"where marketplace & metaphysics integrate."

Agency Elevator CRM:

Agency Elevator by Elevation Works Group helps spiritual entrepreneurs and mission-led leaders organize, automate, and scale their business infrastructure so they can create more bookings, better cash flow, and greater capacity without carrying every administrative detail manually.

The All-In-All Platform

Our Agency Elevator CRM is built on High Level. It continues to evolve, integrating the latest technology and applications while responding to the everchanging needs of the small business market. Built for mission driven, metaphysical agents, energy practitioners, and spiritual entrepreneurs. Our greatest advantage is that it includes a bit of magic.

Agency Elevator is a CRM, automation, and business infrastructure service for spiritual entrepreneurs, energy practitioners, conscious service providers, and mission-led nonprofit leaders.

Through one integrated platform, clients can manage contacts, bookings, forms, funnels, automated follow-up, payments, reviews, courses, memberships, and client communication.

Blending practical technology setup with the Elevation Works Group implementation pathway, Agency Elevator, helps conscious businesses create more order, booking flow, cash flow, capacity, and confidence in automation.

This is aligned infrastructure for leaders who are ready to scale with more structure, less administrative burden, and greater sovereignty.

Agncey Elevator CRM Supports:

Instead of juggling disconnected tools, you receive a centralized platform that supports the full movement of business: from inquiry, to booking, to payment, to follow-up, to delivery of goods and services.

  • Automated appointment reminders

  • Array of booking calendars including complex services

  • Blogging professional options

  • Branded membership area

  • Client communication & relationship management

  • Custom dashboard to see what's important to your business

  • Custom designed marketing forms, surveys, & quizzes

  • Custom payment links, coupons, digital gift cards, & QR coding

  • Documents & contracts w/ digital signature & auto invoicing

  • Email/SMS marketing & campaigns

  • Funnels, landing pages, & multiple website capability

  • Integration of thousands of applications

  • Internal staff/team/project communication & management

  • Lead capture & pipelines

  • Media storage for self hosted pictures & video

  • Multiphone capacity with AI supported call answering & text back

  • Paid Ad management & scheduling

  • Phone ap to manage your system & take payments on the go.

  • Quick store/ecommerces setup

  • Reporting options from ad performance to local market analysis

  • Reputation management across multiple platforms

  • Social Media management & scheduling

  • URL purchase & registration build-in

  • Workflows automation with AI support

REPLACES

  • ActiveCampaign

  • Calendly

  • Clickfunnels

  • Docusign

  • HubSpot

  • Kajabi

  • Logging into multiple/seperate systems

  • Mail Chimp

  • Seperate merchant services

  • Skool

  • Woo Comerce

The Elevation Works Difference: Agency Elevator

This is not simply a Customer Relations Management subscription.

Agency Elevator by Elevation Works Group is a business infrastructure and implementation pathway

designed to help conscious leaders create more coherence in the way their work moves through the world.

Technology is treated as a mercurial force: the messenger, connector, translator, and carrier of movement within the business.

When the technology is scattered, the business field becomes noisy.

When the technology is structured, the business field becomes clear.

Agency Elevator helps organize the channels of communication, money, visibility, booking, and service delivery

so the practitioner has more space to lead, serve, create, and expand.

Begin with your Sovereign Assessment

Take a brief Sovereign Assessment to determine where you are on the path. The assessment is free and allows you greater insight into where you are on your journey to bringing your mission into the marketplace. You truly have nothing to lose and an opportunity to align your practices with your personage in ways that will impact all those you currently serve and those waiting on you to operate in your integrated authenticity.

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