CRM

About Us

Everything your business

runs on

Your clients book themselves in

Give your prospects and clients a VIP pass to self-book with you — while they bask in the glory of automated confirmation and reminder texts, emails, and even voice messages straight from your platform. It's like having a personal assistant on speed dial, minus the coffee runs.

  • Unlimited booking calendars for individuals or teams

  • Automated confirmation emails, SMS reminders & voice messages

  • Round-robin and collective scheduling for teams

  • Buffer times, minimum notice, and off-hours controls

  • Embed booking directly on your website or funnel

  • Sync with Google Calendar & Outlook in real time

  • No-show follow-up sequences triggered automaticall

Replaces: Acuity Scheduler | Calendly | ScheduleOnce | YouCanBook.Me

The full toolkit

No add-ons needed

Give your prospects and clients a VIP pass to self-book with you — while they bask in the glory of automated confirmation and reminder texts, emails, and even voice messages straight from your platform. It's like having a personal assistant on speed dial, minus the coffee runs.

Fan Favorite

Smart Calendar Scheduling

Conditional logic forms, multi-step surveys, file uploads, CRM auto-creation, and instant automation triggers on submission.

REPLACES

  • Acuity Scheduler Replaced ✓

  • Calendly Replaced ✓

  • Schedule Once Replaced ✓

Revenue Driver

Visual Sales Pipelines

Watch your deals flow like a well-oiled machine through our drag-and-drop pipeline system. Track every prospect from 'just browsing' to 'closed won' with crystal-clear visibility. Assign tasks, set reminders, and never let a hot lead go cold again. Your sales team will thank you — and so will your bottom line.

REPLACES

  • Pipedrive Replaced

  • Monday.com CRM Replaced ✓

  • Trello for Sales Replaced ✓

Client Favorite

Two-Way SMS & Email Hub

Meet your clients exactly where they are — their text inbox. Send, receive, and manage real conversations directly from one unified inbox. Automated follow-up sequences keep your brand top of mind, while two-way communication feels refreshingly human. No more missed messages, no more scattered threads.

REPLACES

  • Twilio Replaced ✓

  • MailChimp Replaced ✓

  • ActiveCampaign Replaced ✓

Time Saver

Marketing Automation

Build powerful 'if this, then that' automation workflows that nurture leads while you sleep. Trigger personalized emails, texts, and tasks based on contact behavior — a form submission, a booked call, a missed appointment. It's like cloning yourself, but with better taste in timing.

REPLACES

  • Zapier Replaced ✓

  • ActiveCampaign Replaced ✓

  • Keap / Infusionsoft Replaced ✓

Trust Builder

Reputation & Review Management

Your reputation is your currency. Automatically request Google and Facebook reviews from satisfied clients at the perfect moment. Monitor, respond to, and showcase your star ratings — all from one dashboard. More reviews, better rankings, bigger business.

REPLACES

  • Birdeye Replaced ✓

  • Podium Replaced ✓

  • Grade.us Replaced ✓

No-Code Magic

Website & Funnel Builder

Launch high-converting landing pages and full websites without touching a single line of code. Choose from stunning templates, drag and drop your way to brilliance, and connect every page to your CRM for seamless lead capture. Your marketing funnel, fully under one roof.

REPLACES

  • ClickFunnels Replaced ✓

  • Leadpages Replaced ✓

  • Kajabi Replaced ✓

Visibility Booster

Social Media Planner

Plan, schedule, and publish content across Facebook, Instagram, LinkedIn, and Google My Business from one sleek dashboard. No more juggling apps, logging in and out, or missing posting windows. Your social presence, on autopilot.

REPLACES

  • Hootsuite Replaced ✓

  • Buffer Replaced ✓

  • Later Replaced ✓

Decision Intel

Reporting & Analytics

Stop guessing. Start growing. Real-time dashboards give you a bird's-eye view of your pipeline health, campaign performance, appointment conversion rates, and revenue attribution. Know what's working, double down, and ditch what's not.

