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Base CRM Plan

From: $29.99 / month

  • Lead Management - import/export  + add leads and contacts
  • Email contacts/leads
  • Google/Outlook email integration
  • Google/Outlook calendar integration
  • Products
  • Tasks
  • Meetings
  • Accounts
  • Contacts
  • Pipelines Management - multi pipelines
  • Commission & Expense Tracking
  • Lead scoring
  • And more:

Protected: PrepPros Custom Plan

$2,000.00 / month

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Sales Engagement Plan

From: $49.99 / month

  • Dedicated Phone Number
  • Ability to recieve voicemails
  • Integration with GoTo or Twillio
  • Dial leads/contacts directly from the CRM dashboard
  • Text leads/contacts

Supercharger Plan

From: $199.99 / month

  • Triggers
  • Workflows
  • Dynamic email campaigns
  • External marketing application integrations
  • Time based scheduled triggers
  • Sending information to records (via SMS or Email) after record update
  • Bi-directional record synching with third party software
  • Email alert to alerts on duplicate record creation
  • Automatic event creation on Calendar when appointments/tasks/meetings are associated with records
  • Automatically moving records to the next step (in the user defined business process) on Status update
  • Automatic task logging

TBG – Basic CRM Plan

$9.99 / month

The Blake Group has strategically partnered with LeftGrid to create a custom CRM with a unique pricing model. By singing up under this plan, you will have access to the LeftGrid CRM under your designated manager.

Base CRM Features:

  • Lead Management - import/export  + add leads and contacts
  • Email contacts/leads
  • Google/Outlook email integration
  • Google/Outlook calendar integration
  • Products
  • Tasks
  • Meetings
  • Accounts
  • Contacts
  • Pipelines Management - multi pipelines
  • Commission & Expense Tracking
  • Lead scoring
  • And more:

TBG – Premium Plan

$149.99 / month

The Blake Group has strategically partnered with LeftGrid to create a custom CRM with a unique pricing model. By singing up under this plan, you unlock all packages that LeftGrid has to offer. Packages Include: Base CRM, Downline management, Marketing Module and Recruiting Module. The only add-on is the integrated Dialer (sold separately). Note: All sales agents within your Agency will only have access to sales features and will be paying $19.99/month for access to the base CRM. Click here to your agents sign up.

    1. Downline management Manage your agency and downline with insights and data across your organization. Distribute leads, reports, and more.
    2. Marketing Module Market more effectively on multiple channels online and automate repetitive tasks.
    3. Recruiting Module Grow your organization with the recruiting module.
    4. Base CRM Features:
  • Lead Management - import/export  + add leads and contacts
  • Email contacts/leads
  • Google/Outlook email integration
  • Google/Outlook calendar integration
  • Products
  • Tasks
  • Meetings
  • Accounts
  • Contacts
  • Pipelines Management - multi pipelines
  • Commission & Expense Tracking
  • Lead scoring
  • And more:

Twilio Fee

$19.99

Twilio Emails and SMS plan.

LeftGrid is a lightweight yet robust cloud-based CRM, Marketing Automation Tool, and Sales Engagement Platform.

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