(916) 500-0877
50 Iron Point Cir suite 140, Folsom California 95630
CRMMarketing.ai helps service businesses capture more leads, close more sales, and grow faster without juggling ten different tools. We combine AI-powered CRM, automation, funnels, scheduling, reviews, and messaging into one simple platform so you can scale with confidence.
A proven, no-drama rollout that gets you live quickly and keeps improving over time.

We map your lead flow, follow-ups, pipeline stages, and review process so the setup matches how you actually sell.

We launch the essentials: CRM + automations, funnels, booking, reviews, unified inbox, and (Pro) AI Employees. You’ll see it working before you leave the kickoff.

We track replies, bookings, show rates, and reviews—then tune workflows so you keep getting more from every lead.

Carly builds simple, powerful sales systems that scale. She’s helped multiple companies grow by turning chaotic processes into clean, working pipelines, the same strategies baked into CRMMarketing.ai so you can grow faster with less effort.
Compare what's included below so you can pick a plan that works for you.
CRM + marketing automation
Scheduling
Forms / surveys
Website hosting/builder
Phone/SMS line
Reputation engine (unlimited)
4 page website included
1 pipeline included
1 workflow included
1 form/survey included
1 AI chat bot included
✅Additional pages $150/ea
✅Additional workflows (max 8 steps) $200/ea
✅Additional pipelines $100/ea
✅Additional forms/surveys $75/ea
Normally $1,412
CANCEL ANYTIME

AI Employees (3-agent bundle)
Advanced review management
Priority automation setup
3 Workflows included (max 8 steps each)
3 Pipelines included
Unlimited forms/surveys
Unlimited chat widgets
Up to a 7-page website included
Faster support response times
✅Additional pages $150/ea
✅Additional workflows (Beyond Included 3 w/ max 8 steps) $200/ea
✅Additional pipelines (Beyond Included 3) $100/ea
✅Unlimited forms/surveys included at Pro level
(No extra charge)
Normally $2,669
CANCEL ANYTIME

Unlike generic CRMs, CRMMarketing.ai includes built-in automations, AI-driven follow-ups, pipelines, reviews, and funnels, so you can capture, nurture, and close from one login.
No. We include guided setup and ready-to-use workflows. You can go live fast and customize as you grow.
CRM + marketing automation, scheduling, forms/surveys, website builder/hosting, phone/SMS line, integrated payments (standard processing fees apply), AI Chatbot, and unlimited reputation management.
Everything in Jobsite Engine plus AI Employees (3-agent bundle) for advanced lead handling, Q&A, and booking.
Yes. No contracts, cancel anytime.
Fees are set by Stripe and billed by Stripe directly (e.g., card and ACH rates). CRMMarketing.ai does not mark these up. You can view exact rates inside your Stripe dashboard.
We offer done-for-you buildouts and custom automations. Ask about our onboarding and DFY packages.
cancel anytime - no contracts

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