Co-Create CRM™
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Features

Everything your marketing needs, in one place.

Every plan gets the full Co-Create CRM platform. Not a stripped-down tier.

Start with Starter See the plans

Answer every lead

Answer every lead, around the clock

  • AI front desk. Answers calls, texts and website chat, qualifies the lead and books it into your calendar.
  • Missed-call text back. A missed call gets an instant text back, so nobody wanders off to the next result on Google.
  • Team inbox. Calls, texts, email, Facebook and Instagram DMs, Google messages and web chat in one place, against one contact record.

Get found

Get found, and get chosen

  • Review requests. A one-tap request by text after every job or appointment. Reviews land in one feed, with AI drafts for replies if you want them.
  • Social scheduling. One calendar for Facebook, Instagram, Google Business Profile, LinkedIn and TikTok. AI helps with first drafts, and you see which posts earned attention.
  • Your website, hosted. We host the Express website that comes with your plan. Support is included; change requests are billed at our usual rates.

Follow up

Turn interest into bookings

  • Online booking. Customers book themselves across staff, rooms and locations.
  • Email and text campaigns. Sequences, broadcasts and messages triggered by what people do.
  • Automations and pipelines. Drag-and-drop workflows, or let AI build them for you. Every lead sits in a pipeline you can see.

Forms

Every answer lands on the contact

  • Forms, surveys and intake. On your website, in a text, or on a tablet at the counter. Every answer goes straight onto the contact record, tagged, so the right follow-up starts on its own.
  • Smart lists. Group people by what they asked for, where they came from or when they last visited, then send the right message to just them.

Tasks

The to-do list that runs itself

  • Tasks on every contact. Call back, send the quote, chase the deposit. Each task sits on the contact, assigned to someone on your team, with a due date.
  • Automations create them. A quote goes out, a task appears: call back in three days. A no-show? A task to rebook. Nothing lives in your head.
  • See what got done. Today’s list for every team member, ticked off as they go, so you know what moved without asking.

Run it anywhere

Run it from your desk or your phone

  • Reporting. See which posts earned attention and where every lead sits.
  • Desktop and mobile apps. Reply to leads, confirm bookings, send invoices and answer reviews wherever you are.

Templates

A head start, not a blank screen

We keep a library of ready-made templates and automations we can pull into your hub in seconds, and the know-how to set them up properly. Ways to get started →

Also in the hub

More tools, same login

Ask us which of these fit your setup.

  • Proposals and e-signatures
  • Funnels and landing pages
  • AI email writer
  • AI website builder
  • WordPress lead capture and contact sync

Add-on: managed WordPress

Running WordPress? $12 a month

Your Express website is hosted as part of the plan. If you run a WordPress site, add managed hosting and care for $12 CAD a month.

  • 01

    WordPress core, theme and plugin updates, managed by humans

  • 02

    Daily backups, off-site, with up to 2 user-error restorations every 30 days

  • 03

    Security hardening, malware scanning and a firewall. Hacked? We restore from backup, with no limit.

  • 04

    Premium plugin and theme licences, covered while you subscribe

Collage of a smiling woman at a laptop, with hand-drawn orange doodles of keys, a padlock, a shield and a castle.Collage of a smiling woman at a laptop, with hand-drawn orange doodles of keys, a padlock, a shield and a castle.

Usage credits

Texts, calls, extra email and AI

Email, AI and premium actions (like texts and calls) use credits. Starter includes $10 USD of credits a month. If you use more, auto-recharge tops them up so nothing stops.

Real people

Help is a chat away

24/7 chat support, email answers in 1 to 2 days, and community access. Everything lives in your accounts, documented and handed over.

Start with Starter, or see it on a call first

Month to month, no setup fee. Or book a free 30-minute Clarity Call.

Start with Starter Book a free Clarity Call