CRM & Marketing Automation Plans

Benefits of a Marketing Automation System

A CRM is the key to unlocking unparalleled customer engagement and satisfaction. By harnessing customer data, businesses can personalize interactions, tailor marketing efforts, and provide exceptional service. Understanding customer preferences and behaviors allows for targeted campaigns, resulting in not only satisfied customers but loyal advocates. The enhanced engagement facilitated by a CRM translates into increased customer retention, a crucial metric for sustained business success.

With features like contact management, task automation, and sales tracking, a CRM enhances efficiency, allowing teams to focus on building meaningful relationships with customers. By eliminating manual processes, businesses can scale seamlessly, adapt to changing market dynamics, and gain a competitive edge.

N

Enhanced Customer Relationships

A CRM strategy fosters deeper and more meaningful relationships with customers. By centralizing customer data, businesses gain a comprehensive view of customer interactions, enabling personalized communication and tailored services. This enhanced understanding of customer needs and preferences results in increased customer satisfaction and loyalty.

N

Improved Operational Efficiency

Tasks such as lead management, contact tracking, and data analysis become automated, reducing manual workload. This efficiency not only saves time but also allows teams to focus on high-value activities, driving productivity and overall operational excellence.

N

Data-Driven Decision-Making

By leveraging analytics tools, organizations can make informed decisions based on real-time data. This data-driven approach is instrumental in identifying trends, forecasting sales, and optimizing marketing efforts. It empowers businesses to adapt to changing market conditions and make strategic decisions that drive growth.

N

Scalability and Adaptability

As the organization grows, the CRM system can accommodate increased data volume, additional users, and changing business processes. This scalability ensures that the CRM remains a valuable asset, supporting the business at every stage of its development and expansion.

CRM Packages

CRM Basic

$97/month

Unlimited contacts & users
Automations
Basic report emailed to you monthly that ties in data from various integrations. See data like new customers won, number of current leads, website traffic by channel, engagement rate, top website pages, social media top posts & impressions, along with social media and paid advertising data). See example report

CRM + Insights

$197/month

Everything in ‘Basic’ plus:
Live Dashboard – see data as it’s happening…don’t wait until the end of the month to see how you did. Easily see at a glance how your business is doing so you can adjust quickly
SEO Reporting & Local SEO data
1 hour group meeting each month to go over new feature releases, advanced training on the system, marketing tricks, any questions you have, etc. (feel free to have your staff attend this)

CRM + CMO

$597/month

Everything in ‘CRM + Insights’ plus:
A Fractional Chief Marketing Officer (CMO) – One-on-one meeting each month with Lisa to go over any questions you have, discuss any opportunities or red flags from your data that Lisa notices, etc.
Goal Tracking Setup & Strategy: Whether it’s improving the conversion rate of your lead magnet(s), improving the conversion rate of leads to customers, lowering your cost per lead, increasing leads, increasing your average lifetime value of customers, etc., we can help track this and come up with strategies to help achieve your goals
Also includes some basic website or workflow optimizations each month to help you reach your goals

CRM Pro

$1,500/month

Everything in ‘CRM + CMO’
An extension of your team. Rather than just helping out a little bit here and there as an advisor, we’re actually going in and implementing improvements to really help drive your goals so you can grow and scale your business effectively. Work might include: website updates, SEO, Facebook Ad management, Google Ad management, landing page creation and/or lead magnet creation, setting up and optimizing workflow automations, integrations, etc.

Jane App & PtEverywhere Integration Add-On

This add-on bridges that gap by connecting either Jane App or PtEverywhere with your CRM, automation, and reporting stack — delivering insights and workflows that help you grow with confidence.

Additional Automations

Integrating Jane adds on additional automation features to further streamline processes, reduce manual entry (and errors), and provide valuable feedback

Cancellation or no-show recovery automation (without the need for staff to manually tag them)
Win-back and reactivation campaigns (without the need for staff to manually check to see which patients have dropped off)
New patient onboarding flow (without the need for staff to manually add a booked tag)
Internal feedback survey workflow (ex. gets sent out automatically after the 1st visit)
Review request workflow (ex. gets sent out automatically after the 4th visit)

Additional Data

Bridging the data between Jane and the CRM delivers additional data so you can see which marketing channels are actually profitable, which providers deliver the highest long-term data, and see trends so you can scale with clarity

See which channels (Google, referrals, socials, ads) bring patients who stay longer and spend more
Stop wasting budget on channels that look busy but don’t produce real revenue
Make smarter marketing decisions backed by data — not guesswork
Understand which practitioners generate the highest lifetime patient value, not just appointment volume
Identify coaching or support opportunities for providers who need it
Compare your current performance against your historical averages so you can forecast with confidence

See example report

More information

Jane App or PtEverywhere Add-on: $150/month

Add this to any CRM/Automation Plan for advanced reporting, strategic visibility, and premium workflows that help turn Jane data into business growth. For clinics using Jane app and looking to convert more leads, retain more patients, and grow predictably, this add-on is a must.

Benefits of StraussTech as Agency

N

Customized

System is customized for you (workflows, email templates, fields that you actually use without all of the junk)

N

Tech-savvy

We understand technical things like DNS setup so your emails are more likely to get delivered to the inbox (rather than junk folder)…something that generally gets overlooked with other agencies.

N

Save time and money

As StraussTech implements new technology, workflows, custom lead magnets, funnels, ads, etc. these can be pushed out to subaccounts much faster than individual accounts. For those interested in upcoming new features, this will save a lot of time and money. Clients that are under StraussTech as the agency will also receive faster support.

N

APIs / Integrations

Not everything has the ability to integrate, but if there’s an API, StraussTech has the technical expertise to implement data transfers between systems which can help automate processes, save you time, as well as give you better visibility of what’s going on (when data gets tied into StraussTech’s DataHub dashboard system).

N

Data-driven

We can tie in multiple platforms into one dashboard so you can get a real time overview of what’s going on in your company without having to log in and out of several systems or manually update spreadsheets.

N

Knowledgeable & Experienced

Lisa’s past experience with working with investors, startups & business mentors has gained her a ton of knowledge of how to successfully grow and scale small businesses

Schedule a call

pricing starts at $97/month