Everything You Need To Capture, Track, and Convert Leads — All In One Place

The Foundational CRM & Growth Tools plan gives local businesses the core systems they need to operate, follow up, and grow — without complexity or expensive software stacks.

The Essential System Every Local Business Needs to Stay Organized and Convert More Customers

Most local businesses struggle with the same operational challenges. They're juggling multiple tools, missing follow-ups, and losing leads in the chaos.

Without a proper system, even the best businesses leave money on the table every single day.

You need a solution that handles everything from first contact to closed deal — and keeps customers coming back.

Foundational CRM & Growth Tools fixes all of that in a single login.

It's simple, powerful, and built for real local businesses — not software experts.

Common Challenges:

Capturing incoming inquiries

Storing and organizing contacts

Following up quickly

Booking appointments

Tracking opportunities

Sending reminders

Managing reviews

What's Included

Everything you need to run and grow your business, all in one powerful platform

Full CRM + Contact Manager

Store every lead, customer, and conversation in one place — searchable, organized, and synced across your team.

Pipelines & Opportunity Tracking

Track every lead from “new” to “closed” so nothing slips through the cracks.

Automated Follow-Up Templates

Access plug-and-play text and email follow-ups to re-engage leads automatically

Website Forms + Chat Widget

Turn your website into a lead-generating machine with built-in forms and a chat bubble that routes directly into your CRM.

Calendar & Appointment Scheduling

Let customers book their own appointments — no more back-and-forth messages.

Review Automation

Request and collect Google reviews automatically after services.

Unified Inbox

Manage text, email, FB messages, IG DMs, and website chats from a single place.

Mobile App

Run your business from your phone — messages, bookings, pipelines, and notifications.

Onboarding Portal

Step-by-step guidance to get everything set up quickly.

24–48 Hour Support

Real human support when you need help

Who This Plan Is For

Built specifically for local businesses that want to grow without complexity

You Need:

  • A real CRM (not spreadsheets)

  • Faster follow-up

  • Basic automations

  • Appointment and review tools

  • Website forms that don't leak leads

  • One clean system instead of multiple apps

Perfect For:

Gyms & Fitness Studios

Service Professionals

Medspas & Wellness

Instructors & Educators

Coaches & Consultants

Local Service Businesses

Real Results From Real Businesses

These improvements come from having systems — not guesswork

15-30%

Revenue Increase

From faster follow-up

32-55%

Higher Conversions

From better lead handling

20-40%

More Bookings

With automation & scheduling

25-60%

More Reviews

Driving organic customers

The difference between a struggling business and a thriving one often comes down to having the right systems in place. Foundational CRM gives you those systems.

Simple, Transparent Pricing

Everything you need to grow, one simple price

Foundational CRM & Growth Tools

Everything Your Business Needs

$147/month

Month-to-month

Cancel anytime

No setup fees

  • Full CRM + Contact Manager

  • Pipelines & Opportunity Tracking

  • Automated Follow-Up Templates

  • Website Forms + Chat Widget

  • Calendar & Appointment Scheduling

  • Review Automation

  • Unified Inbox

  • Mobile App Access

  • Onboarding Portal

  • 24-48 Hour Support

  • Unlimited Contacts

  • Regular Updates

Get started in minutes. No credit card required for demo.

Ready to Transform Your Business?

Join hundreds of local businesses using Foundational CRM to capture more leads, close more deals, and grow faster.

Setup in minutes

No long-term contracts

Cancel anytime

The all-in-one growth engine for

local businesses.

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Helping local businesses grow through simple technology and smarter marketing.