Think of a CRM system as your business's personal sidekick. It's not just about managing customers; it's a one-stop-shop that hosts your website, has the tools to guide your prospects through a seamless sales journey, and ensures all your tools work together smoothly. It's the organizational powerhouse that simplifies your entrepreneurial adventure, making everything from showcasing your products or service to managing sales a breeze. Our CRM helps you CAPTURE, NURTURE, and CLOSE your connections while helping you save time, make more money & stand out with our GROW strategy.

Q: What does the one-time setup fee cover?

A: Our one-time setup fee covers the cost of personalized 1-on-1 onboarding designed to help you get the most out of our CRM. Here’s what you can expect:

Part 1 focuses on the technical setup.

We will assist you with:

• Integrating your domain

• Integrating your calendars and phone numbers

• Establishing connections with your social media accounts

• Addressing any other technical needs

  Part 2 is dedicated to training.

  We'll guide you through the features and functionalities of our CRM.

• Ask about your objectives

• Understand how you see yourself using the platform

• Learn what interests you the most

• Tailor the onboarding call to address your specific needs and interests

  How it works:

  • Once you enroll with our CRM, you'll fill out a pre-onboarding survey to provide us with the necessary information to set up your account.

  • You'll then book your Onboarding at your convenience.

  This comprehensive onboarding process saves you time and ensures that your account is configured correctly from the start, allowing you to focus on growing your business.

Q: What additional charges can I expect beyond the monthly or annual fee?

A: In addition to the monthly or annual subscription fee for our CRM, there are a few other charges you might incur:

• A2P Setup Fee: This is typically a one-time fee for setting up your A2P (Application-to-Person) messaging. It covers the costs associated with registering and configuring your messaging service to ensure compliance with carrier regulations. Please note that if your A2P registration is denied, you may incur additional charges.

• Monthly Phone Number Charges: If you choose to use dedicated phone numbers for SMS communication, there may be monthly charges associated with acquiring and maintaining these numbers. These charges can vary depending on factors such as the type of number (local, toll-free, short code) and the region.

• Passthrough Text Messaging Fees: These are charges for each A2P text message sent through our CRM. The fees are determined by the carriers and are passed through to you as part of your messaging costs. Most of our users spend around .001 - .003 per text message. However it varies in cost depending on the length of your message, if you use emojis or attach pictures.

• LC Email Verification: LC (List Cleaning) email verification services may incur additional charges if you choose to use them to verify the accuracy and deliverability of your email lists. These services help improve email deliverability rates by identifying and removing invalid or inactive email addresses from your lists.

• Carrier Lookup Fee: Carrier lookup services may incur charges if you choose to use them to identify the carrier associated with a phone number. This service can be helpful for ensuring compliance with regulations related to messaging and for optimizing message delivery.

• Marketplace Add-ons: If you choose to enhance your CRM with additional features or services from our marketplace, there may be associated costs. These can include advanced tools, resources, help with branding your website, premium support services, and more.

  By understanding these potential charges, you can better manage your budget and make informed decisions about the features and services you want to utilize. If you have any questions or need further clarification, our support team is available to assist you.

Q: What is A2P Messaging?

A: A2P (Application-to-Person) messaging refers to any kind of text message sent from an application to a person. This is commonly used for sending notifications, alerts, marketing messages, and verification codes. It's an efficient way for businesses to communicate directly with their customers via SMS.

Q: Why am I being charged for A2P Messaging?

A: Carriers impose fees for A2P messaging to ensure the proper use of their networks and maintain message deliverability and security. These fees are passed on to you as part of the cost of using our CRM's messaging features. The charges help cover the carrier’s infrastructure costs and regulatory compliance measures.

Q: What can I expect to pay for A2P registration?

A: For most standard brands, the total initial cost is between $22 and $24 for each campaign registration. If your registration is denied, you may need to reapply and pay the registration fees again.

Q: What happens if my A2P message is denied?

A: If an A2P message is denied, it can sometimes result in additional charges. This typically happens because the message needs to be retried or processed differently to meet carrier requirements. It's important to ensure your messages comply with carrier guidelines to minimize the risk of denial and additional charges.

