The All in One Platform with Marketing Automations to make your work easier and more effective

The Marketing Agency

Industry Is Evolving.

The days of it being a choice for businesses to

have a marketing automation/nurture software

has passed. The adoption rate is increasing and

will soon be as common as email itself.

The smart marketing agencies are baking this

solution into their services. Increase results,

client retention and success for all involved.

CRM 37 allows you to do that at scale.

Want to know if CRM 37 is a good fit for you? Book a quick call with us below.

Benefits & Features


In More Detail


At its core, CRM 37 is focused on turning leads into customers. So having a powerful CRM solution is paramount. What I like most is that everything is built for function, visibility and is very customizable.

SMART LISTS The ability to create detailed smart lists is paramount when it comes to segmenting leads and managing custom actions to each group. Filter by anything you can create with custom fields, tags and access them easily.

TAGS Drives automation off of a tag system that can give you very detailed control over your triggers and automated marketing campaigns.

BULK ACTIONS From the CRM, be able to manage a number of bulk actions, saving time and energy. While still having a high level of control.

Get Started at $97/month

Get Started at $97/month

Voice & Calling

Powerful calling features open up a lot of

what is possible for your clients.

VOICEMAIL DROPS Leave ring-less voicemails

for interested leads. Call goes straight to


POWER DIALER/SMS Automate campaigns

with manual call events that work around

your clients operational hours. Automate the

call back with a power dial feature, to knock

out a lot of call backs with your team.

CALL TRACKING & MORE Easily manage

multiple users and sales teams, including

individual voicemail, call recording and ad

tracking with number pools.

Email & SMS Builder

CRM 37 wanted to allow marketing agencies to replace important tools that up until now have had to be patched together and can add up to a substantial expense. The core one is the drag and drop Email and SMS template builder.

SMS Builder Being able to create templates for your SMS campaigns saves a lot of time and energy. Combine custom values to the mix, and you are able streamline a lot of what you are trying to do for a client.

EMAIL BUILDER It is one thing to offer an email builder, but its another to give it a nice UI and make it fast. The simple to use drag and drop builder has all the features you need as a marketing company building custom emails for your clients.

GLOBAL FILE MANAGER When working throughout all of the areas of CRM 37 you will find that the images you upload are easy to access from any builder. So you only have to upload something once.

Get Started at $97/month

Get Started at $97/month

Website & Landing Page Builder

Build beautiful landing pages and websites right in CRM 37. Easily integrated into your sales funnel and duplicate for new clients in the same niche.

WEBSITES The ability to pull up an existing template and modify it, or build a website from scratch has never been easier.

LANDING PAGES Drive lead conversion for your clients with a landing page that drives them to take action.

Form & Survey Builder

Create forms that you can embed on websites with an iframe

code or can easily be integrated into websites or landing

pages you have built-in CRM 37.

FORM BUILDER Customize your form’s layout, use custom fields, custom CSS, all the features you want in a form to capture the lead info you need for your nurture campaign.

SURVEY BUILDER Take leads through an experience that allows you to capture important details to aid you in qualifying them. Use conditional logic to further customize their experience and drive conversion.

Get Started at $97/month

Get Started at $97/month


At the heart of it all, CRM 37 has created the best automation

solution. IT makes sense that this software is not built for the end user, just marketers, as it can do anything you need…but with that level of sophistication comes some ability to map out the automations and think through goals.

WORKFLOW BUILDER This new feature has made mapping out and building your clients automations much more approachable and efficient.

TRIGGERS Create actions based on anything you need, your creativity is normally where you find your limitations…for all new ideas there is an ideas board as well to get it built. You can trigger off of a call coming in, Facebook Ad, status change…. work with Tags in your contacts and the sky is the limit. Even create your own Trigger Links that you can put in SMS and Emails to trigger events when the link is clicked.


Expanding on the automation functionalities. CRM 37 makes it easy to build campaigns that take leads through a detailed nurture sequence. Triggers aid in moving them in and out of multiple campaigns as they mature towards becoming a customer. Maximize your ad spend with total control over your nurture campaigns.

In addition get detailed reporting right in the campaign, see open rates, etc. so that you can see right where you may want to adjust that specific nurture campaign.

EVENTS Each step of the campaign will have a step. Choose from SMS, Email, Voicemail Drops, Messenger, Call, Add Task, Webhooks, and Wait Steps.

INTERVALS Customize timing between each step with any time you want. Even work backwards from a specific date for reminder campaigns, webinars, etc.

Get Started at $97/month

Get Started at $97/month

Funnel Builder

We can’t talk about automation and follow-up lead nurture campaigns without mentioning being able to create the marketing funnel to get leads into your nurture.

FUNNEL BUILDER Bundle the Websites, Landing Pages, Forms and Surveys you have built and create sequences that take the lead through the necessary steps to convert them into a prospect.

FUNNEL ELEMENTS The ability to gather valuable details about your lead while maintaining their interest, takes multiple steps. Utilize low friction features like sticky contact info, incorporate your Facebook pixel, embed booking calendars and 2-step order forms.

Utilize funnels for initial lead capture goals, mature prospect booking sequences, as well as incorporating upsells and down-sells, and payments attached to calendar appointments.

Calendar 2.0

The ability to make it easy and automated to book appointments while not control of your calendar has been well thought out by CRM 37.

Building from leading marketing agency incites the calendar features and function will not disappoint.

ROUND ROBIN Customize multiple calendars based on multiple-user needs, equal and variable lead distribution, varying schedules and more.

STRIPE Integrate stripe payments directly into your calendars so that you can charge for appointments seamlessly.

DYNAMIC Integrate booking calendars into your landing pages or websites outside of CRM 37. The freedom is yours. With 2-way sync to Gmail you have the ability to always have your calendar current and booked just how you envision.

INTEGRATIONS Zoom & Office 365 Integrations

Get Started at $97/month

Get Started at $97/month


Now you can build out free or paid training for HR dept., new hire training, video courses, and free mini-course lead magnets, all within CRM 37.

FEATURES Organize your video course and incorporate that into an automated campaign, or have as a training for client’s branding needs, etc. In this virtual world we are living in, this can be a powerful tool.


See everything you need to get a clear overview of where your client is at with their sales opportunities.

OPPORTUNITIES Get a quick summary of how many leads have been won, lost and are still open.

PIPELINE Summary of how much money has been won, lost, and still in the process of being closed.

CONVERSION See what your close rate is, so you can monitor overall performance.

VISUAL Get a visual depiction of your sales pipelines, site traffic, and reviews from google my business pages, and more…a true business command center.

Get Started at $97/month

Get Started at $97/month


True Ad to Customer Attribution with CRM 37. Every business needs to know how each specific ad performs and converts. Bringing so many softwares into one, combined with thoughtful integrations has allowed marketers to easily track their ad dollars clear to the end where a lead becomes a customer or is lost.

REPORTING See valuable graphic representations of performance as well as detailed source reporting. It’s clean, robust and beyond useful when speaking to a client, and making important marketing decisions.

Are You Paying More Than $1500/month?

Our Solutions Goes For Only $97/month

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