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Optimize

Your Client

Management

From first contact to long-term relationship, our automated workflows ensure seamless and effective communication throughout the entire client lifecycle.

Sleep Well 😴 & Let Us Work

Engage with clients 24/7 using our powerful automation and workflow features.


“It’s been a game-changer for our Real Estate Business. The immediate, automated response to inbound leads and automated Google My Business review requests have significantly improved our client engagement. It used to take us an average of 9 attempts to book an showing manually, but with BBI CRM's automated sales follow-ups, our close rates have soared past 22%. Despite the initial setup time and cost, the results speak for themselves. We wish we would have switched earlier now that we've seen the impact.”


“We wish we would have switched earlier now that we've seen the impact.”

Say goodbye 👋 to multiple

software subscriptions.


BBI CRM is your #1 tool for sales, marketing, and client management, designed specifically

for your small business.

all-in-one solution

Replace tools such as Calendly, Slack, Clickfunnels,

Docusign, Twilio, MailChimp, and more!

Unlimited Websites

Create and manage as many websites as your business needs without any extra costs, all within our platform.

Unlimited funnels

Build and optimize sales funnels to capture leads and convert them into customers, with no limits on the number you can create.

Membership Sites

Easily set up and manage membership sites to offer exclusive content and build a loyal community.

Host Unlimited Courses

Deliver online courses seamlessly with our platform, allowing unlimited courses and student enrollments.

Payment Processing

Simplify transactions with integrated payment processing, making it easy for your clients to pay for your services.

Contracts & Documents

Generate, send, and store contracts and important documents directly within the CRM for easy access and management.

Community Hosting

Foster a sense of community by hosting forums and discussion boards for your clients and members.

Email Marketing

Craft and send personalized email campaigns to engage your audience and drive conversions.

SMS Marketing

Reach your clients instantly with targeted SMS marketing campaigns to boost engagement.

Unlimited Sales Pipelines

Track and manage your sales opportunities with multiple, customizable pipelines to keep your sales process organized.

Unlimited Calendars

Keep your team coordinated with unlimited calendars for scheduling and tracking important events.

Appointment Booking

Simplify scheduling with an integrated appointment booking system that syncs with your calendars.

Voicemail Drops

Leave pre-recorded voicemail messages for your leads and clients without having to make individual calls.

Communication All-In-One

Centralize all your client communications in one place for better management and efficiency.

2-Way SMS Messaging

Engage in real-time text conversations with your clients.

Email Messaging

Manage all your email communications directly within the CRM.

Facebook & IG Messaging

Integrate your social media messaging for seamless client interactions.

Google Business Chat

Connect with clients through Google Business Chat for instant support and inquiries.

Social Planner

Plan, schedule, and manage your social media posts across various platforms from one dashboard.

Automation & Workflows

Automate repetitive tasks and create workflows to enhance productivity and ensure consistent client interactions.

A.I. Content Generator

Utilize AI to generate compelling content for your marketing campaigns, social media, and more.

CRM System

Manage your customer relationships efficiently with a robust CRM system that keeps all client information organized and accessible.

Reputation Management

Monitor and manage your online reputation, collecting reviews and responding to customer feedback seamlessly.

Affiliate System

Grow your business with an integrated affiliate system that allows you to manage and track affiliate partnerships and commissions.

on-demand features

how we can help your business

Performance & Training


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.

Social Media Content Calendar


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.

Website Builder


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

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.

Monthly

Basic Plan

$79/Mo

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.

Pro Plan

$129/Mo

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

Enterprise Plan

$299/Mo

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.

annually

Basic Plan

$790

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.

Pro Plan

$1290

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

Enterprise Plan

$2990

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.

Check Out Our Add-On

Packages

Add-On

$49/Mo

Maintenance Package

24/7 support with fast response times. Annual training sessions for your team on new features and best practices

Add-On

$1,799

Setup and Install Package

Do nothing and let us get your systems in place. Includes 1 month free

5-star ratings

From businesses of all sizes

All-in-one packages

Taxes, bookkeeping & accounting

No hourly billing

Just 1-flat affordable rate

Virtual experience

1 call, text, or email away, anytime

on-demand features

how we can help your business

customer reviews

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.

Sarah M. - Agency Owner

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.

David R. - Marketing Specialist

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.

Erika J. - Small Business Owner

Experience The Power


Click below to schedule your personalized demo and see how our platform can meet your specific business needs.

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