Crunch Fource

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CRUNCH

ALLY

YOUR ALL IN ONE BUSINESS SOFTWARE

FOURCE

Take your business to the next level

Organize ∙ streamline ∙ automate

Assistant in the palm of your hand

Online Scheduling

Spend less time coordinating appointments. Don't miss opportunities because you can't get to the phone. Offer 24/7 scheduling. Cross-sell and Up-sell clients by exposing them to all of your products and services

CRM

Keep track of customer activity and progress. Understand the bigger picture so you can offer better, more personalized service and identify growth opportunities. Make it easy to assess customer lifetime values. Easily manage your leads and sales funnel.

Event Management

Get more event registrations, no need for integrations, manage event registration from within your CRM platform.

SMS Messaging

Automate your clients communication without losing your personal touch. Reduce no-shows, increase retention, get paid faster. Reduce uncomfortable conversations about overdue payment. Provide personalized customer service.

Invoicing & Payments

Create and send customized estimates and invoices. Preprocess payments online with secure payment processors like PayPal, Square and Stripe. Record and track payments made online. Create and send links you clients can use to pay you for any outstanding balance. View total amounts due and overdue.

Teams

Drive better teamwork, enable transparency when needed. Control access to sensitive information. Track and monitor your teams performance.

Automation

Create client statuses and automate status changes. Convert leads into customers, stay in touch with your clients. Offer seasonal greetings and special offers. Nuture customers, share important business updates and news. Drive traffic to your site and socials

Bundle Packages

Boost customer retention, cross-sell and upsell customers. Give your business a revenue boost, secure your revenue in times of uncertainity.

Dashboard

Start your day by reviewing your business' status, upcoming bookings, open estimates, and payments due. Track your business' growth from month to month. Measure campaign ROI

Scheduling

Get more bookings – online, offline, on-the-go.
The ultimate appointment scheduling software for busy professionals. Let clients book services online 24/7.Consumers prefer to do business with companies that make it convenient and easy for them. Show them you value their time and appreciate their business

Invoicing System

Get your invoicing and billing tasks out of the way, so you can save time and focus on boosting your business. Easily
issue beautiful invoices from your desktop or mobile, and speed up payments with automatic client reminders.

Payment & Collection System

Get paid in a single click

Let clients pay for invoices online 24/7 by adding a simple payment button to your invoices. Send invoices via SMS Don’t wait for clients to open their emails. Send invoices via SMS as soon as the meeting is done.

Collect like a pro Forget about unpleasant collection calls – simply set up automatic payment reminders to ensure clients pay on time.

CRM

Manage all your contacts in one place never lose a contact again. Store manage and label your leads, contacts and clients in one centralized online hub. 

Know your clients inside and out, get a birds-eye view of your client history, appointments, payments, invoice, documents and  conversations. 

Run your business on the go and have all the information handy wherever you are and when ever you need it with a friendly mobile app. 
Boost your team’s productivity easily collaborate with your team, assigning clients, appointments, and incoming requests to staff members.

Client Portal

Keep your lights on and your business running 24/7.

Client portal lets clients schedule, pay, share documents, and take action online from a friendly self service portal.

Appointment reminders spend less time on admin tasks and cut no shows by 50% with automated SMS & email reminders. 
Custom follow-ups, gain more returning business with post-meeting follow ups inviting clients to book their next appointment. 

Lead Generation

Drive visitors to take action grab your visitors attention with targeted calls-to-action that win clicks and drive revenue.

Invite clients to register for your workshop or class, schedule a free consult or even share a document with you from any page on your website

Turn your website into a client generating powerhouse! Greet your website visitors with a dynamic widget that drives conversation and boosts sales. 

Get instantly notified of every new lead and easily take action. Receive a text message whenever a prospect gets in touch with your business. 

Easily confirm bookings, respond to inquires and send additional information in seconds – from any device.  

Appointments

Fill up your calendar the easy way. No more back and forth with clients. Allow visitors to booking appointments 24/7 regardless of office hours or staff availability. 

Our built in notification feature will send your clients SMS/Email reminders, reducing no-shows and last minute cancellations. 

Did we mention our mobile App?

Whether you are in the office or on the go. Our mobile app guarantees you will have instant access to all prospect/client communication and your business calendar. 

Easily view and edit your notes, records and documents 24/7 365 days

Email & SMS Marketing

Everything you need to create beautiful marketing campaigns. Use a pre-built template to create gorgeous mobile friendly marketing campaigns, designed with customer engagement in mind. 

Cross-channel marketing – Double your results in half the time. 

