Pricing and Plans
Plans For Advisors Of All Sizes
Starter Plan
Advisors who prefer a DIY approach to setting up automations, forms, landing pages, and email campaigns. This plan is designed to introduce users to the CRM’s capabilities and encourage an upgrade once they realize the benefits of our higher-tier plans.
Essentials
For Advisors who recognize the value of automation but either lack the technical skills or time to implement it independently. This plan offers hands-on guidance to help them get started but excludes advanced marketing services.
Done For You Plan
Advisors who are serious about growing their businesses and want a hands-off approach to marketing and automation.
Plans & Pricing
Essentials
for website creation and standard CRM
$97/month
Reviews
- Get New Reviews Automatically
- Google Direct Reviews
- Respond To Reviews In One Place
- Review Sharing On Social Sites
Messaging
- Streamline Communication Into 1 Inbox: Facebook Messenger, Email, SMS, Webchat, Google Messaging, Etc
- Reply To Leads & Customers With Inbox
- Chat In Real Time With Livechat
- Mobile App For Easier Communication On The Go
Webchat
- Increase website conversions with an on-site chat widget that moves conversations to text.
1,000 SMS Credits
MOST POPULAR
Professional
for established businesses
looking to grow
$297/month
Reviews
- Get New Reviews Automatically
- Google Direct Reviews
- Respond To Reviews In One Place
- Review Sharing On Social Sites
Messaging
- Streamline Communication Into 1 Inbox: Facebook Messenger, Email, SMS, Webchat, Google Messaging, Etc
- Reply To Leads & Customers With Inbox
- Chat In Real Time With Livechat
- Mobile App For Easier Communication On The Go
Webchat
- Increase website conversions with an on-site chat widget that moves conversations to text.
YEXT Integration
- Automatically boost your google ranking with YEXT by putting your business on 150 different platforms at once!
Payments
- Easy Text 2 Pay Client Invoicing
CRM
- Grow your audience & know where new leads are coming from
- Easily Import/Export Leads
Auto Missed Call Text Back
- When you're away, have CHATT follow up via text so you never lose another customer
"Business in a Box System" Packed
with Features for YOUR Business
Starter Plan
$97/Month
Features
Full access to Autom8 CRM as a blank slate.
Preloaded custom fields.
Email support only.
Ideal For : Advisors who prefer a DIY approach to setting up automations, forms, landing pages, and email campaigns. This plan is designed to introduce users to the CRM’s capabilities and encourage an upgrade once they realize the benefits of our higher-tier plans.
Essential Plan
$499/Month
Features
Everything in the Starter Plan:
Full access to Autom8 CRM and all prebuilt workflows.
Sales Follow-Up Automations
Seminar Automations
Client Service Automations
Birthday Reminder Automations
Email and Text Drip Campaign Automations & more!
Dedicated account manager.
Private onboarding.
Phone and email support.
Access to the Autom8 Marketplace.
Ideal For: Advisors who recognize the value of automation but either lack the technical skills or time to implement it independently. This plan offers hands-on guidance to help them get started but excludes advanced marketing services.
Done For You Plan
Most Popular
$2,000/Month
Features
Everything in Essential PLUS:
CRM & Automation:
Automated Sales Follow-Ups, Seminars, Client Service, Birthdays, Email Drips & More!
Custom Automation Creation: One custom automation created per month.
Email Campaigns:
Automated drips, 4 monthly newsletters, and 2 targeted invites!
Social Media & Landing Pages:
12 expert posts and 1 custom landing page monthly!
Coaching & Community Support:
Private group access, monthly group calls, and 1-on-1 coaching!
Events & Webinars:
Monthly event automation and 3 webinars annually!
Access to Autom8 Marketplace
Ideal For: Advisors who are serious about growing their businesses and want a hands-off approach to marketing and automation.
Autom8 Marketplace
The marketplace offers additional services à la carte, allowing advisors to customize their experience
without committing to a higher plan.
These services include:
Logo Creation: $250 (one-time).
Social Media Posts: $99 for 3 posts.
Custom Video Scripts: $250 each.
Email Campaign Creation: $399 each.
Custom Automations: $199 per automation.
Landing Page Setup: $199 per page.
A2P Registration and Setup: $199 (one-time).
Personal Autom8 Training: $199 per hour.
Autom8 Marketplace
The marketplace offers additional services à la carte, allowing advisors to customize their experience without committing to a higher plan. These services include:
Logo Creation: $250 (one-time)
Social Media Posts: $99 for 3 posts
Custom Video Scripts: $250 each
Email Campaign Creation: $399 each
Custom Automations: $199 per automation
Landing Page Setup: $199 per page
A2P Registration and Setup: $199 (one-time)
Personal Autom8 Training: $199 per hour
Join the Movement!
You Don’t Have to Do It Alone
Running a financial business is hard, but marketing doesn’t have to be. Autom8 offers a Done-For-You program where we take care of your marketing strategy, campaigns, and execution. You focus on building relationships—we’ll handle the rest.
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