One system to run
the whole business.
Everything in one platform: CRM, conversations, calendars, funnels, payments, automation, with AI built in. We set it up and train your team, and the AI agents work your leads around the clock so nothing slips through.
30 days free · $97/month after · Everything included · No contracts
One platform for everything
a customer does with you.
From the first click to the five-star review. Pick a stage to see what runs it.
Capture leads from everywhere.
Websites, funnels, forms, calendars, and a chat widget, all wired straight into one CRM. Every click, every call and every message has somewhere to land, and nothing gets lost on a notepad or a sticky note.
- Websites & sales funnels
- Forms & surveys
- Online appointment calendars
- Website chat widget
- Missed-call text back
- Inbound call tracking
Follow up until they book.
SMS, Facebook Messenger, Instagram DMs, WhatsApp, Google messages and live chat all land in one inbox. Conversation AI answers within seconds, and the automations keep each lead warm until they book.
- Conversation AI that replies in seconds
- One inbox: SMS, Messenger, Instagram DM, WhatsApp & live chat
- Workflows & automations
- Appointment reminders
- Saved replies to common questions
- Voicemails delivered without ringing
Turn conversations into sales.
Simple visual pipelines show where every deal stands. When a hot lead replies, the system rings your phone. Invoices, estimates and e-signatures close the loop without you chasing paperwork.
- Drag-and-drop sales pipelines
- Your phone rings when a hot lead replies
- Invoices, estimates & text-to-pay
- Documents & e-signatures
- Revenue dashboards & reporting
- Call recording & tracking
Turn happy customers into reviews and referrals.
Happy customers become your best marketing. A review request goes out after every job on its own, you answer every review from one screen, and your rating climbs while you work.
- Automatic Google review requests
- Reply to reviews in one place
- Reputation dashboard & trends
- Social media planner
- Email & SMS campaigns
- Referrals that track themselves
Bring past customers back.
Past customers are the easiest sales you will ever make. A reactivation campaign texts and emails your old list with a fresh offer, and the AI books the replies straight onto your calendar.
- Campaigns for your past-customer list
- Email & SMS blasts
- Holiday & promo templates
- Win-back sequences
- Birthday & recall reminders
- AI books the replies for you
Run it all from
your phone.
The mobile app puts every conversation and every lead in your pocket, calendar included. Reply between jobs, move deals along from the job site, and get paid before you leave.
Send quick video messages that leads actually watch, and let the system ring your phone the second a hot lead replies, so you're always the first business to call back.
Replace $1,600 a month of tools.
Pay $97.
Assure CRM includes what most businesses piece together from a dozen subscriptions. Here's the comparison.
One plan, everything on this list included. Try the whole platform free for 30 days. After that it's month to month, no contract.
Integrates with the tools
you already use.
Your ad accounts, your store, your books, your calendar. Assure CRM connects to them, so data flows in on its own and nothing gets retyped.
Simple from
day one.
We set it up
We build your account, import your contacts, and connect your phone number and email, then your social pages. Everything is configured before your team ever logs in, so day one already works.
We train your team
Live onboarding on your real account, in short practical sessions with step-by-step playbooks. Your team learns by doing, not from slides, and picks up the daily routine in days, not months.
It runs your follow-up
AI answers, automations chase, the calendar fills, and you see all of it in one report.
We stay on call
We check in monthly and keep tuning the system as you grow. Questions go to someone who knows your account, not a ticket queue.
We stay until your team
owns it.
Worried your team won't adopt new software? That is exactly what we solve.
Live onboarding sessions
Real screen-share sessions with your team, on your account, with your real customers and calendar.
Step-by-step playbooks
Short written guides for the daily routine, from checking the inbox to confirming appointments and asking for reviews.
English and Spanish
Training delivered in the language your team is most comfortable with.
A real person on call
Questions get answered by someone who knows your account, not a ticket queue.
New-hire training included
Someone new joins your front desk? We train them too, at no extra charge.
It grows with you
As your business adds services or locations, we update the system and retrain the team.
What owners ask
about Assure CRM.
What is Assure CRM?
Assure CRM is the all-in-one CRM and AI follow-up platform we set up and run for local businesses. It puts contacts, one inbox for every message channel, calendars, payments, automation and AI agents behind one login. It costs $97 a month after a 30-day free trial, with no contract.
How much does it cost?
It is free for 30 days, then $97 a month. One plan includes everything on the list above, month to month, with no contract.
Who sets it up?
We do. We build your account, import your contacts, connect your phone number and email, link your social pages, and then train your team.
What if my team will not use it?
That is the problem our training is built for. We run live onboarding on your real account, leave short written playbooks, stay on call, and train new hires at no extra charge.
What happens when I miss a call?
Missed-call text back is part of the platform. The caller gets a text right away, so the lead does not go cold while you are with a customer.
Does it work in Spanish?
Yes. Training is delivered in the language your team is most comfortable with, and our AI receptionist add-on answers calls and texts in Spanish.
Does it connect to the tools I already use?
Yes. It connects to Facebook, Instagram, WhatsApp, TikTok, Google Business Profile, Google Calendar, Gmail, Shopify, Stripe, PayPal, QuickBooks, Zapier and WordPress.
Do I own my data?
Yes. Your CRM account sits under your name. If you ever leave, you take everything with you.
Businesses already
using this.
Metropolitan Medical Centers
Visit the live site
Metropolitan Smile Design
Visit the live site
Try it free for
30 days.
Book a quick call and start the free trial. We set up your account and connect your number, and you watch your own business running in it before you pay a dollar.
English y español · South Florida and DFW
