The #1 Automation And Text & Email Messaging Platform For Financial Advisors.
The first ever platform built to manage a Business's Follow up, two-way texting, bulk email campaigns, pipeline, calendar bookings, and so much more.
Built for Financial Advisors, By a Financial Advisor.
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The All in One Marketing Solution For Your Business
Includes forms and funnel pages to capture leads, user automated SMS, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via SMS, WhatsApp, phone, and Facebook Messenger (all in one stream!), and more!
Reputation Management
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
Unified Messaging
Keep track of conversations whether they happen via SMS, WhatsApp, email, phone calls, GMB or Facebook messages. Two-way text included!
Appointment Automation
Automatically book leads and prospects to your calendar without lifting a finger.
Lead Management
Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.
Mobile App to Manage Business on the Go!
Our Mobile app provides you with all the tools you need to manage conversations and interactions with your clients or prospects.
Have all your messages from SMS, WhatsApp, Google My Business, Facebook, Website and Email come into one spot!
Access our Platform
on Any Device
Cloud based, there is no software to download, login on any device with internet connection.
Upload and store documents under the client's profile and access from any device, anytime you need to.
Use Forms & Landing Pages To Capture Leads
Use our pre-built forms and funnels on created landing pages that convert traffic to leads that get stored in Efiol Digital CRM.
Build custom nurture campaigns that send SMS, WhatsApp messages, emails, voicemails, and even Facebook messages to convert leads automatically.
Build & Manage Your Online Reputation.
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
Our Pricing
Efiol Digital CRM has an account level for everyone
MONTHLY
Basic Plan
Just getting started?
This is for you!
2 Team Members
CRM
Mobile App
Sales Pipelines
Email Marketing
Calendar Bookings
Client Document Storage
Adviser Link Tree Page
+
Launch Special
Pay R1997 Setup Fee & Get First Month's Subscription Free
Includes R100 worth of SMS Credits
R997 /mo.
MONTHLY
Essential Plan
Need more? Get it with Essential package
(Most Popular)
5 Team Members
Everything in Basic +
Website
SMS Marketing
Lead Capture Forms
Adviser Link Tree Pages
+
Launch Special
Pay R2997 Setup Fee &
Get First Month's Subscription Free
Includes R250 worth of SMS Credits
R1997 /mo.
MONTHLY
Pro Plan
Want to integrate with all your social media channels? Pro Plan is the answer!
10 Team Members
Everything in Essential +
Google Reviews
Facebook Integration
WhatsApp Integration
+
Launch Special
Pay R3997 Setup Fee & Get First Month Subscription Free
Includes R500 worth of SMS, WhatsApp Credits
R2997 /mo.
MONTHLY
Premium Plan
Do it all with our Premium Solution!
15 Team Members
Everything in Pro +
Surveys
Sales Funnels
Social Media Posting
Facebook Ads
+
Launch Special
Pay R4997 Setup Fee &
Get First Month's Subscription Free
Includes R750 worth of WhatsApp SMS Credits
R3997 /mo.
Frequently Asked Questions
What Is Included In The Set-Up Fee?
Link-Tree Page
Website (From Essential Plan)
Social Media Integration
060 - Business Number & Subscription
Calendar Setup
Database Upload
Sales Pipeline Setup
Email Templates
Any Other Costs Associated With Usage Of The CRM?
Email Marketing is Free Up To 2000 Emails/Month
Phone Line Rental at R100/Line/Month
Call/SMS and WhatsApp Credits Can Be Purchased Separately
Unlimited Clients & Documents Upload (Launch Special)
Any Special Discounts?
Pay 6 Subscriptions In Advance And Get 2 Months Free - SAVE 33%!
Pay 12 Subscriptions In Advance And Get 4 Months Free - SAVE 33%!
Do You Have Training For New Users?
Yes - 1 Hour Onboarding Training To Show You & Your Team How Use The System
Weekly Live Training Sessions - To Learn & Ask Questions
Facebook Group To Learn From Other Users
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