Yes, you can just sign up for the CRM. Choose your package and get in here! We can integrate with any other websites or lead sources via Zapier or Webhooks.

Our integration spans across multiple platforms for simple and seamless automation. We do integrate directly with Facebook lead forms and Instagram at no cost. We use Zapier to automate between over 2000 other applications with ease. We also offer a direct Webhook option. You can have your lead provider contact us to discuss webhook integration.

Okay, so here's the scoop with trials. In our experience, when someone signs up for a trial, there is no skin in game and, thus, very few will actually implement. We know that moving CRM's is a pain, but the reality is that users who pay will probably be more apt to actually move in and start working. Additionally, we have tons and tons of templates and workflows that we cannot just give away during a trial. That said, we would be more than happy to schedule a call or demo to be sure you have all your questions answered. Be sure you have viewed the Demo before you sign up or send a note to our sales team and ask any questions you would like. If you truly are unsure, then only sign up for a monthly plan. We have a strict refund policy due to the digital content we provide, but if you go through our set-up training and show up for LIVE onboarding and you cannot implement after we give you instructions, we will consider a request for refund. We want to see you succeed, not fail or flounder. We will train, coach and support every step of the way. Give yourself time to learn and get set-up and we promise you will see results in the form of more engagement and hopefully more closings in the coming months.

We do not ever require a contract. Our subscriptions are month-to-month. You can always move anytime from a monthly subscription to an annual plan too where you will save 2 months by paying annually. But, we do recommend you only sign up for an annual plan when you know you will stay and use the software. We do have a strict refund policy. Read up the policy in the link at the bottom of this page.

Although we don't offer leads at this time (it's a future feature coming soon), we do provide you an optional in-house ad generator tool that you can sign up for to get leads on your own. It's a great way to get your feet wet in the world of paid advertising. The tool is very easy to use, and you have a choice to have the generator write your ad copy using AI. Our system will easily capture the lead and start engaging with the leads because we have it prebuilt for you. Be sure to watch the training on how our EMPro Ad Generator tool works in the demo.

No problem, yes for sure! We will work with IDX Broker to get access to your account. We offer integration services for IDX Broker to any website too! Just contact us at [email protected] and fill us in on your current needs and we can work with you to get your site set up.

Great question! We would love an opportunity to speak to you about a team/brokerage plan. Because your circumstance is unique, we welcome a time to speak to you. Schedule a call HERE so we can learn more about your business needs and we can discuss best options and a competitive pricing plan. Remember that Patti offers team training and coaching quarterly to teams of 4 or more.

In most cases, you can request porting of your current number. To request this, just send us an email to [email protected] and we will get back to you with instructions. It could take a week or more for the porting of the number so be sure to plan around that if you are currently using it in another CRM software. Also, if you have not already gone through the government requirement of the A2P 10DLC registration required to have a local number, you will be required to do that before you can use your number inside of EngageMore PRO. You can do that when you get into your account here. Learn more about the this requirement HERE. As a side note, we often get asked if you can use your own personal phone number to text out of our CRM and the answer, unfortunately, is no. You would need to request and register for either a local number or a toll-free number, which only requires a short verification process. We will give you all the instructions you need to set up, or port, a phone number inside of EngageMore PRO.

The amount of credits in your account depend on your plan. Credits are used based on how you wish to use them and can be applied toward any or all of these items: email, sms, AI, phone calls, phone numbers, local phone number A2P 10DL Registration. Because you can spend your credits however you wish, it's impossible to say how many sms or emails you would get in any given month as the credits are spent based on your usage of all the above. Keep in mind, that credits used for texting are actually based on segments (not per text) and each segment is approximately 160 characters. Costs can be higher if you are sending emojis, symbols, images or videos. Once you use all your credits, you can add more to your account. You will only be billed for what you use. For a complete breakdown of how credits are used, be sure to read the Credits section on this page.

Please visit our EngageMore PRO Experience here on this site HERE. If you don't get your questions answered, we would be happy to schedule a demo. Click the chat widget here on this page in the bottom right corner and request a demo. Our team will get back to you shortly.

If you are a current subscriber, you can write us at [email protected]. You can contact our support line you will have access to when you sign up. You can log into your account HERE.

If you wish to speak to our Sales or Support Team, we'd welcome a chance to speak to you and answer all your questions. You can write us at [email protected] or click the chat widget here on this page in the bottom right corner, let us know how we can help you, and we will get back to you very shortly.