A CRM for Small Business Growth

The CRM that doesn't punish you for being successful

Retain Genius Doesn't Punish You For Being Successful

A sales & marketing platform that supports your team & your business.

We provide you with all the tools to capture more leads. It’ll also help you nurture & convert leads into customers.

Unlike Other CRMs We Won't Charge You More:

  • For having a large & growing team

  • For having an evergrowing list of contacts & companies

  • For any current & new features that come out

  • For 3rd party integrations

Keep Easy Track of Your Pipeline

Easily drag & drop contacts to the right stage. Keep call notes for the entire team to see.

  • Easily drag & drop contacts to the right stage. Keep call notes for the entire team to see.

Get A Snapshot View of Your Pipeline

  • A customizable dashboard to sales & marketing metrics

Easily Sort & Filter Your Contacts

  • A customizable dashboard to sales & marketing metrics

Streamline Your Marketing Efforts

Enhance Customer Communication

Boost Your Brand's Online Reputation

Reclaim Your Day

Are routine tasks consuming your day, leaving you with little time for what truly matters? Enter Retain Genius. we help reduce

  • Frustration from juggling multiple marketing channels.

  • Missed customer interactions due to lack of timely response.

  • Difficulty in capturing customer feedback and reviews.

  • Struggling with inefficient systems that take time away from serving customers.

Connect Like Never Before

Imagine never missing a customer call again, or responding to each email and text promptly.

With Retain Genius, you don't have to imagine - it's a reality.

Our system enhances your customer relationships, ensuring they feel valued and taken care of.

Plus, our text-to-pay feature simplifies transactions, making payments a breeze for you and your clients.

Get Paid Faster*

Don't let delayed payments disrupt your cash flow. With Retain Genius's Text-to-Pay feature, collecting payments becomes as simple as sending a text.

This efficient method not only accelerates the payment process but also enhances the customer experience.

No more waiting for checks in the mail or chasing overdue invoices.

Just quick, effortless transactions that keep your business moving.

Embrace the future of transactions and watch your earnings grow.

*Done via Stripe as a payment processor

3 Simple Steps to Automate Communication

Connect

Automate

Grow

What Others Have to Say

"Retain Genius has transformed our business. The missed call text back feature is a game-changer."

Mike - Local Plumbing Company

"Thanks to Retain Genius, we've seen a huge increase in our Google reviews, improving our online presence."

Sarah - Salon Owner

"The email and SMS automation tools have made our customer communication seamless."

David - Restaurant Manager

Our 3rd Party Integrations

  • Google Email (2-Way Sync)

  • Google Business Profile

  • Facebook

  • Instagram

  • LinkedIn

  • TikTok

  • Google Calendar Sync

  • Microsoft Calendar Sync

  • WhatsApp (@ $20/month)

  • Quickbooks

  • Clio Accounting

  • Stripe

  • Authorize.net

  • NMI payments

  • PayPal

  • Zoom

  • Google Meet

  • Dedicated Email Sending IP (@ $76.7/month)

Just 2 Pricing Options

Having a growing team doesn't mean you should pay more.

Elementary (Solopreneur)

$100/month

*Save 15% on yearly plans

  • Great for Solopreneurs with a small team.

  • All features available

  • Your monthly credit of $15 will give you:

    • 240 calls

    • 420 texts

    • 4940 emails

*14 day free trial

Genius (Teams)

$275/month

*Save 15% on yearly plans

  • Great for a businesses with a larger team.

  • All features available

  • Your monthly credit of $30 will give you:

    • 240 calls

    • 420 texts

    • 4940 emails

*14 day free trial

List of Features

All plans are customizable and features are toggled on base on your business need.

Elementary

  • 3 User Seats

  • $15 Monthly Email & SMS Credits

  • Unlimited Contacts & Companies

  • Sale Pipeline Management

  • Lead Scoring

  • Email Tracking & Automation

  • Easy Contact Segmentation

  • Web Chat

  • Calendar Booking (Calendly replacement)

  • Mobile Andorid & iOS App

  • 2 Way Text & Email Conversation

  • Google Business Messaging

  • Email marketing (MailChimp replacement)

    • 20+ Newsletter Template

  • Reputation Management

  • Workflow Automation

    • Pre-built email automations

  • Facebook Messenger

  • Social Media Planner (Buffer replacement)

  • Google Business Call Tracking

  • Missed Call Text Back

  • SMS & Email Templates

  • Text To Pay (via Stripe)

  • Google & Facebook Ads Reports

  • Invoicing

  • Surveys

  • Landing Page Builder

  • Unified Inbox (Email, SMS, GB, IG, Google)

Genius

  • Unlimited User Seats

  • $30 Monthly Email & SMS Credits

  • Unlimited Contacts & Companies

  • Sale Pipeline Management

  • Lead Scoring

  • Email Tracking & Automation

  • Easy Contact Segmentation

  • Web Chat

  • Calendar Booking (Calendly replacement)

  • Mobile Andorid & iOS App

  • 2 Way Text & Email Conversation

  • Google Business Messaging

  • Email marketing (MailChimp replacement)

    • 20+ Newsletter Template

  • Reputation Management

  • Workflow Automation

    • Pre-built email automations

  • Facebook Messenger

  • Social Media Planner (Buffer replacement)

  • Google Business Call Tracking

  • Missed Call Text Back

  • SMS & Email Templates

  • Text To Pay (via Stripe)

  • Google & Facebook Ads Reports

  • Invoicing

  • Surveys

  • Landing Page Builder

  • Unified Inbox (Email, SMS, GB, IG, Google)

Who the Elementary Plan is For

Good For

This plan is best for the solopreneur with a small and growing team.

Who the Genius Plan is For

Good For

The established business that already has a team, and want to have one place everyone for communication & nurturing. Share customer notes across all team members.

Let's Talk

Frequently Asked Questions

Is Retain Genius affordable for small businesses?

We understand that budget is a concern for many small businesses, which is why we offer different pricing plans to suit various needs. Our Essential plan is designed to provide the core features at a more affordable price. Additionally, the efficiency and time savings that Retain Genius provides can help offset the initial investment, leading to better customer retention and growth over time.

Will Retain Genius integrate with my existing systems and tools?

Retain Genius is designed to be compatible with a wide range of tools and systems. However, we understand that seamless integration is crucial for your business operations. If you have any specific integration needs, please contact our support team, and we will be happy to discuss possible solutions tailored to your requirements.

How easy is it to learn and use Retain Genius?

Retain Genius is designed with user-friendliness in mind. Our platform is intuitive and easy to navigate, even for those who are not tech-savvy. We also provide comprehensive onboarding and support, ensuring that you and your team can get up to speed quickly and effectively.

How can I ensure personalization in communication while using Retain Genius?

While Retain Genius automates many aspects of customer follow-up, it also offers a high degree of customization. You can tailor your follow-up messages and interactions to suit each customer's needs and preferences. By combining automation with personalized touches, you can maintain efficient communication while still making your customers feel valued and understood.

© Copyright 2024. Retain Genius is a product from Burger Gelato Media. All rights reserved.

info@retaingenius.com