SAAS-iT for SMS-iT users

SAAS-iT transforms the CRM landscape with its à la carte approach, enabling businesses to create fully customized solutions tailored to their specific needs and those of their clients. Key benefits include: 1. Handpick features that matter most to your business 2. Avoid unnecessary costs by selecting only what you need 3. Enjoy unparalleled flexibility and competitive pricing 4. Access a robust suite of AI-powered tools

SAAS-iT: Add to your SMS-iT CRM à la carte

Customizable CRM Solution for Businesses of All Sizes

Add features à la carte to your Starter Plan or Business Plan to create a unique CRM tailored to your specific needs as a marketing agency or business.

Benefits for SMS-iT users:

1. Solo entrepreneurs: - Start with essential features at a low cost - Scale your CRM as your business grows - Avoid overwhelming complexity in the early stages 2. Small businesses: - Customize your CRM to match your unique workflows - Only pay for features you actually use - Easily add new capabilities as your team expands 3. Mid-size companies: - Create department-specific feature sets - Integrate advanced tools like AI-powered analytics when needed - Maintain cost-efficiency by avoiding bloated, one-size-fits-all solutions 4. All users: - Enjoy flexibility to adapt your CRM as market demands change - Leverage powerful features without long-term commitments - Optimize your budget by selecting only necessary tools

This à la carte approach ensures your CRM evolves with your business, providing the right tools at the right time for maximum efficiency and ROI.

Click on the "Plan Active" icon.

After clicking the "Plan Active" icon, a popup showing your current active plan will appear. In this example, the active plan is the Starter Plan.

Close the popup.

Click on "Change Plans"

Click on "Create Your Plan"

On this page, you'll see all available features and tools in the SMS-iT CRM. Features are divided into two categories:

1. Unlocked features: These are already included in your current plan. 2. Locked features: These can be purchased à la carte to customize your CRM.

Note: The Starter Plan includes all available Gateways.

On this page, you'll see all available features and tools in the SMS-iT CRM. Features are divided into two categories:

1. Unlocked features: These are already included in your current plan.
2. Locked features: These can be purchased à la carte to customize your CRM.

Note: The Starter Plan includes all available Gateways.

Click on "Base"

The "Base" features are included in all plans at no additional cost. These essential components include:

1. Dashboards and activity logs 2. Timelines 3. Reports 4. Profile and company setups 5. Account settings

The base features form the foundation of the SMS-iT system, connecting all features and tools.

Click on "Base" to close it.

Click on "Build Your Plan".

In the "Build Your Plan" section, you'll find:

1. Unlocked features: These are already included in your current plan. 2. Locked features: These are available in higher-tier plans but can be added à la carte through the SAAS-iT program.

The boxed features represent some of the locked features that can be added to your plan.

In the "Build Your Plan" section, you'll find:

1. Unlocked features: These are already included in your current plan.
2. Locked features: These are available in higher-tier plans but can be added
à la carte through the SAAS-iT program.

The boxed features represent some of the locked features that can be added to your plan.

Let's add SMS-iT Connect, a video conferencing feature that offers:

1. Customer data collection before entering a meeting room 2. Webinar hosting capabilities 3. One-on-one meetings with new prospects

Tip: If you're unsure about a feature's functionality, click the "Information" icon for a detailed explanation.

Let's add SMS-iT Connect, a video conferencing feature that offers:

1. Customer data collection before entering a meeting room
2. Webinar hosting capabilities
3. One-on-one meetings with new prospects

Tip: If you're unsure about a feature's functionality, click the "Information" icon for a detailed explanation.

Now, let's add the AI Custom Persona feature. This is one of the patent-pending AI features exclusive to the SMS-iT system.

The final feature we'll add is the Power Dialer Pro. This tool:

1. Automatically calls a list of phone numbers in sequence 2. Connects sales agents only when a call is answered 3. Maximizes efficiency by eliminating manual dialing and wait times for unanswered calls

Now that we've selected our new tools, we're ready to begin using them. SMS-iT offers a 14-day trial period. Click on "Subscribe" to start your trial.

To begin your 14-day trial:

1. Fill in your credit card information 2. Review any available tutorials to maximize the benefits of your new tools 3. Start building your business with these enhanced features

Important notes about your trial:

1. You will only be charged after your 14-day trial ends 2. Take advantage of tutorials and resources during the trial period 3. Evaluate the tools thoroughly to ensure they meet your business needs

To summarize "SAAS-iT for SMS-iT users" we demonstrated how to customize your existing SMS-iT CRM plan using the SAAS-iT à la carte feature. The process involves: 1. Accessing your current plan details 2. Navigating to the "Change Plans" and "Create Your Plan" options 3. Reviewing available features, including base features and additional tools 4. Selecting and adding new features to your plan, such as SMS-iT Connect, AI Custom Persona, and Power Dialer Pro 5. Starting a 14-day trial to test the new features 6. Entering payment information for post-trial billing

We emphasized the flexibility of the SAAS-iT system, allowing you to build a customized CRM tailored to your specific business needs while only paying for the features you require.

Done