PRIME Bundle Power-Up

The Sales Funnel Builder turns an LMS Product into a public Sales Funnel that anyone can reach without logging in. Choose a Three-Step Funnel (Landing Page, Checkout Page and Thank You Page) or a Two-Step Funnel that puts the checkout right on the Landing Page. You start from a finished example page, change it with the same blocks you use everywhere else, and set the Product Pricing to Free or Paid. Coming soon: funnels for Appointments, Proposals, Projects, Support Tickets, Membership Plans and Communities.

For example, a business coach adds her five-lesson pricing course as an LMS Product. She publishes a Three-Step Funnel with her intro video and an Offer Block on the Landing Page, payment on the Checkout Page and a short welcome on the Thank You Page. A second, free Product becomes a Two-Step Funnel she shares as a lead magnet.

In Onboarding, you choose the Role a new visitor (an Unknown Target) receives on sign-up, and you attach Automations for Known and Unknown Targets separately. To charge for a Product, set that Role to Client. The Start Experience decides where buyers land first: their usual Start Page, My Courses, or a Custom Portal Page that welcomes them, and later logins go back to their assigned Start Page. New buyers receive a customizable Portal Access Invitation, and Contacts already in your CRM receive a customizable Start Experience Email.

For example, a bookkeeping trainer sells a cleanup course to small business owners. Each new buyer joins her CRM as a Client and lands in My Courses on the first login. An Automation for Unknown Targets adds them to her newsletter Audience and tags them by course, so she knows exactly where every student came from.

Every funnel can be shared with a Direct Link in emails and social posts, embedded on your existing website with its Embed Code, or downloaded as a QR Code in PNG or SVG. Pair your Custom URL with Friendly URLs for a completely White Label link. Styling Options set the design for the whole funnel, and Preview shows each page exactly as your customers will see it before you click Publish.

For example, a yoga instructor embeds her beginner course funnel on her studio’s website, posts the Direct Link on her social accounts and prints the QR Code on a flyer at the front desk. Every route leads to the same funnel, in her studio’s brand and on her own domain.

Plenty of agreements already exist as PDFs. With PDF Signing, you start a new Document in Office > Documents, choose the data it pulls from (a Contact, Invoice, Estimate, Proposal, Project or Staff member), upload your PDF and drag the signature fields exactly where they belong. Require a signature from the Client, from a Staff member signing for your Organization, or both. Preview it, Save as Draft, Attach Files and edit the notification email before you Generate. Every signee receives the eSigned copy with the Audit Trail attached.

For example, a property management company’s lease was drafted by its attorney as a PDF. Instead of retyping it, the office uploads the lease, places the tenant’s signature field and the manager’s countersignature, and generates it for the new tenant. Both sides get the signed copy with its Audit Trail, and the PDF shows the IP address of each signee.

Save a PDF once in the PDF Template Editor (Office > Documents > Templates), choose a CRM Target or a Staff/Team Target, set the signers and place the fields. Whenever you need it, turn it into a Document for a Contact or Staff member, or apply it to an Invoice, Estimate, Proposal or Project, and the Placeholders fill in the right information while the right people are set as Signers. Click Configure Automation to stack as many Automations as you need or apply an Automation Template, so your PDFs can be modified with dynamic data as part of an Automation and sent out automatically to multiple Contacts or Staff for eSigning.

For example, an accounting firm’s engagement letter comes from its insurer as a fixed PDF that can’t be rewritten. The firm saves it once as a PDF Template with signature fields for the client and a partner. For each new client, the team applies the template to that client’s Proposal, the Placeholders pull in the client’s details, and the letter goes out for both signatures.

Embeddable Remote Chat puts a real-time “Welcome” chat on any third-party website or landing page. You decide how it looks and reads with custom colors, logos, icons and text labels, all set with no-code options. Create as many Remote Chat instances as you need for different websites and landing pages, switch each one Active or Inactive, choose which Staff members and Teams can interact with it, and paste its Embed Code wherever you want it to appear.

For example, a family law firm adds one Remote Chat to its main website and a second one to its free consultation landing page, each in the firm’s colors with its own labels. Both intake paralegals are assigned to each chat, so a worried visitor reaches a real person instead of a contact form.

When a visitor is ready for the next step, join the chat and click the Form icon to choose from your Kickoff and General Forms. Pick several at once, check them before they go, and they arrive in the chat as links the visitor can click. A Kickoff Form adds the visitor to your CRM with the Role and Coordinator you chose, and kicks off the assignments and Automations you set on that Form. Remote Chat also works with Support Tickets: on the Pinnacle Plan, your Staff can turn a chat into a Support Ticket by choosing a Support Ticket Form, which opens with the chat’s conversation already filled in.

For example, a web design agency’s chat gets a question about a site rebuild on a Saturday morning. The assigned designer answers, then sends the agency’s project Kickoff Form in the chat. The visitor fills it in, lands in the CRM as a Prospect with the right Coordinator, and the Form’s Automations start the agency’s onboarding before Monday.