Xtreme Automator®
The Best CRM Software for
Break free from disconnected systems holding you back. Consolidate and automate your business operations with our comprehensive AI-powered CRM platform.
Fuel your Growth with a Full-Service Automation Company
Partner with a Full-Service Automation Company focused on Results.
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Components of the Best CRM Software
A robust CRM platform is essential for modern business success. Here are the key components that make our solution stand out as the best CRM Software for Small Businesses:
Components of the Best CRM Software
A robust CRM platform is essential for modern business success. Here are the key components that make our solution stand out as the best CRM Software for Small Businesses:
Your All-in-One Marketing Toolkit
Power your growth with professional marketing tools, all included with your subscription.
Optional Done-for-You Services available when you need them.
Local SEO: Dominate your Local Market
Track and improve your local search performance with real-time grid visibility monitoring, precise rank tracking, and competitive analysis. Leverage comprehensive GMB analytics to maximize your local digital presence.
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Reputation: Increase your Trust & Reputation
Monitor and manage reviews across all major platforms while automating review collection through multiple channels. Feature authentic reviews on your website and respond efficiently with AI-powered assistance.
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Email Marketing: Connect & Convert your Audience
Deploy targeted email campaigns with precision through advanced user segmentation, customized email blasts, and detailed performance analytics. Transform subscribers into loyal customers with data-driven strategies.
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SEO Optimization: Increase your Search Rankings
Monitor your SEO performance through our comprehensive dashboard, featuring detailed keyword tracking, competitor analysis, and technical SEO monitoring to ensure maximum search visibility.
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Paid Media: Summon Targeted Traffic Immediately
Seamlessly integrate and monitor all your advertising campaigns through a unified analytics dashboard. Launch, track, and optimize paid campaigns while accessing comprehensive performance metrics in real-time.
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PR Marketing: Boost your Credibility Overnight
Distribute professionally crafted press releases across 300+ trusted news outlets. Expand your reach, boost your SEO and establish credibility through strategic media placement and professional syndication.
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Local Search Boosters™
Reputation Boosters™
Social Media Boosters™
Email Rocket Boosters™
Ranking Boosters™
Traffic Boosters™
Media Blast Boosters™The Best CRM Platform for Small Businesses
Transform your small business with intelligent workflows and automation
Sales Automation
Dominate your Local Market
Accelerate your sales process with our AI-powered CRM platform, featuring automated tools that eliminate manual tasks and maximize your team’s selling potential.
Pipeline Management
Track and optimize your sales journey with a visual pipeline that provides real-time insights into each stage, enabling seamless team and individual performance monitoring.
- Monitor deals across every stage of your sales process
- Track individual and team performance metrics
- Forecast revenue with AI-powered analytics
- Automate task assignments and follow-ups
- Generate detailed performance reports
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Communications Hub
Centralize and automate customer interactions across email, SMS, chat, and voice channels in one powerful inbox. Leverage automated responses and follow-ups to ensure no opportunity slips through the cracks.
- Unify all communication channels in one inbox
- Access conversations through mobile and desktop
- Set up automated response sequences
- Track engagement and interaction history
- Enable team collaboration on customer threads
Consolidates:
Digital Document Suite
Streamline your document workflow with professional tools for creating, sending, and managing proposals and contracts, complete with secure digital signatures and real-time tracking capabilities.
- Generate professional proposals with templates
- Create legally-compliant contracts online
- Request and track digital signatures
- Monitor document engagement analytics
- Automate follow-up sequences
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Advanced Sales Funnel Builder
Build and optimize conversion-focused sales funnels with our intuitive builder, featuring comprehensive analytics and advanced optimization tools.
- Monitor comprehensive funnel analytics
- Implement strategic two-step checkout processes
- Create targeted upsell and downsell opportunities
- Track conversion rates at every stage
- A/B test funnel elements for maximum performance
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Smart Phone System
Transform your business communications with our integrated phone solution, offering dedicated lines, call scripts, automated text-back features, and comprehensive mobile integration.
- Assign dedicated lines to team members
- Access customizable call scripts
- Enable automated missed call text-back
- Track and record calls for quality
- Integrate with mobile devices seamlessly
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Service Automation
Elevate Your Client Experience
Elevate your service delivery with the best CRM software for small businesses, featuring intelligent automation that streamlines client interactions and maximizes operational efficiency.
Appointment Management
Streamline your scheduling process with our comprehensive appointment solution that adapts to any service-based business model.
- Configure multiple appointment types and calendars
- Enable round-robin scheduling for team distribution
- Set up automated appointment follow-ups
- Embed branded scheduling widgets on your website
- Process payments for appointment bookings
- Integrate with popular calendar platforms
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Communications Hub
Centralize and automate client interactions across email, SMS, chat, and voice channels in one unified inbox.
