interfaces with intuitive navigation, customizable dashboards, and streamlined workflows to ensure ease of use for all users.
We provide a mobile app and a responsive web interface, enabling users to access important data and functionalities on the go.
Set The Stage CRM offers robust analytics and reporting tools, allowing businesses to track sales performance, customer engagement metrics, pipeline health, and other key indicators to make data-driven decisions.
Yes, we include automation features such as email workflows, task automation, lead scoring, and notifications to streamline processes and increase productivity.
STS CRM supports lead generation and nurturing through features such as lead capture, lead scoring, lead tracking, personalized marketing campaigns, and automated follow-ups.
We provide various training options, including online tutorials, documentation, webinars, workshops, and online training sessions tailored to the specific needs of the business.
Yes, we provides free trials or demos to allow businesses to evaluate the software and its features before making a purchase decision.
Pricing structures include subscription-based pricing, tiered pricing plans based on features, and custom pricing for enterprise solutions. Additional costs include email, SMS, and call volume used each month.
**Ala carte features and functionality beyond the tiered pricing come with additional monthly costs.
Yes, we offer industry-specific solutions and integrations tailored to sectors such as coaching, healthcare, finance, real estate, and e-commerce to address unique business needs.
Yes, we release updates daily to introduce new features, enhancements, and security patches. Updates are typically included in the subscription cost, ensuring customers have access to the latest improvements.
We differentiate ourselves through advanced features, industry-specific expertise, superior customer support, seamless integrations, scalability, user experience, and innovative technologies, providing unique value propositions to businesses.
Websites
Funnels
CRM
SMS
Community Builder
Course Creation
Automation
Lead Generation
Call Tracking
Bookings
Ads
E-Commerce
Touch of a Button Marketing Asset Creation
Document Signing
Forms & Surveys
Mobile App
Reputation Management
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