Q: How can I avoid additional charges?

A: To avoid additional charges, make sure your messages are compliant with carrier guidelines and regulations. This includes obtaining proper consent from recipients, adhering to message content standards, and ensuring message frequency aligns with user expectations. If you come to your first onboarding call prepared, our team will help you with this process. If you do not come prepared, you will have to do it on your own. But If you need assistance, our support team is available 24/7 to help you navigate these requirements.

Q: Do I do this process on my own?

A: No, our team will help you get yours completed during your first onboarding call.

Q: What is passthrough text messaging?

A: Passthrough text messaging refers to the process where SMS messages are sent from our CRM through carrier networks directly to your recipients. Here’s a more detailed breakdown:

• Direct Carrier Routing: When you send a text message via our CRM, it gets routed through various mobile carriers to reach the recipient. This ensures the message is delivered promptly and reliably.

• Carrier Fees: Each carrier charges a fee for delivering these messages, which is passed through to you as the sender. This is what we refer to as passthrough text messaging fees.

• Transparent Billing: The passthrough fees are billed based on the volume and destination of your messages.

• Compliance and Deliverability: Passthrough text messaging ensures that your messages comply with carrier regulations and industry standards. This helps maintain high deliverability rates and minimizes the risk of your messages being blocked or marked as spam.

• Cost Management: By understanding passthrough text messaging, you can better manage your messaging budget. Monitoring the volume of messages you send and being aware of carrier fees can help you optimize your communication strategy.

• Passthrough text messaging is a crucial component of our CRM’s communication capabilities, providing you with a reliable and cost-effective way to reach your audience via SMS. If you have any questions or need further details, our support team is available 24/7 to assist you.

• Here is a free SMS calculator.

Cancellation Policy

Month-to-Month Subscribers:

• You can cancel your subscription at any time.

• Please note that we do not prorate your final month's subscription fee.

• We do not provide refunds for any unused texting credits in your account "wallet."

  Annual Plan Subscribers:

• You can cancel your subscription at any time.

• We do not prorate your subscription fee for the remaining months of your annual plan.

• We do not provide refunds for any unused texting credits in your account "wallet."

  Cancellation Process:

• To initiate a cancellation, you must fill out our official cancellation form.

• You can text "CANCELFORM" to us, and we will provide you with the necessary link to the form.

• Please be aware that sending a social media message or email does not count as a cancellation request. You will be directed to complete the cancellation form located under the "Info + Request" tab in your account.

• Account Deletion: Upon cancellation, your entire account will be deleted.

• Data Loss: You will not be able to access any of your information again. All data, including contacts, messages, and settings, will be permanently removed from our system.

  By adhering to this process, we ensure that your cancellation request is handled promptly and accurately. If you have any questions or need further assistance, our support team is here to help.

Q: Can I pause my account?

A: We do not offer the option to pause accounts.

If you choose to cancel your account, please be aware of the following:

• Account Deletion: Upon cancellation, your entire account will be deleted.

• Data Loss: You will not be able to access any of your information again. All data, including contacts, messages, and settings, will be permanently removed from our system.

  If you decide to use our services again in the future, you will need to create a new account from scratch. Please consider this carefully before initiating a cancellation. If you have any questions or need further assistance, our support team is here to help.

Our CRM is designed to streamline your business operations by consolidating multiple tools and services into one comprehensive solution.

Here’s what our CRM can replace:

• Email Marketing Services: Replace platforms like Mailchimp, Constant Contact, ActiveCampaign, and Flodesk with our integrated email marketing features, allowing you to create, send, and track email campaigns directly from the CRM.

• SMS Marketing Tools: Say goodbye to separate SMS marketing services like Twilio, EZ Texting, and Project Broadcast. Our CRM includes robust SMS marketing capabilities for seamless communication with your customers.

• Landing Page Builders: Instead of using Unbounce, Leadpages, ClickFunnels, and WordPress, you can create and manage high-converting landing pages within our CRM.