- Access all conversations through desktop and mobile
- Automate response sequences and follow-ups
- Track client engagement history
- Enable team collaboration on communications
- Maintain consistent client messaging
Consolidates:
Smart Data Collection
Capture and manage client information efficiently with our versatile data collection tools.
- Create custom contracts and proposals
- Design interactive forms and surveys
- Generate engaging quizzes for lead generation
- Deploy QR codes for easy information access
- Automate data organization and follow-ups
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Intelligent Website Chat
Enhance your website’s engagement capabilities with our advanced chat solution.
- Deploy multiple chat types (SMS, Email, Live, WhatsApp)
- Customize chat widgets to match your brand
- Leverage AI-powered automated responses
- Collect and suggest relevant information
- Track conversation analytics and performance
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Comprehensive Client Portal
Provide clients with secure, 24/7 access to their important information through a branded portal.
- Offer access to estimates and invoices
- Share proposals and contracts
- Provide course and training materials
- Enable community engagement features
- Customize portal URL and branding
- Track client portal usage and engagement
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Operations Automation
Maximize Your Business Efficiency
Streamline your operational workflows with our AI-powered CRM platform, featuring automated tools that optimize team productivity and business processes.
Smart Contact Management
Transform how you organize and interact with your contact database through our intelligent management system.
- Create dynamic smart lists with custom criteria
- Implement automated tagging systems
- Perform bulk actions efficiently
- Track engagement history automatically
- Segment contacts based on behavior
- Enable team collaboration on contact records
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Communications Hub
Centralize and automate all client interactions across email, SMS, chat, and voice channels in one unified inbox.
- Access all conversations through desktop and mobile
- Automate response sequences and follow-ups
- Track client engagement history
- Enable team collaboration on communications
- Maintain consistent client messaging
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Template Management
Streamline your communication efforts with our comprehensive template solution.
- Create and organize email templates by category
- Design SMS templates for quick responses
- Set up template groups for different purposes
- Enable team-wide template sharing
- Automate template personalization
Advanced Phone System
Power your business communications with our feature-rich phone solution.
- Make calls directly from web or mobile app
- Enable seamless call transfers between team
- Manage multiple dedicated phone lines
- Access call recording and analytics
- Set up sophisticated phone trees
- Much More Advanced Phone Automations
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Powerful Mobile App
Access your entire business operation through our powerful mobile application.
- Manage all communications on-the-go
- Process estimates and invoices instantly
- Enable tap-to-pay functionality
- Access marketing tools and analytics
- Respond to urgent matters instantly
- Track team activity in real-time
Marketing Automation
Power Your Growth Strategy
Transform your marketing efforts with the best CRM software for small businesses, featuring sophisticated automation tools that drive engagement and maximize ROI.
Powerful Workflow Builder
Design and deploy complex marketing automations through our visual workflow builder that makes automation accessible to everyone.
- Create multi-step automation sequences
- Implement conditional logic branches
- Set up time-based triggers
- Enable dynamic content personalization
- Monitor workflow performance
- Scale campaigns automatically
Triggers & Actions Engine
Build responsive automations using our comprehensive library of triggers to initiate workflows and actions to execute your marketing strategy.
- Trigger on form submissions and execute email sequences
- Launch workflows based on website behavior and update contact records
- Initiate sequences from purchase activities and assign team tasks
- Start automations from email engagement and tag contacts
- Begin workflows from custom field updates and send notifications
- Create time-based triggers and update marketing campaigns
Pre-Built Workflow Templates
Fast-track your marketing automation with our library of proven workflow templates designed for various business scenarios.
- Automate contact nurturing and segmentation workflows
- Deploy intelligent pipeline and deal stage automation
- Execute appointment reminder and follow-up sequences
- Streamline payment collection and invoice reminders
- Implement missed call recovery and response systems
- Access dozens more proven automation templates
Custom Workflow Designer
Build tailored automation workflows that match your unique business processes and requirements.
- Create industry-specific personalized workflows
- Design custom trigger/action combinations
- Develop unique action sequences tailored to your needs
- Enable advanced branching logic (if/and conditions)
- Advanced API connections (replacing Zapier)
Performance Analytics
Monitor and optimize your marketing automation performance with comprehensive analytics and reporting.
- Track workflow effectiveness
- Measure conversion rates
- Analyze engagement metrics
- Monitor ROI by campaign
- Generate custom reports
- Identify optimization opportunities
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Payments Automation
Streamline Your Revenue Collection
As the best CRM software for small businesses, we transform your payment processing with AI-powered automation tools that simplify transactions and maximize cash flow efficiency.
Versatile Product Management
Configure and manage diverse product offerings through our comprehensive product catalog system.
