Finally—a CRM designed with the multi-brand consultant in mind.
Built for Consultants Who Do It All
Whether you're an:
EOS® Implementer
Certified Outgrow Advisor
Marketing Consultant
Brand Strategist
Business Coach
You’re juggling multiple clients, calendars, email accounts, and tech platforms. Elevate OS helps you bring it all into one powerful dashboard.
What You Get for Just $97/Month:
✅ Connect Multiple Email Inboxes
– Works with Google Workspace, Microsoft 365, and custom domains
✅ Unified Calendars Across Brands
– Schedule across multiple companies or departments with ease
✅ Client Portals & Automated Workflows
– Onboarding, follow-ups, and reviews—automated
✅ Built-In Website & Funnel Builder
– Includes custom templates, tracking, forms, and more
✅ Advanced Features, No Upsell
– SMS, email, social DMs, forms, triggers, and automation included
✅ Custom Branding Options
– Run multiple brands under one roof or white-label it
WATCH THE FREE DEMO
Client Management
Proposals + invoicing
Contracts + signatures
Calendars + bookings
Appointment reminders
Client portals
Website & Blog
Website pages
Social links page
Blog pages + management
Widgets + pop-up forms
Website analytics
Communities
Free + paid courses
Free + paid communities
Community event calendar
Completion certificates
Leaderboards + gamification
Online Store
Sales pages + checkouts
Add to cart for shops
Bump offers + upsells
Recurring subscriptions
Failed billing reminders
Funnel Builder
Landing + sales pages
Forms + surveys
Page countdown timers
Email sequences
Funnel tracking + analytics
Smart CRM
Contact database
Sales pipelines + dashboards
Follow ups + reminders
Lead scoring + values
Contact tags, lists + notes
Messaging
United social inboxes
Email marketing
Live chat widgets
Social media bots
SMS + phone (pay-as-you-go)
Management
Automated dashboards
Social media scheduling
Workflows + automations
Reporting + analytics
Google + FB reviews
The Elevate Starter Plan is designed for entrepreneurs and small teams who are ready to hit the ground running. Whether you're just starting out or need to streamline your systems, this plan gives you the essential tools, setup, and support to move forward with clarity and momentum.
The Inclusions
Proposals + invoicing
Contracts + signatures
Calendars + bookings
Appointment reminders
Client portals
10,000 free emails every month
Unlimited contacts
Unlimited products
Unlimited course portals
Unlimited communities
Unlimited websites
Unlimited funnels
Unlimited workflows
Unlimited automations
Unlimited social scheduling
Unlimited calendars
Unlimited domains
Unlimited transactions
Pay-as-you-go add-on services
Done-for-you website templates
Done-for-you funnel templates
Done-for-you email templates
In-house female tech support
No transaction or hidden fees
No lock-in contracts
And so much more!
& Get TWO FREE
Our Pricing
WATCH THE FREE DEMO
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