Convert More Leads Into Sales
Summit CRM helps you start, converse, and book more appointments on autopilot for your business through SMS, Email, Live Chat, Phone Calls, and much more!
Summit CRM has everything your business needs to succeed
We bring all the things you need to grow your business in one place.
Capture
Capture leads effortlessly with our powerful sales funnels, driving impactful sales and growth for your business.
Nurture
Nurture leads seamlessly with our automated engagement, fostering strong relationships and maximizing conversion.
Close
Close deals efficiently with our online booking tool, empowering your team to meet with prospects quickly.
Using Summit CRM You Can...
Capture
Capture More Leads for your Business
CRM
Summit CRM simplifies and segments contacts into dynamic Smart Lists to help you engage every lead via SMS, Email, and Workflow.
Website & Funnel Builder
Too busy to build a website from scratch? Choose from thousands of responsive website templates in our Template Library. All of them, all yours for free!
Forms & Surveys
Create and embed custom forms to capture leads. Add them to your Summit CRM's funnels & websites or embed them on WordPress, Shopify, Wix, or any other website.
Smart Webchat Widget
Unleash the power of SMS with Summit CRM's Smart Webchat Widget - the quickest way to enable website visitors to initiate a text message conversation with a business.
Social Media Lead Forms
Summit CRM integrates directly with Facebook and TikTok Lead Forms (no Zapier needed) so leads flow directly in as CRM Contacts and can immediately trigger nurture automations.
Nurture & Close
Nurture & Close Prospects Into Customers
Workflows
Trigger automated Email, SMS, ringless voicemail, FB Messenger, Instagram DMs, Google Chat, Call-Connects, and more from your workflows.
Social Media Scheduler
Access our Template Library and choose from thousands of premium social posts segmented by industry (Graphics and content included!).
Online Scheduling
Summit CRM is equipped with a fully-automated scheduling system, so you or your clients don’t have to stress out about a missed call or forgotten appointment with a client.
Pipelines
Organize and manage leads & contacts with custom Pipelines. Follow your leads through various stages and watch them as they move down the funnel to become a won opportunity!
Review Management
Turn Customers Into Positive Reviews and Repeat Buyers
Reputation Center
All of your reviews, all in one place. Check out existing and pending reviews, engage with them and even dispute them if needed.
Review Requests
With the Review Request action in Workflows you can send review requests via email & text without lifting a finger! Trigger these requests at any stage.
Listings
When someone needs to know your business information, can they find it? Post your business listings online and across the top citation sources using our Yext integration.
Review Widget
Streamline your review posting process by utilizing Summit CRM's reviews widget! With this widget, you can quickly and automatically post your 5-star reviews on any website or platform.
Industry Leading Features
Automated Follow Up
Automatically message leads across SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
AI Appointment Booking
Use Summit CRM to book appointments for you so that you can focus on what matters the most, closing deals.
Lead Round Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.
Team Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
Advanced Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Communication Center
All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!
Seamless Integration With 2000+ Tools
Integrate Summit CRM With Tools You Already Love
With Our Custom Integration And Zapier!
Join 3,800+ people who love our software
I would give Summit CRM a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I recommend it to all my clients!
Sunrise Oral Surgery
The campaigns are so simple & easy to create... it's been a game changer.
V2 Technologies
Tech sales
Summit CRM has been game-changing for our company growth. The automated text features and workflows has made our small team 10x more efficient.
Rise E-Commerce
Ecommerce Agency
Pricing
Solopreneur
Plan
$89/month
🚀 FREE Professional onboarding assistance included 🚀
1 user per account
CRM access
Email & website building tools
Template library
Unlimited contacts, calendars, chats, funnels, triggers, & campaigns
Create Smart Automation Campaigns (Email Text, Voicemails etc.)
Push Notifications via Email, Text, Phone, Desktop & Mobile App
So much more...sign up for a free trial or book a free demo to see for yourself
Enterprise
Plan
$149/month
🚀 FREE Professional onboarding assistance included 🚀
Everything in the Solopreneur Plan plus:
Unlimited users
$10/mo complimentary credits
HIPAA Compliant Plan
$289/month
🚀 FREE Professional onboarding assistance included 🚀
Everything in the Enterprise Plan plus:
HIPAA compliance
Additional $5/mo complimentary credits ($15/mo total)
* REQUIRES A DEMO BEFORE PURCHASE
Book A Demo Call For More Info:
Frequently Asked Questions
1. What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.