- Set up one-time and subscription products
- Manage physical product inventory
- Deploy digital product delivery
- Create product variants and bundles
- Enable automated fulfillment
- Track product performance metrics
Estimate & Invoice Management
Transform your billing process with our comprehensive estimates & invoicing solution.
- Create professional branded templates
- Convert estimates to invoices automatically
- Set up flexible payment plans
- Enable automated payment reminders
- Track document status and engagement
- Generate detailed financial reports
Point of Sale Integration
Enhance your in-person sales with our integrated POS capabilities.
- Process in-person transactions
- Manage inventory in real-time
- Track sales performance
- Enable staff management
- Generate sales reports
- Reconcile transactions automatically
Dynamic Payment Collection
Simplify payment collection with versatile payment tools and options.
- Create custom payment links
- Design branded checkout forms
- Enable partial payment options
- Set up subscription billing
- Track payment analytics
- Automate receipt generation
Payment Gateway & Accounting Integration
Connect your entire financial ecosystem with leading payment processors and accounting platforms for seamless operations.
- Integrate with top payment providers
- Access additional payment gateway options
- Sync transactions with QuickBooks
- Connect with Wave accounting
- Enable multi-currency support
- Automate financial reconciliation
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Simple Yet Powerful CRM Software for Small Businesses
All your business tools in one easy-to-use platform - no tech expertise needed
Premium Expansion Modules
Extend Your Platform’s Power
Enhance your business capabilities with our advanced modules designed to expand your CRM’s functionality and business reach.
Course Management
Community Platform
Custom Object Builder
Affiliate Management
WhatsApp IntegrationCourse Management
Transform your expertise into revenue with our comprehensive course creation and delivery platform.
- Design professional online courses
- Create interactive learning paths
- Track student progress automatically
- Enable subscription-based access
- Generate engagement reports
- Manage student communications
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Community Platform
Build and nurture engaged communities that drive customer loyalty and create additional value streams.
- Create private member spaces
- Enable discussion forums
- Facilitate member networking
- Manage content permissions
- Track engagement metrics
- Monetize community access
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Custom Object Builder
Tailor your CRM to manage any type of business asset or information with our flexible custom object system.
- Create any custom business object imaginable
- Configure real estate property listings
- Setup automotive inventory tracking
- Build highly customized service databases
- Create object-specific system automations
- Seamless integration with other platform features
Affiliate Management
Scale your business through partner relationships with our comprehensive affiliate system.
- Track affiliate performance
- Manage commission structures
- Automate payment processing
- Generate performance reports
- Provide marketing materials
- Monitor conversion rates
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WhatsApp Integration
Enhance customer communications with professional WhatsApp business capabilities.
- Enable WhatsApp business features
- Automate response sequences
- Track message engagement
- Manage team inbox
- Create message templates
- Monitor analytics
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Industries We Transform Through Automation
Partner with a leading Automation Company to revolutionize your business operations with intelligent solutions tailored to your industry.
Service Providers
From consultants to healthcare professionals, streamline your client management and service delivery.
- Automate appointment scheduling and follow-ups
- Manage client communications across all channels
- Process payments and handle invoicing seamlessly
- Create professional client portals
- Deploy service-specific automation workflows
- Scale your practice efficiently
Small Businesses
Transform your local business operations with best CRM Software for Small Businesses.
- Centralize customer data and communications
- Automate marketing and follow-up sequences
- Process payments and manage finances
- Build strong customer relationships
- Track and improve local presence
- Operate with enterprise-level efficiency
eCommerce Stores
Power your online store with intelligent automation that drives sales and customer satisfaction.
- Automate order processing and fulfillment
- Integration with our eCommerce Websites
- Create targeted lead followup campaigns
- Deploy abandoned cart campaigns
- Manage customer support across channels
- Boost client retention with targeted campaigns
Professional Agencies
Power your agency operations with intelligent automation that streamlines client service delivery.
- Real Estate Agencies: Manage properties, clients, and transactions
- Insurance Agencies: Handle policies, claims, and client communications
- Staffing Agencies: Track candidates, placements, and client requirements
- Travel Agencies: Manage bookings, itineraries, and client preferences
- Property Management: Handle tenants, maintenance, and owner relations
- Talent Agencies: Manage talent profiles, bookings, and client relationships
Enterprise Organizations
Streamline complex operations with customizable automation solutions built for scale.
- Implement custom workflows
- Manage department-specific needs
- Enable cross-team collaboration
- Track comprehensive analytics
- Ensure compliance and security
- Scale operations efficiently
Franchise Networks
Maintain consistency while enabling local autonomy through our comprehensive management system.
- Standardize operations across locations
- Enable location-specific customization
- Track performance by location
- Manage brand consistency
- Share resources efficiently
- Scale network operations
Each business type benefits from our platform’s flexibility and comprehensive feature set, creating a tailored solution that drives growth and efficiency.
