Powerful. Helpful. Valuable.
Smart Biz Club
Craft your own experience
We work with members to plan a personalized member experience based on their unique needs. Your experience may include:
Let’s explore what each of those could look like depending on your needs.
The business software platform
Our business software combines an incredible selection of tools and features.
It can serve as your complete tech solution (business-in-a-box), or you can use it to fill gaps in your existing software.
Depending on your current software stack, our business software platform could save you hundreds of dollars a month in license fees and eliminate the headaches of managing multiple tools.
Here are the top features of our software and the tools they could replace.
CRM / Sales Pipeline | Salesforce, HubSpot, Pipedrive
Proposals & Contracts | DocuSign, PandaDoc, Better Proposals, Proposify
Invoicing & Payments | QuickBooks, FreshBooks, Wave
Email Marketing | Mailchimp, ActiveCampaign, Constant Contact
Website Builder / CMS | Wix, Squarespace, WordPress, Hubspot
AI Voice Reception | Synthflow, Bland AI, Retell AI
Reputation Management | Birdeye, Podium, Broadly
POS Payments | Square, Clover, Toast
eCommerce Storefront | Shopify, WooCommerce, BigCommerce
Affiliate Manager | Rewardful, FirstPromoter, Tapfiliate
Appointment Scheduling | Calendly, Acuity, Bookafy
Unified Omni-channel Inbox | Front, Missive, Helpwise
Support Ticketing | Zendesk, Freshdesk, Help Scout
Project Management | ClickUp, Monday.com, Asana
Video Hosting | Vimeo, Wistia, Vidyard
Live Chat / Webchat | Intercom, Drift, Tawk.to
Community Platforms | Circle, Skool, Mighty Networks
Course & Memberships | Kajabi, Teachable, Thinkific
Business Analytics & KPIs | Power BI, Tableau, Databox, Google Looker Studio
Workflow Automation | Zapier, Make, IFTTT
SMS Marketing | Podium, SimpleTexting, EZ Texting
Landing Page / Funnels | ClickFunnels, Leadpages, Unbounce
Forms & Surveys | Typeform, Jotform, Formstack, SurveyMonkey
Social Media Scheduler | Hootsuite, Buffer, Later, Sprout Social
Ads Reporting & Analytics | AgencyAnalytics, Databox, DashThis
Call Tracking | CallRail, CallTrackingMetrics, Invoca
CRM / Sales Pipeline | Salesforce, HubSpot, Pipedrive
Proposals & Contracts | DocuSign, PandaDoc, Better Proposals, Proposify
Invoicing & Payments | QuickBooks, FreshBooks, Wave
Email Marketing | Mailchimp, ActiveCampaign, Constant Contact
Website Builder / CMS | Wix, Squarespace, WordPress, Hubspot
AI Voice Reception | Synthflow, Bland AI, Retell AI
Reputation Management | Birdeye, Podium, Broadly
POS Payments | Square, Clover, Toast
eCommerce Storefront | Shopify, WooCommerce, BigCommerce
Affiliate Manager | Rewardful, FirstPromoter, Tapfiliate
Appointment Scheduling | Calendly, Acuity, Bookafy
Unified Omni-channel Inbox | Front, Missive, Helpwise
Support Ticketing | Zendesk, Freshdesk, Help Scout
Project Management | ClickUp, Monday.com, Asana
Video Hosting | Vimeo, Wistia, Vidyard
Live Chat / Webchat | Intercom, Drift, Tawk.to
Community Platforms | Circle, Skool, Mighty Networks
Course & Memberships | Kajabi, Teachable, Thinkific
Business Analytics & KPIs | Power BI, Tableau, Databox, Google Looker Studio
Workflow Automation | Zapier, Make, IFTTT
SMS Marketing | Podium, SimpleTexting, EZ Texting
Landing Page / Funnels | ClickFunnels, Leadpages, Unbounce
Forms & Surveys | Typeform, Jotform, Formstack, SurveyMonkey
Social Media Scheduler | Hootsuite, Buffer, Later, Sprout Social
Ads Reporting & Analytics | AgencyAnalytics, Databox, DashThis
Call Tracking | CallRail, CallTrackingMetrics, Invoca
Stop overpaying and managing multiple tools.
Save money and hassles with our world-class business software platform.
AI & Automation
Most businesses aren't even realizing a fraction of the potential for AI and automation.
We help you seize the opportunity by building and managing automated, AI-enabled processes to serve many different areas of your business.
We help you skip the learning curve and tech hassles so you can enjoy the benefits.
Here are just a few of the business processes we can optimize with AI & automation:
Answering and routing phone calls
Handling customer service requests
Booking customer appointments
Taking customers through an onboarding process
Managing the hiring process
Preparing dashboards and other reporting
Following up with sales leads
Billing, payments and collections
Responding to direct messages sent via email or social media platforms
Outsourced services
AI can't do it all. Sometimes you need a team who has your back, knows their stuff, and gets the job done.
Members can take advantage of a wide range of outsourced services including marketing, sales enablement and operational support.
Here's a rundown of the current outsourced services available for members.
Lead generation
Search optimization (SEO) your website and Google business profile
Website management
Social media management
Online reputation management
Video content creation
Content creation for blog, web and sales collateral
Customer communications and newsletter programs
Sales CRM management
Sales prospecting programs
And many others!