Software Selection
Picking the Right SOFTWARE
Software is important in setting the foundation and functionality of your business.
We want you (and your team) to feel confident with the most comprehensive software that is the right fit for your business. Our preferred software vendors are listed below. We highly recommend their software from first hand experience.
Software is not a one size fits all. You may need to use a different software (instead of what is listed below) depending on your needs, budget and resources. While we are versed in many different CRMs, LMSs and other supporting software, the options below have a solid track record of performance, affordability, functionality and support (plus we are very proficient in them).
If you are ready to sign up for a software below, please click the icon to use our affiliate link.
If you need more support to find the right software for your business, CLICK HERE to schedule a call .
Top Software Picks
GREEN ROPE CRM
OUR COMPLETE CRM OF CHOICE
Finally, a CRM that does it all.
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Everything your business needs for maximum growth and efficiency.
👉 Manage the entire customer journey
👉 Attract & generate new leads
👉 Nurture and convert leads into customers
👉 Marketing Automation & Lead Scoring
👉 Website Builders & Forms
👉 Customer Journey Mapping
👉 Sales Pipelines & CRM Activities
👉 Team Calendaring & Events
👉 Customer Service
👉 Surveys & Advanced Reporting
👉 Digital Document Signing
👉 Projects, Wikis & Asset Libraries
👉 Learning Management System
Green Rope CRM is our preferred Complete CRM that puts everything you need under one roof. We can either guide you in setting up GreenRope or we can build out GreenRope for you. Plus we have a maintenance program for ongoing support.
CLICK HERE TO GET STARTED WITH GREENROPE CRM
ACTIVE CAMPAIGN CRM
OUR CRM OF CHOICE
DON’T JUST EMAIL
Drive growth with customer experience automation.
ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences.
It doesn’t stop at email marketing…
👉 Advanced Reporting
👉 Site Tracking
👉 Email Segmentation
👉 Automation Goals
👉 Lead Scoring
👉 Integrated Forms
👉 Migration Services
A CRM with email and sales automation keeps all your customer data organized in one platform. Manage your pipelines, update deals, and always follow up at the perfect moment.
Active Campaign is our preferred CRM. We can either guide you every step of the way to setup Active Campaign or we can setup Active Campaign for you. Plus we have a maintenance program for ongoing support.
PASSION.io
OUR APP BUILDER OF CHOICE
How are hundreds of coaches, teachers, and experts doubling the value of their clients… without working more hours?
It’s all thanks to ONE thing, which:
👉 Gives existing clients extra support & services outside of their in-person appointments… so they feel more valued, get better results, and gladly hand over more for it
👉 Allows coaches to work with clients all over the world — without lengthy phone calls, messenger chats, or Zoom meetings
👉 Is hugely scalable and automated, while remaining virtually “hands free”
What is this ONE thing?
YOUR OWN APP.
Having an app allows coaches to offer more to existing clients (and charge for it)... without putting in tons of extra hours.
Passion.io is our preferred APP builder that makes getting your own white labeled App simple and affordable. Say goodbye to expensive app build outs. We can either guide you in setting up Passion.io or we can build out Passion.io for you. Plus we have a maintenance program for ongoing support.
CLICK HERE TO GET STARTED WITH PASSION.IO
KAJABI
OUR LMS OF CHOICE
Online course creation made easy with Kajabi
Everything you need to create, market, and sell online courses from the same dashboard, with customizable blueprints to help you go from zero to launch in record time.
The #1 LMS to Grow Your Knowledge Business.
👉 All In One Platform. Everything you need in a single platform. Products, websites, landing pages, payments, analytics, marketing automations, email, communities, and more. It all just works!
👉 Premium Products. Create polished products that attract premium prices. Create courses, coaching programs, membership sites, podcasts, newsletters, and bundles. Multiple income streams.
👉 Sell. Make it easy for customers to pay. Offer one-time payments, trials, installments, subscriptions, and one-click upsells. Grow revenue.
Monetize your knowledge. Create a mini-course or a full blown signature program, Kajabi makes it easy. Start from absolute scratch..
Kajbi is our preferred LMS (Learning Management Software). We can either guide you in setting up Kajabi for optimum use or we can build out Kajabi for you. Plus we have a maintenance program for ongoing support.
CLICK HERE TO GET STARTED WITH KAJABI
thrivecart
OUR shopping cart platform OF CHOICE
Enabling businesses to boost revenue with high converting cart pages.
👉 Easy to Use: Many users have praised Thrive Cart for its user-friendly interface, making it easy to navigate and set up their online store.
👉 Customizable: Thrive Cart allows for a high level of customization, including the ability to create custom checkout pages, upsell and downsell pages, and offer multiple payment options.
👉 Marketing Features: Thrive Cart includes several marketing features to help increase sales, such as the ability to offer discounts, create promotions, and set up affiliate programs.
👉 Integrations: Thrive Cart integrates with several popular tools, including email marketing platforms, membership sites, and payment gateways.
Customer Support: Users have reported that Thrive Cart's customer support team is responsive and helpful, providing quick solutions to any issues that arise.
ThriveCart is our preferred cart platform of choice. We can either guide you in setting up ThriveCart for optimum use or we can build out ThriveCart for you. Overall, if you are looking for an easy-to-use and customizable platform to set up your online store and increase sales, ThriveCart may be a great choice.
CLICK HERE TO GET STARTED WITH THRIVECART
Disclosure: We may earn a small referral fee from the software we recommend on this page. We only recommend specific software because we have used their software, vetted them against others and we believe in their features. Imagine if every day your technology just worked. If it was simple, powerful and elegantly designed around your needs. Imagine if you were confident in your software, and you knew you could come in every day and things were rock solid. Imagine if you had a question, and you received superior support.
That’s the software we use and recommend.
"This is a software powered world."
– Satya Nadella, Executive Chairman and SEO of Microsoft