Your Client
Management
From first contact to long-term relationship, our automated workflows ensure seamless and effective communication throughout the entire client lifecycle.
Engage with clients 24/7 using our powerful automation and workflow features.
BBI CRM is your #1 tool for sales, marketing, and client management, designed specifically
for your small business.
Replace tools such as Calendly, Slack, Clickfunnels,
Docusign, Twilio, MailChimp, and more!
Create and manage as many websites as your business needs without any extra costs, all within our platform.
Build and optimize sales funnels to capture leads and convert them into customers, with no limits on the number you can create.
Easily set up and manage membership sites to offer exclusive content and build a loyal community.
Deliver online courses seamlessly with our platform, allowing unlimited courses and student enrollments.
Simplify transactions with integrated payment processing, making it easy for your clients to pay for your services.
Generate, send, and store contracts and important documents directly within the CRM for easy access and management.
Foster a sense of community by hosting forums and discussion boards for your clients and members.
Craft and send personalized email campaigns to engage your audience and drive conversions.
Reach your clients instantly with targeted SMS marketing campaigns to boost engagement.
Track and manage your sales opportunities with multiple, customizable pipelines to keep your sales process organized.
Keep your team coordinated with unlimited calendars for scheduling and tracking important events.
Simplify scheduling with an integrated appointment booking system that syncs with your calendars.
Leave pre-recorded voicemail messages for your leads and clients without having to make individual calls.
Centralize all your client communications in one place for better management and efficiency.
Engage in real-time text conversations with your clients.
Manage all your email communications directly within the CRM.
Integrate your social media messaging for seamless client interactions.
Connect with clients through Google Business Chat for instant support and inquiries.
Plan, schedule, and manage your social media posts across various platforms from one dashboard.
Automate repetitive tasks and create workflows to enhance productivity and ensure consistent client interactions.
Utilize AI to generate compelling content for your marketing campaigns, social media, and more.
Manage your customer relationships efficiently with a robust CRM system that keeps all client information organized and accessible.
Monitor and manage your online reputation, collecting reviews and responding to customer feedback seamlessly.
Grow your business with an integrated affiliate system that allows you to manage and track affiliate partnerships and commissions.
how we can help your business
Elevate your team's performance with comprehensive call tracking and recording. Every call is recorded, allowing contractors to listen back, learn, and improve their sales techniques. Ensure consistent quality and identify areas for training with ease.
Master the art of social media with our integrated content calendar. Manage your communications across Facebook, Instagram, LinkedIn, TikTok, and more. Schedule posts, link forms, and map fields directly to your dashboard, making social media management seamless and efficient.
Create stunning, professional websites effortlessly with our intuitive website builder. No coding skills required – design and launch your site with customizable templates and powerful editing tools, all within the BBI CRM platform.
pricing structures are designed to cater to different business needs and budgets, ensuring that clients can find a package that fits their specific requirements while providing options for growth and enhanced support.
limited users
Ideal for startups and small businesses
Manage essential client interactions and streamline basic processes
Includes features like unlimited websites, email marketing, and basic CRM functionalities.
unlimited users
Perfect for growing businesses
Businesses needing advanced automation and comprehensive marketing tools
Includes everything in Basic, plus SMS marketing, unlimited sales pipelines, social media content calendar, and performance tracking
unlimited users
Designed for established businesses
Businesses requiring full-scale CRM solutions with extensive customization and integration capabilities.
Includes everything in Pro, plus advanced reporting and analytics, community hosting, reputation management, and the affiliate system.
limited users
Ideal for startups and small businesses
Manage essential client interactions and streamline basic processes
Includes features like unlimited websites, email marketing, and basic CRM functionalities.
unlimited users
Perfect for growing businesses
Businesses needing advanced automation and comprehensive marketing tools
Includes everything in Basic, plus SMS marketing, unlimited sales pipelines, social media content calendar, and performance tracking
unlimited users
Designed for established businesses
Businesses requiring full-scale CRM solutions with extensive customization and integration capabilities.
Includes everything in Pro, plus advanced reporting and analytics, community hosting, reputation management, and the affiliate system.
Packages
Maintenance Package
24/7 support with fast response times. Annual training sessions for your team on new features and best practices
Setup and Install Package
Do nothing and let us get your systems in place. Includes 1 month free
From businesses of all sizes
Taxes, bookkeeping & accounting
Just 1-flat affordable rate
1 call, text, or email away, anytime
how we can help your business
how we can help your business
The course-building capabilities are strong (though Kajabi still leads in this area), the real advantage lies in having multiple tools in one platform. For clients with sub-$10M annual revenue, BBI CRM is a great alternative to HubSpot or Salesforce.
The ability to build simple landing pages, manage social media posts, and handle Google reputation management all in one place is incredibly efficient. While the CRM and dashboard could use improvements, the overall functionality is impressive for my needs.
We love the SMS and email marketing features, as well as the call recording function. Despite some minor limitations in integrations and custom objects, the value of having all these tools in one place cannot be overstated. BBI CRM has provided us with everything we need to manage our client interactions and marketing efforts effectively.
Click below to schedule your personalized demo and see how our platform can meet your specific business needs.