Xtreme Automator® Reviews
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The Automation Company You Need
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The Best CRM Software Without the Headaches
Skip the complexity - get enterprise features with small business simplicity
Xtreme Automator® FAQ’s
Frequently asked questions about working with the best CRM platform
Our platform stands out by combining comprehensive automation capabilities with AI-powered features at an affordable price point. Unlike traditional CRMs that require multiple add-ons, we provide a complete suite of tools including sales, marketing, and service automation in one unified platform. As your Automation Company, we ensure you get enterprise-level features without the enterprise-level complexity or cost.
Yes! As the best CRM software for small businesses, we’ve structured our pricing to be accessible while delivering enterprise-level capabilities. Most small businesses actually save money by consolidating 5-10 different software subscriptions into our single platform. Our all-in-one solution includes features that would typically cost thousands in separate subscriptions – from automation tools to payment processing. Plus, by automating routine tasks, our CRM helps small businesses accomplish more with their existing team, significantly reducing operational costs while boosting productivity.
Not at all. While we offer sophisticated capabilities, our CRM software for small businesses is designed to be intuitive and user-friendly. We eliminate complexity in three key ways:
- Our expert team handles the technical setup and configuration
- We provide comprehensive training and ongoing support
- Our interface is clean and straightforward, making daily operations simple
Plus, as your dedicated Automation Company, we ensure you’re only implementing the features your business needs right now, with the flexibility to activate more advanced capabilities as you grow. This means you get powerful automation without overwhelming your team.
Our CRM platform is designed to serve various business types, including:
- Service Providers (consultants, professionals, healthcare providers)
- Small Businesses looking to automate operations
- eCommerce businesses requiring order and inventory automation
- Professional Agencies (real estate, insurance, property management)
- Enterprise Organizations needing scalable solutions
- Franchise Networks requiring standardized operations
- Each receives tailored features that match their specific needs.
With our expert technical setup team, most businesses can be up and running within days, not weeks or months. We handle everything from data migration to workflow configuration, and provide comprehensive training to ensure your team can maximize the platform’s capabilities. Our structured onboarding process ensures a smooth transition without disrupting your current operations.
Yes! Our CRM platform offers extensive integration capabilities. You can embed scheduling widgets, payment forms, and chat features directly into your website. We also support integration with major payment gateways (Stripe, PayPal, NMI), social media platforms, and accounting software (QuickBooks, Wave). Our API also allows for custom integrations when needed.
As a leading Automation Company, we provide comprehensive automation across:
- Sales processes (lead nurturing, pipeline management)
- Marketing campaigns (multi-channel communication)
- Service delivery (appointment scheduling, follow-ups)
- Payment processing (invoicing, recurring billing)
- Customer communication (email, SMS, chat)
All automations are easily configured through our visual workflow builder.
Our all-in-one CRM software for small businesses typically costs 50-70% less than purchasing separate tools for each function. Instead of paying for individual subscriptions for CRM, email marketing, phone system, appointment scheduling, and other essential tools, you get everything in one affordable package. Plus, we offer flexible pricing plans to match your business size and needs.
Yes! While our best CRM software provides all the tools you need for self-managed success, we understand some businesses prefer expert assistance. Our done-for-you services are completely optional and can be added to your subscription whenever you need extra support. Here’s how it works:
- Your dedicated marketing representative will conduct a comprehensive marketing audit
- Based on the audit, they’ll propose a customized marketing plan tailored to your goals
- You can choose which services to activate, as each marketing tool has its corresponding done-for-you service
- Plans are flexible and can be adjusted to match your specific needs and budget
Our done-for-you services require a minimum commitment of 6 months to ensure optimal results, and each service offers different packages to match various business needs. This approach allows you to start with the tools you need and seamlessly add professional support as your business grows.
We offer comprehensive support including:
- Dedicated setup specialists
- 24/7 technical support
- Regular training sessions
- Access to our knowledge base
- Scheduled strategy sessions
Our team ensures you’re maximizing your platform’s potential and achieving your automation goals.
We maintain the highest security standards with:
- Enterprise-grade data encryption
- Secure payment processing
- Regular security audits
- Automated backups
- Role-based access control
- Compliance with industry standards
Your business and customer data are protected with bank-level security measures.
Absolutely! Our CRM platform grows with your business. You can:
- Add users as your team expands
- Enable additional features when needed
- Increase automation complexity
- Add premium modules for advanced functionality
- Customize workflows for growing needs
- Expand into new business areas
There’s no need to switch platforms as your business evolves.
Social Media: Expand your Social Media Reach
Streamline your social media strategy with bulk posting capabilities, AI-driven content creation, and comprehensive analytics. Plan and execute campaigns efficiently with our intuitive social calendar.
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