Email Marketing-Easily create beautiful promotions using custom templates. Segment clients based on their location, interests and more. Send personalized emails. 

SMS Marketing-Get 98% open rate! SMS campaigns are read within the first 3 minutes. Combine SMS with emails to reach 100% of your clients. Ideal for last minute promotions. 

Free your mind and feed your wallet with automated campaigns. Can’t find the time to work on your marketing? Simply turn automated campaigns on and let Ally work for you.

Easily schedule and send automated campaigns to clients who meet a certain criteria. Create individual or drip campaigns in no-time with three beautiful ready-made campaigns. Crafted by our marketing team to engage and retain clients. A “welcome” email for new clients, a “Happy Birthday” email and “It’s been a while” email for inactive clients. 

INTEGRATIONS

INDUSTRIES

consultant image

Business/Personal Consultant

More than 30.000 U.S. based business
consultants are already hosting their
business on ALLY.
Helping you create smarter workflows, help you capture new leads, create proposals and convert your estimates to invoices in once click.
Take your networking to the next level with a CRM that you can use right from your
mobile—tag your clients’ proposal status, make notes on your conversations, and see their estimates and  nvoices in one place.
Network online with lead pages, email campaigns, and call to action buttons that
get clicks.
Let your clients schedule meetings right from your social media, Google My Business, or your lead generation pages. Automatically generate zoom links for online meetings and send them to your clients right after they book and, if you choose, again right before the meeting is scheduled

Health Professionals

ALLY is a hassle-free HIPAA compliant
business management software used by
more than 15.000 health U.S based health
clinics.
Health professionals use this system to
keep client notes, bookings, invoices, and
payment history all in one place.
Helping you as a health professional to
keep CPT codes stored and ready to go on
the right invoices.
ALLY makes it easy for clients to book that
first consultation without a phone call.
Once clients schedule with you, automated
reminder emails before their appointments
will reduce no-shows and help you maintain rapport

Online Tutor Image

Online Tutors & Teachers

More than 6.000 online tutoring
businesses in the U.S. are hosted on ALLY
Meet your user-friendly digital classroom
with the all-in-one platform, that lets you
teach, invoice, and share files with
students all in one place. With a
customizable online portal, you’ll be able
to send notes, assignments, progress
updates, and invoices to students in one
place. They can log on to see all the files
you’ve shared with them, and pay their
invoices in one click.
No matter how big your classroom is, we
have you covered. You can schedule
large classes using zoom integration,
embedding zoom links right into your
emails and student portal. For colleges,
team management features help assign
students to different instructors
depending on their field of study. CRM
helps you keep track of it all, with a space
for private records of grades, student ID info, and anything else you need to track

Cleaning Service Professionals

More than 10.000 U.S based cleaning
professionals run their business on ALLY.
Get the job done right with software that
tracks your schedule, client preferences,
and accounts receivable all in one place.
Let your clients choose from different
cleaning services when they book with
you online, right from your social media,
Google My Business, or lead page. Assign
different staff to different clients, and
track them with scheduling that tells you
exactly what jobs each employee has
been assigned.
Make it easier on your clients to book that
first appointment, with scheduling
software that lets them schedule their
own appointment or consultation without
a phone call. Once clients schedule with
you, automated reminder emails before
their appointments will reduce no-shows
and help you maintain rapport.

Image of a lawyer

Law Firms & Legal Professionals

More than 8.000 U.S. based law firms are
running on ALLY. Keep your case files and billing organized with software that keeps all your client information in one place. Easily send the document and share files with clients from your own secure client portal, where your clients can see upcoming meetings, access bills, and message you directly.
Law firms can assign clients to different legal professionals, or make it easier for them to collaborate on caseloads. You can also edit access permissions to keep confidential cases private.

personal service image

Personal Services Professionals

More than 45.000 U.S. based hair and beauty salons are hosted on ALLY
Keeping your salon running has never been easier thanks to this all in one scheduling platform. Let salon customers see your booking availability right from your website, Facebook, or Google My Business listing,
and book appointments at a time that works for both of you. If they have a regular hairdresser or nail artist, they can pick that person from a menu with headshots of each of your staff members.
List services, package bundles, and products all from one convenient menu, so salon customers can choose the service they need right from the start. Send email campaigns that convert, with call to action buttons and coupon codes that integrate with scheduling and payments. Keep track of your customers’ preferences with an easy-to-use CRM that lets you note their styling preferences, allergies, or any other vital info

Landscaping Professionals

More than 5.000 gardening and landscaping businesses are already managing their small business with ALLY.
Focus on keeping your client’s garden green with software that simplifies everything else.
Integrated scheduling, invoicing, and CRM tools give you all the features you need for happy clients. Keep them updated on jobs, and send payment once everything is done.
Let clients schedule consultations, or fill out lead generation forms on your website for quotes.
Managing a team? Keep track of their jobs, schedules, and client interactions with software that lets you assign team members to different clients based on their skill set.
Keep contact cards for all your suppliers,
subcontractors, leads, and clients, all in one easy to use CRM platform. Do it all on the go, with mobile functionality that lets you pick up scheduling, messaging, and anything else where you left off, from wherever you are.

