Solutions

Create A Sales Process That Does The Heavy Lifting For You

Build better customer relationships, automate your sales process, & grow your business at lightning speed.

Generating Sales Just Got A Whole Lot Easier With

The Scaling Firm Suite

How It Works

Step 1

Capture

Stop losing out on potential sales because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to customers.

Step 2

Nurture

Easily reach your customers wherever they are: social media, email, text, voicemail, chat. Follow up with new leads in under 5 minutes with automatic messaging. Engage your leads with nurture campaigns so you always stay top of mind.

Step 3

Close

Get the power to close more deals. You'll know exactly where each potential client is in the buying process, so you can focus on the ones that are closest to closing. When they are ready to buy you can collect their payment right through the CRM.

SALES PIPELINE

Close More Deals with Less Work

  • Create a sales pipeline optimized to drive more sales to your business

  • Automated tasks and follow-up help you bring more deals to close

  • Get real-time updates on your leads so you can stay on top of everything

  • Whether you are a solo-preneaur or you have a sales team by your side

    The Scaling Firm Suite

    will keep you organized and streamlined, so you never lose a potential customer again

CRM & CONTACT MANAGEMENT

Turn Your Contacts Into Opportunites

  • Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close

  • Each new contact is another sales opportunity - automatically build your list with The Scaling Firm Suite

  • Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place

  • Stay organized and in control of your customer relationships

INVOICING

Make It Easy For Your Customers

To Pay You

  • Generate & send an invoice in as little as 30 seconds (seriously, we timed it)

  • Set up recurring invoices & allow your customers to auto-pay

  • Automatically send payment reminders & overdue notifications

  • Save money by getting rid of your invoicing software subscription

TEXT 2 PAY

Get Paid Faster

  • Send secure payment links right to your customer's phone via text

  • Customer simply enters their information, pays, and voila… you receive the money INSTANTLY

  • You can even generate a payment link on the go with our mobile app & paid in minutes

ONLINE CHECKOUT PAGES

Easily Sell Online

  • Easy, customizable checkout forms let you start selling online in minutes

  • Sell subscriptions or set up one-time payments

  • Offer instant, one-click upsells to maximize each order

  • Create custom automation after a sale is made for a seamless customer experience

REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

  • The more positive reviews you have the more people will trust you & want to do business with you

  • Automatically send review requests over text to make leaving a review effortless for your customers

  • Rank higher on Google with more 5-star reviews

  • Create a strong online reputation that will automatically bring new customers to you

ONLINE CHECKOUT PAGES

Turn Your Customers Into MORE Customers

  • Make it easy for customers to refer their family and friends

  • 92% of customers are more likely to buy when referred by a friend

  • Referral marketing is one of the most effective ways to generate new customers

  • Turn your happy customers into new customers

REPORTING & ANALYTICS

Know Exactly What Is Working & What Is Not

  • Gain key insights to make better business decisions

  • Discover exactly what is working well & what needs improvement

  • Uncover untapped opportunities

See what our clients have to say

The Scaling Firm Suite has doubled my sales!

The Scaling Firm Suite has revolutionized the way we manage and scale our business, providing an all-in-one platform that meets all of our operational and advertising needs. Their exceptional support and intuitive tools have not only simplified our processes but also empowered us to focus on growth and innovation.

Christian Wilcox

The Scaling Firm Suite has doubled my sales!

The Scaling Firm Suite has set up and developed two businesses for me, excelling in every aspect. They didn't just kickstart our ventures but also play a crucial role in team training, ensuring that we are always on point with everything from compliance with licensing regulations to operational systems and time management. With The Scaling Firm Suite, taking on new projects is simple, thanks to their never-ending support, specialized knowledge, and expertise. Initially hired for their professionalism, they've since become more like family to us—a huge contributor to our continued success.

Steve Anderson

The Scaling Firm Suite has doubled my sales!

I hired The Scaling Firm Suite on a friend's recommendation, and they transformed our family business by streamlining operations and securing licenses quickly. They set up our legal documents, branding, website, software, advertising, and client systems, achieving full operation swiftly. In two years, we went from our first client to completing well over $2 million in projects. I have worked with The Scaling Firm Suite before they launched their customized platform, and I continue to be impressed by their constant commitment to bringing more value to our business. They've spiked our growth, educated our team, and improved our operations from day one. Their all-in-one software has fueled our growth while saving time and money and enhancing our customer engagement. Partnering with The Scaling Firm Suite has been our best decision, significantly impacting our success in the contracting industry.

Lisa Walters

The Scaling Firm Suite has doubled my sales!

Kristel and her team at the scaling firm are amazing! I'm so glad I reached out to her to help with setting up my small business marketing system. The system they provide is incredible, and the support is top-notch! Highly recommend!

R. Juler

Capture More Leads

Text-Based Chat

Automate Responses

Learn How Our All In One Sales & Marketing CRM Can Transform Your Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Social Media Management

Website Chat Widget

Forms & Surveys

Online Appointment Booking

Membership & Course Builder
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Autodialer

All In One Inbox
Automate Tasks
CRM & Sales Pipeline
Invoicing & Payments
Review & Reputation Management
Reporting & Analytics

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