REPLACES

  • Google Data Studio Replaced ✓

  • Databox Replaced ✓

  • AgencyAnalytics Replaced ✓

Easily Integrates With Leading Apps

Automated Communication at Every Step

From the moment someone books to the minute before their appointment, they'll receive automated confirmations and reminders through their preferred channel.

SMS Text Messages

Instant text confirmations and reminders sent straight to their mobile phone with high open rates.

Email Notifications

Professional email confirmations with calendar invites and all appointment details included.

Voice Messages

Personalized voice call reminders for clients who prefer a personal touch or need extra notice.

CRM Frequently Asked Questions

How much does this cost?

The CRM is included in all our plans:

Essentials Plan: $97/month

Professional Plan: $197/month

Enterprise Plan: $297/month

Please contact us if you are interested in this as an À la carte option.

What is an all-in-one CRM platform and does my small business really need one?

An all-in-one CRM (Customer Relationship Management) platform combines every tool your business needs to attract, manage, and retain customers — including contact management, appointment scheduling, email and SMS marketing, sales pipelines, website building, and workflow automation — into a single system. Instead of juggling 10 different subscriptions that don't talk to each other, everything lives in one place. For small businesses, this means lower costs, less tech headache, and faster growth because your data, automations, and customer communications are all connected.

What tools does the Graceful Reach platform replace?

he platform is built to replace the most common small business software stack, including Salesforce, HubSpot, Calendly, Acuity Scheduler, Mailchimp, Constant Contact, ActiveCampaign, ClickFunnels, Leadpages, WordPress, Kajabi, Teachable, Typeform, SurveyMonkey, Zapier, Twilio, and more. Most businesses switching to Graceful Reach eliminate between 8 and 18 separate subscriptions — saving an average of $500 to $800 per month while gaining a more connected, automated workflow.

Will my leads and customer data automatically go into the CRM?

Yes. Every form submission, SMS reply, booked appointment, email open, phone call, and payment is automatically logged to the matching contact record in your CRM — no manual entry needed. When someone fills out a form on your website, a new contact is created instantly, their details are mapped to the right fields, and a follow-up workflow can fire within seconds. You always have a complete picture of every lead's history in one place.

How is this different from just using a free CRM like HubSpot or Zoho?

Free CRMs like HubSpot or Zoho get you in the door, but they quickly hit their limits — and the upgrades get expensive fast. More importantly, they're contact management tools, not complete business platforms. You'd still need separate subscriptions for scheduling, SMS, email campaigns, website building, automation, and review management. The Graceful Reach platform handles all of it natively, so your data flows seamlessly between every function without integrations breaking, data falling through the cracks, or monthly fees stacking up across six different tools.

How quickly can I get set up and start seeing results?

Most businesses are fully set up and operational within their first two-three weeks. Graceful Reach handles your onboarding — we configure your account, connect your calendar, import your contacts, set up your first automations, and make sure everything is running before we hand the keys over to you. Most clients start seeing measurable improvements — more booked appointments, faster lead response times, and fewer missed opportunities — within the first 30 days.

Is this really a replacement for my current CRM?

Absolutely. Graceful Reach Marketing CRM is built on enterprise-grade infrastructure used by tens of thousands of agencies and businesses worldwide. It replaces tools like HubSpot, Salesforce, Pipedrive, and more — at a fraction of the cost, with everything under one roof.

What Our Customers Are Saying

We’re on a mission to ignite small and local business growth!

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Services and Features

Reputation Management

Missed Call Text Back & Call Recording

Website Chat Widget

AI: Conversational

AI: Voice

Unified Mailbox

Google Business Profile Optimization

Directory Listings & Online Visibility

Ad Campaign Management

Email & SMS Marketing

Pipelines & Tracker

Workflow Automations

Customer Relationship Management

Funnel Builder

Website Builder

Calendars & Scheduling

Social Media Planner

Invoices, Estimates & Proposals

Forms & Surveys

Memberships & Courses

Affiliate Manager

Communities

Blogs

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