White Hat Matt CRM Features
For Dog Trainers in the Unleashed Program Only
Free Plan
What You Normally Get For Free- 2 local phone number
- 5000 emails/month
- 1000 SMS/Mo.
- 500 voice minutes included
- Unlimited Users
- Unlimited Contact Records
- CRM
- Chat Widget
- Appointment Scheduling
- Email Marketing
- Marketing Automation
- Text Marketing
- Automated Text Sequences
- Two Way Text
- Survey Builder
- Form Builder
- Google My Business Integration
- Facebook Integration
- Invoicing
- Recurring Subscriptions
- Social Media Scheduler
- Ecommerce Checkout
- LMS/Course Management
- Progressive Web App for Courses
- Native Video Hosting
- Mobile App
- Ticket and Email Support
Premium Plan
Includes Development Time from the White Hat Matt Team- 5 local phone numbers
- Unlimited emails/month
- 2500 SMS/month
- 1000 voice minutes included
- Unlimited Users
- Unlimited Contact Records
- CRM
- Chat Widget
- Appointment Scheduling
- Email Marketing
- Marketing Automation
- Text Marketing
- Automated Text Sequences
- Two Way Text
- Survey Builder
- Form Builder
- Google My Business Integration
- Facebook Integration
- Invoicing
- Recurring Subscriptions
- Social Media Scheduler
- Ecommerce Checkout
- LMS/Course Management
- Progressive Web App for Courses
- Native Video Hosting
- Mobile App
- Phone, Ticket and Email Support
- 60 minutes of development time/month
Onboarding
Free
- Create your custom contact form
- Set up custom local phone number for text and voice
- Create automated email/text sequence following contact form submission
- SMTP (email sending service) setup with your own domain
- Create Internal Notification for New Lead Submissions
- Create branded email marketing template
- 2 x CRM Training Sessions
- Stripe Account Integration
- Custom service contract setup to send to your clients with e-sign capability
- Create up to 3 booking calendars
Premium
- Create your custom contact form
- Set up custom local phone number for text and voice
- Create automated email/text sequence following contact form submission
- SMTP (email sending service) setup with your own domain
- Create Internal Notification for New Lead Submissions
- Create branded email marketing template
- 2 x CRM Training Sessions
- Stripe Account Integration
- Custom service contract setup to send to your clients with esign capability
- Create up to 3 booking calendars
The Benefits of Our CRM
Nothing beats live interaction with a real salesperson when it comes to dog training sales.
But do you ever wish that…
…not a single lead would fall through the cracks?
…no appointments were ever forgotten?
…not one lead’s contact details were misplaced?
This can be a reality with our proprietary CRM and sales automation tool.
We understand how chaotic life can be when your follow-up systems like phone, text, and email don’t talk to each other.
That’s why our tool is fully self-contained, allowing you to keep track of every single lead and client interaction with ease.
But that’s not all it does.
Here are the advantages of our system:
Keep Communication Personal Through Two-Way CRM Texting
77% of consumers say they dislike automated text messages because they often cannot respond directly to the number you use for your texting service. Our system provides a two-way texting platform, allowing you to have seamless 1-on-1 interactions with your leads.
Keep Your Leads Engaged Through Multi-Platform Automation
You can set up automated sequences that combine multiple types of delivery – send an SMS on day 1, an email on day 3, and a voicemail drop on day 5 – whatever you want – all within the same platform!
Schedule Calls With Ease Through Automated Online Booking
If you can send a link to clients, you can make your sales team many times more efficient using our calendar booking feature. With our CRM you can book leads directly onto an online calendar, then automatically send them appointment reminders and thank you messages. This will clean up the workflow for your salespeople by getting leads coming to your lot at predictable times with a decreased no-show rate.
Keep Track Of Every Detail Through A Complete Communication Archive
You can send, receive, and record phone calls. Having your phone records, emails, and texts right in one intuitive system makes your sales review process a cakewalk.
Nurture Your Customer Relationships With Automated Follow Up Sequences
You can send nurture sequences to follow-up with customers who recently bought from you – providing knowledge and tips on what to expect while their dog is being trained, how they can get the most out of their dog training experience, and how to best reinforce the dog training work you have achieved for them.