SAAS-iT for new customers

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

Customizable CRM Solution for New Users

As a new user of the SMS-iT CRM platform, you can: 1. Build your CRM à la carte - select only the features you need now 2. Add new features as your business grows 3. Avoid paying for unnecessary features 4. Start with a cost-effective solution tailored to your current needs 5. Scale your CRM capabilities in line with your business expansion Benefits: - Pay only for what you use - Minimize initial investment - Flexibility to adapt as your needs change - Avoid feature overwhelm when starting out - Seamless upgrade path for future growth This approach ensures you have a CRM that perfectly fits your business at every stage of development.

Navigate to https://www.smsit.ai/

Click on "Pricing"

Scroll down

You'll choose the SAAS-iT Plan.

Click on "Get Started"

Getting started with your SAAS-iT account: 1. Fill in the required information on the form 2. After submission, you'll receive login information via email 3. Check your inbox for the login credentials 4. Prepare to access your new SAAS-iT account

Accessing your SAAS-iT dashboard: 1. Log in using the credentials sent to your email 2. Once on the dashboard, locate the "Create Your Plan" toggle 3. Switch the toggle to the "On" position to begin customizing your plan**

You're now ready to create your unique CRM, tailored specifically to your needs. This customization process allows you to: 1. Select only the features you require 2. Build a CRM that aligns with your business processes 3. Scale your plan as your business grows

Choosing your communication method: For this example, we'll select "Connect SIM Card": 1. Popular choice for solo entrepreneurs 2. Uses your Android phone's SIM card for bulk texting 3. Free texting if you have an unlimited plan with your provider Alternative option: Gateway providers (e.g., Twilio, Telynx) 1. Purchase a phone number (approx. $2/month) 2. Low-cost texting options 3. Additional features: two-way voice, power dialer, fax, broadcast, bulk and single texting Choose the option that best fits your current needs and budget. You can always upgrade or change later.

Exploring base features: After selecting your gateway (you can choose multiple for more options): 1. Click on "Base" to view included features 2. Base features are essential components included at no extra cost 3. These features form the foundation of your CRM

Understanding base features: Base features are included in all plans at no additional cost. They include: - Dashboards and activity logs - Timelines - Reports - Profile and company setups - Account settings

These features are crucial for the core functionality of your CRM and integrate all other tools and features.

Click on "Base" again to close this section.

Click on "Build Your Plan"

Exploring the "Build Your Plan" section: This section showcases all available SAAS-iT features: 1. Some features are typically only in Business or Enterprise Plans 2. In the SAAS-iT Plan, these features are available à la carte Examples of available features: 1. Power dialer (usually in Business Plan) 2. Email warming 3. Proprietary patent-pending features like AI persona and AI transfer

This flexibility allows you to create a custom plan tailored to your specific needs.

Adding basic texting functionality: For this tutorial, we'll keep it simple: 1. Add the "Text" feature to your plan 2. This enables bulk texting capabilities 3. With your SIM card integration, you can send bulk messages for free (based on your carrier plan) ProTip: An unlimited texting plan is recommended for optimal use of this feature.

Finalizing your custom CRM: Once you've selected all desired features for your CRM: 1. Review your selections to ensure they meet your needs 2. Click on "Subscribe" to proceed with your customized plan

Starting your free trial: Important points to remember:

You have a 14-day free trial period 1. Use this time to thoroughly test the SMS-iT CRM 2. Explore all features to ensure they meet your business needs

Activating your trial: To begin your SMS-iT CRM experience: 1. Fill in your required information 2. Click "Start Trial" to activate your account 3. You're now ready to explore the first semi-sentient CRM in existence

Take advantage of this trial period to familiarize yourself with the platform and its unique AI-powered features.

This section walked you through creating a customized SaaS plan as a new SMS-iT customer. Key points covered include: 1. How to select the SAAS-iT Plan and start the account creation process 2. Logging in and navigating the plan creation dashboard 3. Selecting your preferred communication method (e.g., Connect SIM Card or gateway providers) 4. Understanding the base features included in all plans at no extra cost 5. Using the "Build Your Plan" section to add à la carte features as needed 6. Adding essential functionality like bulk texting to your plan 7. Reviewing and finalizing your custom CRM plan 8. Beginning your 14-day free trial to test the platform You've seen how the SAAS-iT platform's flexibility allows you to create a CRM solution tailored to your specific needs and budget. The tutorial highlighted the platform's unique AI-powered features and its ability to scale with your business growth. This approach ensures you only pay for the features you need now, with the option to expand your capabilities as your business develops.

SAAS-iT offers unparalleled flexibility in CRM customization, allowing businesses and resellers to create tailored solutions that precisely fit their needs. With its innovative à la carte approach, AI-powered features, and scalable design, SAAS-iT empowers users to build efficient, cost-effective CRM systems that grow with their business. Whether you're a solo entrepreneur, a growing company, or a reseller serving multiple clients, SAAS-iT provides the tools and flexibility to create the perfect CRM solution for your unique requirements.

Done