THE SMB AI AGENCY SALES MACHINE

Turn Local Business Owners Into \$3,000/Month Retainers

Stop pitching generic software. Gro-CRM gives you the live phone copilots, emergency dispatch queues, and smart intake workflows that dental practices, law offices, and contractors happily pay for month after month.

✓ 11 Preloaded Colorado SMB Accounts
✓ Instant Demo Credentials
✓ Zero Server Database Setup
● LIVE WORKBENCH TEST DRIVER

Experience Automated Prospect Ingestion & SMS Notification

Enter your mobile number and email address below. Gro-CRM will instantly create a prospective client record in the vault, queue your account in the Calling Cockpit, and dispatch a real-time test notification.

grocrm.xyz/workbench
● LIVE DEMO READY
Draft our follow-up proposal for Dr. Carter at Apex Dental AI.
Gro-CRM Field Copilot

Dr. Marcus Carter — Apex Dental AI (Denver)

Solution Scope: After-hours emergency intake copilot + automated patient recall sequence.

Projected Retainer: \$2,850/mo. Contract draft ready for signature in the right pane.

ACTIVE PIPELINE QUEUE 11 LOADED COLORADO CLIENTS
Apex Dental AI Partners
Denver, CO · Healthcare Practice
Qualified
Mile High Heating & Air
Aurora, CO · 24/7 Field Dispatch
Active Account
Front Range Family Law
Denver, CO · Intake Screening
Nurture
TEAM READINESS PROTOCOLS

Role-Based Onboarding & Permission Architecture

Standardize operations across your entire consulting agency. Every team member receives a tailor-made workflow designed for their exact operational duties.

Level 1 · Administrator

Executive & Agency Ops

Full governance over client vaults, deployment domains, provider routing, and team billing.

  • 1 Connect custom domain records and SSL certificates
  • 2 Configure telecommunication credentials and email gateways
  • 3 Set client retainer quotas and manage agency member seats
  • 4 Review system telemetry and SSSS vault synchronization
Access Administrator Console →
Level 2 · Sales Manager

Pipeline & Campaign Lead

Directs outreach velocity, monitors team touchpoints, and conducts deal reviews with reps.

  • 1 Curate target wholesale directories across Colorado markets
  • 2 Balance representative calling queues and follow-up rosters
  • 3 Audit copilot proposal drafts and contract generation
  • 4 Track weekly retention and customer conversion metrics
Review Manager Cockpit →
Level 3 · Field Consultant

Account Representative

Executes daily outreach, operates live calling dials, and updates notes with AI assistance.

  • 1 Execute high-priority targets in the Calling Cockpit
  • 2 Leverage the DSH assistant to draft custom owner proposals
  • 3 Log call notes and trigger automated follow-up sequences
  • 4 Move qualified SMB prospects into closed-won retainer status
Launch Representative Workspace →
How Agencies Win

The Three High-Ticket SMB AI Offers

Local owners do not buy AI tools. They buy missed call capture, emergency dispatch, and booked appointments.

Healthcare & Wellness
\$2,500 – \$4,000
per month per practice

Deploy 24/7 patient recall and after-hours appointment scheduling for dental practices and physical therapy clinics. Recapture cancelled appointments automatically.

Field Service Contractors
\$3,000 – \$6,500
per month per contractor fleet

Equip HVAC, roofing, and electrical businesses with instant emergency dispatch copilots. Every storm damage lead or broken furnace call gets answered in under 3 seconds.

Legal & Professional
\$4,500 – \$8,000
per month per firm

Deliver automated intake screening for family law and commercial attorneys. Filter qualified prospective claimants and book consultations straight into partner calendars.

Built For Consultants

Everything In A Single Window

No tab switching. Run conversational intelligence on the left and full wholesale CRM operations on the right.

📞
Smart Calling Cockpit

Prioritize prospects with ranked calling queues. Automatically log customer notes, next steps, and follow-up deadlines.

⚡
Conversational Field Copilot

Command your pipeline in plain English. Ask for accounts due for a call, request revenue summaries, and prioritize outreach.

📈
Deal Velocity Analytics

Track conversion yields across stages with transparent commission calculations and territory revenue forecasts.

🏢
Multi-Office Hierarchies

Manage dental chains and multi-location franchises under unified parent accounts without data fragmentation.

✍️
In-App Contract Signing

Send branded retainer agreements directly from account pages. Collect digital signatures with complete legal audit logs.

🛡️
Team Isolation & Passkeys

Protect client accounts with biometric passkeys, granular team roles, and dedicated workspace partitions.

Genuine Sample Data

Preloaded In Your Live Demo

Inspect 11 authentic Colorado business records the moment you log in.

Predictable Agency Pricing

Simple Licensing Plans

One closed client pays for the entire year.

Solo Consultant
For independent AI consultants managing local accounts.
\$99 / month
  • ✓ 1 Consultant Seat
  • ✓ Up to 500 Active Accounts
  • ✓ Smart Calling Cockpit
  • ✓ Conversational Copilot
Start With Solo Plan
Most Popular
Growth Agency
For agency teams scaling recurring client retainers.
\$299 / month
  • ✓ 5 Team Consultant Seats
  • ✓ Unlimited Client Accounts
  • ✓ Multi-Location Hierarchies
  • ✓ Integrated Contract Signing
  • ✓ Priority Support Desk
Get Growth Agency
White-Label Partner
Custom branding on your dedicated domain.
\$799 / month
  • ✓ Unlimited Consultant Seats
  • ✓ Custom Domain & Branding
  • ✓ Dedicated Droplet Instance
  • ✓ Custom Model Selection
Contact Partner Desk

Test Drive Gro-CRM Right Now

Click below to launch the preloaded demo workspace immediately.

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