Beyond CRM
$197/month
- Contacts, deals and next steps in one place
- Pipeline stages and reminders
- Works with the Lead System
A CRM for contractors that actually gets used.
Every lead, quote and follow-up in one place, with reminders so no job slips through the cracks. Built for owners who are on job sites, not at a desk.
Pricing
Start today. Cancel anytime.
Clear monthly price, secure checkout, and you can cancel yourself from your account in one click. SEO and lead generation come with our 120-day results guarantee.
Qualified Lead System
$497/month
- Qualified leads in your service area, sent to your phone and CRM
- Fast follow-up texts and emails so leads do not go cold
- Monthly results report
🔒 Secure checkout by PayPalCancel anytime from your accountQuestions? 801-372-7928Prefer a call first? Book free
Why contractors lose jobs without a CRM
Leads come in from calls, texts, Google, Facebook and referrals. Quotes go out from your truck. Then life happens, and the follow-up that would have won the job never gets sent. A CRM keeps it all in one list with a next step and a date, so nothing depends on your memory.
What Beyond CRM includes
- Contacts, deals and next steps in one place.
- Pipeline stages from new lead to quoted to booked to done.
- Reminders so every quote gets followed up.
- Works with the Lead System and our missed-call text-back, so new leads land in your pipeline automatically.
- Phone-friendly. Install the Beyond Wealth app to your home screen and check leads between jobs.
Now included: booking, quotes and invoices
- Online booking page. Customers pick a service and an open time from their phone, and the job lands in your pipeline.
- Quotes with online approval. One price or good, better and best options, approved online with the customer's typed name. Ask for a deposit if you want one.
- Invoices with PayPal pay links. Payments go straight to your PayPal account. Mark cash and check payments yourself.
Price and terms
$197 a month on its own, and included free with the Qualified Lead System ($497/mo) and our performance lead plan. Cancel anytime from your account. Want to try the software first? The 3-day software starter is $8 once and never renews.
Questions
Do I need to be good with computers?
No. If you can send a text, you can use it. We set it up with you.
Can I bring my existing customers?
Bring your customer list to the setup call and we’ll go over the best way to get it in.
Is the CRM included with other plans?
Yes. It’s included with the Qualified Lead System and the performance lead plan.
Can I cancel?
Yes, anytime from your account. Cancelling stops future charges and you keep access through the time you paid for.
Questions first? Talk to Ethan. Call 801-372-7928 · Text · Book a free 15-min call