Centralize Your Data – We consolidate your tools and systems into one streamlined platform.d.
Refine Your Processes – We optimize your workflows to remove inefficiencies.
Yield Actionable Insights – We set up tracking so you can make data-driven decisions.
Simplify Operations – We automate repetitive tasks so you can focus on what matters.
Train Your Team – We provide a smooth transition with easy-to-follow training.
Adapt as You Grow – We ensure your system evolves with your business.
Leverage Continuous Optimization – We offer quarterly tune-ups to keep you ahead.
Basic CRM
Dedicated SMS/Voice-enabled Phone Number
A2P 10DLC Verification Support
2-Way B2B Text Messaging
Custom Voicemail
Missed Call Text Back to Leads and Customers
3 Custom SMS Text Templates
Lead Capture Form
Scannable Code
Desktop & Companion Mobile App
everything in CRYSTAL Connector
Advanced CRM Features
Landing Page
SMS & Email Templates
Forms & Surveys
Appointment Calendar with Online Booking
Lead Capture Page
Quote & Proposal Generation with E-signature
Online Invoicing & Payments including Text2Pay
Opportunity Management
Social Media Management
everything in Momentum Accelerator
Email Campaigns
Reputation Management
Google My Business Messenger & Call Tracking
eCommerce
Funnels
Online Publishing
Online Communities
Premium Support
Up to 3 Team Members
(additional team members $15/seat/month)
2️⃣ We Handle Everything – Tool setup, data migration, and automation, done in 72 hours.
3️⃣ Training & Optimization – Your team gets hands-on training + ongoing support.
💡 Our Guarantee: No wasted time, no tech overwhelm—just a streamlined system ready to scale your business.
Stay organized with a global inbox. All voicemails, calls, email and SMS received are consolidated in a single location for efficient followup based on your availability.
Maintain a full history for interactions with every contact including calls, voicemail, email and notes in a single location accessible any time via desktop or mobile device. Share notes with your team and never drop the ball.
One for capturing leads from my website and social media.
Another for sending emails and managing contacts.
A separate spreadsheet for quotes and invoices.
And yet another for tracking orders and deliveries.
Streamlined Workflows: Automate processes to save time and minimize errors. Features include proposals, product inventory management, eSignatures, Text2Pay, and other efficiency-boosting tools.
Effortlessly track your entire online sales pipeline with seamless platform integration. Access complete customer interaction details, all conveniently organized within each client record.
The constant switching between tools is exhausting, and I still don’t have the clarity or control I need. I need a streamlined solution that brings everything together—a way to manage my email campaigns, track my reputation, engage with customers, and grow my business seamlessly. And I need support I can count on as my team grows. With these features, I can finally take charge of my business and focus on scaling without feeling overwhelmed."
Easily capture leads, drive conversions, and track revenue with powerful eCommerce and customizable funnels. Share updates, offers, and build loyal customer communities—all while gaining a unified view of your sales pipeline.
Boss Assist offers premium support and flexibility for your growing team, with up to three members included. This all-in-one solution saves time, reduces frustration, and boosts your confidence to scale without operational worries.
During your Streamline and Scale session, we may discover that customizations are needed to fully meet your business's unique requirements. In such cases, we offer custom website, workflow, and automation support for an additional charge. Upon request, we’ll provide a detailed proposal for the custom solution.
For example, a Boss Assist Foundation client might need a more complex auto-response system. In these situations, we’ll quote a custom solution based on the most feature-rich plan to ensure seamless integration and performance. Plus, any Bonus Rewards earned through participation in the Boss Nation Private Community can be credited toward the cost of your custom solution.
If you think customizations might be right for your business, schedule your Streamline and Scale Session today to explore the best solution for your needs. Click the button below to learn more and book your appointment!