Run Your Business
the Right Way
Your all-in-one CRM solution
Ready to change your business from just getting by to making real money? The first step is using easy tools that help your business grow. So, what are you waiting for? Start now!
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Take Your Business to the Next Level
All-in-One CRM Designed for Business Owners Ready to Scale Manage your entire client journey from lead capture to final delivery all in one place. Reduce busywork, stay organized, and spend more time growing your business.
Tools to Save Time
Save Time
Streamline your workweek with integrated calendars, task lists, and automation—all in one place, so you can focus on what matters most.
Smart Management
Stay on top of your finances effortlessly with easy invoicing, bookkeeping, online payments, and accurate sales tax reporting.
Instant Templates
Boost your productivity with customizable templates for emails, quotes, contracts, invoices, questionnaires, and workflows.
Organized Contacts
Streamline your workweek with integrated calendars, task lists, and automation—all in one place, so you can focus on what matters most.
Custom Data Fields
Stay on top of your finances effortlessly with easy invoicing, bookkeeping, online payments, and accurate sales tax reporting.
2-Way Email Sync
Boost your productivity with customizable templates for emails, quotes, contracts, invoices, questionnaires, and workflows.
Cut Through the Clutter
Is your business overwhelming you? Simplify your operations to unlock greater success by minimizing endless email exchanges, consolidating the tools you use, and clearing out your never-ending task list.
Streamline Your Business Processes
Quote & Invoice
Streamline your process by combining quotes, contracts, and invoices into a single document—speeding up creation, delivery, and finalization.
Online Scheduling
Effortlessly automate bookings for consultations, services, and product pickups—eliminating double bookings, reducing errors, and saving you valuable time.
Workflows
Set up automatic email and document delivery, along with task creation, reminders, follow-ups, and notifications, so you never miss a beat, deadline, or important update.
Online Payments
Get paid faster with seamless Stripe integration for credit card and ACH payments—and easily handle manual payments for checks and cash.
Contracts
Protect your business with online contracts that clients can quickly review, initiate, and sign—completely paperless and hassle-free.
Questionnaires
Collect important client information and images through online questionnaires—perfect for qualifying leads and streamlining intake.
Work Smarter with Automation
Overwhelmed by emails, follow-ups, and contract sending while juggling your key priorities? Let automation take the load off! Simplify lead handling to boost your appointment rates, speed up scheduling to free up valuable time, and organize your tasks for timely delivery and better focus.
CLIENT EXPERIENCE: UP TO 10X FASTER WITH BOTLENECK
Lead Capture Form
Swap your current website contact form for BOTLENECK’s Lead Capture Form that automatically sends personalized responses.
Lead Source Tracking
Understand where your leads originate—from social media, referrals, or events—so you can focus on the channels that deliver the best results.
Automated Workflow
Use BOTLENECK’s Workflow automation to keep your client process on schedule and ensure timely delivery every time.
Client Portal
Give your contacts a secure portal through BOTLENECK to access key documents and event details anytime.
Online Scheduling
Simplify bookings with features like upfront payments, Zoom integration, and support for group appointments.
Pipelines
Monitor the status of your leads and clients throughout their journey with BOTLENECK’s pipeline tracking.
ALL FEATURES INCLUDED,
ONE SIMPLE PAYMENT PLAN
As a serious business owner, you need it all. That’s why BOTLENECK’s all-in-one plan gives you everything to organize and automate your business. Choose the single plan that fits you best—billed either monthly or yearly.
| Features | Replaces | Other Tools | Features |
|---|---|---|---|
| CRM & pipeline management |  |
$99/Monthly |  |
| Unlimited Sales Funnels |  |
$297/Monthly | |
| Website Builder |  |
$29/Monthly | |
| Surveys & Forms |  |
$49/Monthly | |
| Email Marketing |  |
$99/Monthly | |
| 2 ways SMS Marketing |  |
$99/Monthly | |
| WhatsApp Automation |  |
$49/Monthly | |
| Booking & Appointment |  |
$29/Monthly | |
| Workflow Automation |  |
$169/Monthly | |
| Courses / Product |  |
$299/Monthly | |
| Community |  |
$99/Monthly | |
| Call Tracking |  |
$95/Monthly | |
| Reputation Management |  |
$299/Monthly | |
| Tracking and Analytics | $49/Monthly | |
|
| TOTAL | $1,990 | $297/m |