top of page
Why Business Automation Matter
-
Visibility brings attention — systems turn attention into action.
-
Without automation, leads get missed, follow-ups are delayed, and opportunities fall through the cracks.
-
CRM & automation help you respond faster, stay organized, and build better relationships without manual effort.
Two Ways to Get Started
Every business is different. Some want full control, others want it handled. We offer both.
iBoss Business OS (DIY)
$85/Month
For business owners who want to setup system themselves, with guidance.
What’s Included:
-
CRM & Pipeline Management
-
​Voice Ai
-
Forms, Surveys, Quizzes
-
Websites, Funnels & Landing Pages
-
Chat Widget / Conversation Ai
-
Call Tracking
-
Inbound SMS / Social DMs
-
Social Media Planner
-
Missed Call Text Back
-
Ai Biz Card Scanner
-
QR Code Management
-
Prospecting Tools
-
Ad Manager (Google, FB, Instagram Ads)
-
Communities
-
Document Signing
-
Course & Product Portal
-
Email Marketing Tools
-
Mobile App - Management on the Go
What’s Not Included:
-
Custom setup or configuration
-
Strategy calls
-
Troubleshooting or tech support
​
iBoss Business OS Foundation
$597-One-Time Setup
+ $149/Month System Access with On-Going Support
For businesses that want their CRM and Automation set up correctly from day one.
Includes all Tools in DIY + Setup Services below:
-
CRM account configuration
-
Contact and pipeline setup
-
Lead capture forms setup
-
Automated email setup
-
Calendar or booking integration
-
Social Planner Setup
-
​Setup Multiple pipelines
-
Advanced automation workflows
-
Lead tagging & segmentation
-
Internal notifications
-
Custom follow-up logic
-
Ai-chat setup (if you have web design with us)
-
System walkthrough after setup​
-
​Ongoing Support
​
How iBoss Business Operating System Fits With Other Services?
Works Best When Paired with Visibility
CRM and automation are most effective when paired with websites, advertising, and content.
We build systems so visibility, follow-up, and growth work together.
bottom of page