/ month
+ one-time $399 onboarding fee
ignite
Ideal for those comfortable with technology or who have a team member who is. Ignite includes:
Lead Management CRM
Ready-to-use workflows
Two-Way Texting
Email Marketing
Inbound & Outbound Phone System
Send Invoices & Payments
Website Chat Widget
Facebook, Instagram & Google Business Profile Integration
Google Review Request System
Online Appointment Booking System
Marketing Performance Reporting System
Membership/Digital Products Sales System
Unlimited Embeddable Forms
Unlimited Funnels
Unlimited Contacts
Unlimited Users
Unlimited Chat Automations
Full access to our online learning resources
Monthly Marketing Automation Training
One 1:1 Onboarding Call
Unlimited Group Onboarding Calls
24/7 Live Technical Support (Coming Soon)
[OPTIONAL] AI Appointment Booking Bot - $100/month
+$199/month AFTER 30 days
+ one-time $399 onboarding fee WAIVED
Accelerate
Done with you support for tech-savvy users who want on a jump start on a specific project so they can see ROI faster. We'll set up your chosen functions in your account while you watch and ask questions. This level includes all Ignite features, plus:
Strategy session before your VIP Session.
2-Hour VIP Session.
30 days of complimentary access to Leads to Funnel
30 days of complimentary access to our private, concierge Slack support channel.
starts at
+$199/month AFTER 60 days
+ one-time $399 onboarding fee WAIVED
Dominate
For those who want us to build out their system for them based on their needs. Includes all Ignite features, plus:
Complete custom setup
AI Appointment Booking Bot Setup + 90 Days of Complimentary Access
Personalized, Live Team training sessions (up to 4 hours. May be divided into hourly sessions)
60 days of complimentary access to Leads to Funnel
90 days of complimentary access to our private, concierge Slack support channel.
Pay in full and 2-Pay Plans Available
Note: An initial Systems Audit is required for this plan. The audit is priced at $1,500; however, we will credit this fee towards your buildout if you choose our DFY service within 2 weeks of your audit.
Schedule a Fit Call now to see how Leads to Funnel PRO can streamline your marketing and help you get more clients without working harder.
The premier CRM for financial professionals. Use AI and automation to get more clients and make more money without working harder.
8751 Collin McKinney Pky
Ste 1102 #1188
McKinney, TX 75070
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