Services
Assure CRM, set up and taught to your team
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. We build your account, train your team and stay on call. It costs $97 a month after a 30-day free trial, with no contract.
$97 a month after a 30-day free trial
Fit
Who this is for, and who it is not for.
A good fit
- Businesses losing leads between the phone, the inbox and a notepad
- Front desks that need one place to see every call, text and booking
- Teams that want training in English or Spanish
Not the right fit
- Anyone who wants software with no setup and no training
- Businesses that will not answer the leads it captures
What it does
Every call, text, form and booking in one inbox.
From the first click to the five-star review.
Capture
Everything that brings in a lead, from your web forms to the chat widget, feeds one CRM. Every click, call and message has somewhere to land, and nothing gets lost on a sticky note.
- Forms and surveys
- Online appointment calendars
- Website chat widget
- Missed-call text back
- Inbound call tracking
Nurture
SMS, Facebook Messenger, Instagram DMs, WhatsApp, Google messages and live chat land in one inbox. Conversation AI answers within seconds, and automations keep each lead warm until they book.
- One inbox for every channel
- Workflows and automations
- Appointment reminders
- Saved replies to common questions
Close
Simple pipelines show where every deal stands. When a hot lead replies, the system rings your phone. Invoices, estimates and e-signatures close the loop.
- Sales pipelines
- Invoices, estimates and text-to-pay
- Documents and e-signatures
- Call recording and tracking
Get reviews
A review request goes out after every job on its own, and you answer every review from one screen.
- Automatic Google review requests
- Reply to reviews in one place
- Email and SMS campaigns
Win back
A reactivation campaign texts and emails your past customers with a fresh offer, and the AI books the replies onto your calendar.
- Campaigns for your past-customer list
- Win-back sequences
- Birthday and recall reminders
Pricing
One plan, everything included.
Assure CRM
$97/mo after a free trial
Every feature on this page in one plan. Month to month, no contract.
- Setup by our team
- Live training for your staff
- New-hire training at no extra charge
AI add-ons such as the AI receptionist are priced on our AI agents page. The full list is on our pricing page.
How it works
Simple from day one.
- Step 1
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.
- Step 2
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.
- Step 3
It runs your follow-up
AI answers, automations chase, the calendar fills, and you see all of it in one report.
- Step 4
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.
Proof
Live client sites you can check yourself.
We publish a client's numbers only with their written OK and a source. Until then, the proof is what you can click. Case studies go up on our case studies page as clients approve them.
Setup and training
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.
Questions
What owners ask about Assure CRM.
What is Assure CRM?
How much does it cost?
Who sets it up?
What if my team will not use it?
What happens when I miss a call?
Does it work in Spanish?
Does it connect to the tools I already use?
Do I own my data?
Book a free 15-minute call.
Bring your phone log and your last ten leads. We will show you where they slipped and how Assure CRM would have caught them.
Serving South Florida and Dallas-Fort Worth. English and Spanish.