• Appointment Scheduling Software: Tools like Calendly, Acuity Scheduling, and ScheduleOnce can be replaced with our built-in calendar and scheduling features, making it easy to manage appointments and bookings.

• Sales and Marketing Automation Platforms: Automate your workflows and marketing campaigns without needing separate tools like HubSpot, ActiveCampaign, and ManyChat. Our CRM handles automation seamlessly.

• CRM Systems: Consolidate your customer relationship management by replacing systems like Salesforce, Zoho CRM, and Pipedrive with our all-in-one solution.

• Web Chat and Messaging Apps: Integrate web chat features directly into your CRM, replacing tools like Intercom, Drift, and ManyChat for real-time customer support and engagement.

• Reputation Management Tools: Manage your online reviews and reputation from within our CRM, eliminating the need for separate platforms like Reputation.com or Trustpilot.

• Project Management Tools: Replace tools like Trello and Google Sheets/Notebook with our CRM's project and task management features.

• Forms and Surveys: Use our built-in forms and survey tools to replace Google Forms.

• Online Course Platforms: Our CRM's course management features can replace platforms like Kajabi.

• Social Media Management Tools: Manage your social media scheduling and posting from our CRM, replacing tools like Hootsuite and CinchShare.

• Link Management Services: Replace link management tools like Linktree or Biosite with our CRM's built-in link management features.

• E-commerce Stores: Replace e-commerce platforms like Stan Store with our CRM's integrated e-commerce capabilities.

• Workflow Automation Tools: Simplify your workflows by replacing Zapier with our CRM’s automation features.

  By using our CRM, you can simplify your tech stack, reduce costs, and improve efficiency by having all these essential tools in one place. If you have any questions about how our CRM can meet your specific needs, our support team is here to help.

Q: How can I get technical support after enrolling?

A: After enrolling, you can immediately access our Customer Chat Support Team directly from your Social Sync account. Simply look for the chat widget located in the bottom right-hand corner of the screen and click to start a conversation with our support team. They're available to assist you with any technical questions or issues you may encounter during our office hours.

Q: What other support options are available?

A: In addition to chat support, we offer two other convenient methods to help you:

• Community Group: Join our community group to connect with other users, share insights, and seek advice. It's a great way to learn from others and stay updated on the latest tips and tricks. This community group is actually a resource that is available to everyone. You can access it HERE

• Text the Social Sync Number: Need assistance on the go? You can also reach out to us via text message using the Social Sync number provided. Our team will be ready to assist you during office hours.

  Q: What onboarding support is provided?

  A: Upon enrollment, you'll receive a 1/1 onboarding. Part 1 will focus on setting up your technical infrastructure to ensure a seamless transition into our platform. Part 2 will provide training to equip you with the knowledge and skills needed to maximize your experience with Social Sync.

  Q: Can I schedule 1-on-1 coaching calls?

  A: Yes, you can! We offer personalized 1-on-1 coaching calls for purchase where you can dive deeper into specific topics or challenges with our experts. Whether you need help optimizing your workflow or exploring advanced features, our team is here to provide tailored guidance and support.

  Q: Do you offer a virtual assistant program?

  A: Absolutely! Our virtual assistant program offers ongoing support and assistance tailored to your needs. Whether you require help with troubleshooting, workflow optimization, or exploring new features, our virtual assistants are dedicated to helping you succeed.

  Q: What if I prefer other methods of support?

  A: While our preferred methods of support are chat, community group, email and text messaging, we understand that preferences may vary. If you choose another method, our team will kindly direct you to one of the above options to ensure you receive the best possible support experience.

Social Sync Collective is available around the world but mostly it is for US, UK and Canada based companies.

Q: How much would it cost to make business calls using a phone number provided through the CRM?
A: If you're making around 60 minutes of outbound calls per day (approximately 1,800 minutes per month), you can expect to pay about $25.20 per month for these calls. The cost of inbound calls may be lower, and your overall expenses will depend on the mix of inbound and outbound calls you make.Using a business number helps keep your personal number private. However, if you choose to use your personal number for business, it will be publicly accessible for work-related calls.