Do more with your CRM
Sales Pipeline CRM + Email Marketing + SMS/Calls + Appointment Scheduler + Forms + Landing Page Builder + Automations and more
SAVE MORE. WIN MORE.
YourFunnelSuite is the Only Sales & Marketing Tool You'll Ever Need to Power Your Benefits Consulting Business
Increase your sales productivity using YourFunnelSuite's powerful automations and integrated modules from lead capture, messaging and tracking.
With YourFunnelSuite you can replace all these tools and manage all your sales and marketing activities without having to switch between multiple platforms -- keeping your data intact and accurate.
Made for Benefits Advisors to Streamline Your Sales Process
Make follow ups and appointment setting faster, easier with YourFunnelSuite.
Capture Leads with Landing Pages and Forms
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Automate Follow Up Communications over Email, SMS or Voicemail
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
Track Opportunities in Your Sales Pipeline CRM
Use our built in tools to schedule appointments, track contacts and opportunities!
Capture New Leads
YourFunnelSuite is a full-suite platform for Benefits Advisors. Included in the Platform is a full featured Page Builder to capture leads.
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many business is to capture appointments and request appointments. We've built our own calendar application within YourFunnelSuite so you can capture the appointment all in one straightforward flow.
Nurture Leads Into Customers
The backbone of YourFunnelSuite is what you are able to accomplish after you capture the lead.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.
CREATE MULTI-CHANNEL CAMPAIGNS
YourFunnelSuite allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
Close More Deals
Automatically book leads and prospects to your calendar without lifting a finger.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
AUTOMATED NURTURE CONVERSATIONS
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING
Use our campaign builder to customize the messaging.
Stop switching between platforms
YourFunnelSuite is built for Benefits Advisors who want to SEE their entire Sales Pipeline from front to back without having to switch between multiple marketing platforms.
TIPS FOR BENEFITS ADVISORS
How To Create a Powerful Sales Machine Using YourFunnelSuite
Here's a quick guide how you can maximize YourFunnelSuite to improve your consulting business' sales operations.
STEP 1
Add or capture leads from multiple sources
The first step is to capture lead information and add them into the YourFunnelSuite CRM.
You can do this by (1) running paid ads that bring leads into your landing pages to capture their data; (2) hiring a VA to search for leads and their info; (3) getting automated tools that let you get lead data quickly at a cost; or (4) do it yourself.
Regardless where leads are coming from, you can track lead sources using YourFunnelSuite and evaluate which of your lead generation activities bring the best results.
STEP 2
Add leads to nurture or follow up campaigns
Imagine running a sales team using robots. You can simply program when and what they'll email, text or call your leads. Non-stop. That's what the automations within YourFunnelSuite can do.
YourFunnelSuite lets you run a sales program without having to hire a ton of sales reps. And because it's automated, nothing falls through the cracks.
Automate follow up emails, SMS and even calls up until they book a meeting with you. No show on their appointment with you? Add them to a re-booking campaign to make sure they get back into your calendar.
STEP 3
Track deals using the sales pipeline
Every lead you generate becomes a new opportunity front and center in the YourFunnelSuite dashboard. This now becomes your big picture overview of how many leads are coming in and from what source.
With YourFunnelSuite, you can visualize where each contact or opportunity is in your entire sales process and the total value of opportunities at each pipeline stage.
You can also add notes, tasks or even reminders whenever a deal is moved to a new stage -- helping you increase productivity and generate more sales.
"All-In-One" platform built to manage your leads, see your entire sales pipeline from front to back, integrate your calendar, your appointments and so much more!
YourFunnelSuite is built for Benefits Advisors who want to SEE their entire Sales Pipeline from front to back without having to switch between multiple marketing platforms.
CRM Standard Self Service
- Unlimited Funnels and Landing Pages
- Unlimited Contacts
- Email Marketing
- SMS & Calls
- Calendar & Appointments
- Sales Pipeline
- Triggers & Automations
- Surveys & Forms
- Reputation Management
- Analytics
SINGLE PLAN
$99/mo
Cancel anytime.
CRM Setup Assistance service sold separately.
CRM + Website
Everything in CRM Standard Self Service
PLUS:
- CRM Setup Assistance
- Wordpress Website Development
- Hosting, SSL, Backups & Security
DISCOUNTED FROM
$297/mo
$199/mo
Plus Setup Fees. For 12-month plan.
CRM + Branding
Everything in CRM Standard Self Service
PLUS:
- CRM Setup Assistance
- Website Integration
- Branded Email Template Design
- Monthly Newsletters
- Social Media Content Design & Distribution
PLANS START AT
$697/mo
$477/mo
For 12-month plans.
You are fully protected by our 100% Satisfaction-Guarantee.
If, for any reason, you don't like this amazing CRM, you can get a full refund anytime within 30 days after your purchase. If you have any issues, just get in touch with our friendly support team and they'll either help you out until you get the results you need or give you a swift refund.
FAQ
Can I build my website on YourFunnelSuite?
Absolutely.
How will my phone number be integrated?
You can make calls directly from the platform on your desktop. We integrate with Twilio as our third-party SMS and calls provider. You will have to purchase a phone number from them to use the SMS and Calls feature.
Can it integrate with my calendar?
Google Calendar directly integrates with YourFunnelSuite. If you are using a different calendar platform, you may use integrators like Zapier.
What happens after I sign up for the Self Service CRM Basic package?
You will be given your own login details. An email containing instructions how to setup will be sent to you with videos of how to setup your account on your own.
What is included in the CRM Setup Assistance in the Premium package?
Typically, setup will include:
- Adding your domain
- Branding (logo, name, etc)
- Calendar integration
- Sales pipeline creation
- Form creation
- Nurture campaign setup
- 30-minute demo / walkthrough call
Do you offer a services to modify and maintain my account?
Although YourFunnelSuite is designed as a self-service platform, our team is readily available to help with minor adjustments on your account.
Complex customizations may be billed by hour or by project.
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