Trades Professionals

More than 45.000 U.S. based Trades Professional services are hosted on ALLY.
Great business management  software is one of the most important tools you can invest in. A streamlined way of managing your business, from scheduling and customer communication to billing and payments. Take charge of your crew with team management features that let you dispatch the right person to the right job. Manage your invoices and payments with billing software that auto-fills contact data so you don’t have to enter it each time. Make estimates that you can convert to invoices with a single click.
Marketing emails and SMS messages are hassle free thanks to templates that let you send polished, professional updates and discounts to your clients. Respond to urgent requests promptly with notifications for in-app client messages. Send automated email notifications to clients when they book with you, and automated reminders shortly before their scheduled appointment. Grow your business with lead generation tools that let clients book right from your Facebook page or website.

PRICING

Starter

One User

$ 35 Monthly
  • Full CRM
  • Unlimited Scheduling
  • Complete Payment Systerm
  • Marketing Capabilities
  • Book on Website/Socials
  • Automated Reminders
  • SMS & Email
  • Support
  • Full Reporting Tools
  • Unlimited Linked Calendars
  • Private Individual Client Lists
  • Private Individual Payment Providers
  • Mobile App for Business
  • Client Portal App & On your Website

Business

One -Twenty Users

$ 70 Monthly
  • Full CRM
  • Unlimited Scheduling
  • Complete Payment System
  • HIPAA Compliant
  • Full Marketing Capabilities
  • Book on Website/Socials
  • Automated Reminders
  • Support & Set-up
  • Integrations
  • Full Reporting Tools
  • Unlimited linked Calendars
  • Private Individual Client Lists
  • Private Individual Payment Providers
  • Mobile App for Business
  • Client Portal App & On your Website
Starts at

Premium

One - Twenty Users

$ 120 Monthly
  • Full CRM
  • Unlimited Scheduling
  • Complete Payment System
  • HIPAA Compliant
  • Full Marketing Capabilities with Automation
  • Book on Website/Socials
  • Automated Reminders
  • Support, Set-Up & Testing
  • Full Integrations
  • Full Reporting Tools
  • Unlimited Linked Calendars
  • Private Individual Client Lists
  • Private Individual Payment Providers
  • Mobile App for Business
  • Client Portal App & On your Website
Starts at
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Congratulations on taking the next step in your business' journey!
We are excited to have you


All Packages Include import of existing client data

One click is all it takes to switch from another provider

  • Basic
  • Business
  • Premium
BUSINESS AND PAYMENT MANAGEMENT
Client Management
Client Portal
Billing & Invoicing

Automated payment collection

Accept payments through various integrations: Stripe, Square, Paypal & Venmo
Online scheduling & Business calendar
Zoom Integration
Scheduling
Unlimited Bookings
Class & Workshop Management
Waitlists
Customizable Policies
No-Show & Late Cancellation Protection
Service & Class Waivers
IOS & Android Apps
Group Booking For Classes
Payment
Built-in Device Free Payment Processing
One Rate For All Payment Types
Next-Day Funding
Dedicated Payment Support Team
Prepayment Deposits Hold With Card
Instant Self-Checkout 
Product Management
Automated Billing
MARKETING AND CLIENT COMMUNICATION
Online lead capturing widget
Reserve with Google integration
Customizable Packages & Discounts
Book Button For Instagram/Facebook
Unique Business Listing URL (SEO Optimized)
Embeddable Booking Widget For Websites
Re-engagement / "Time To Book" Emails
Client Segmentation For Targeted Emails
AUTOMATION AND REMINDERS
Automated reminders
Monthly SMS credit – inside US ** (100) (additional groups of 100 - $5)
Monthly SMS credit – outside US ** (20) (additional groups of 100 - $10)
Automated Client Email Reminders
Automated Text Reminders
Automated Birthday Emails
SUPPORT, SET-UP & INTEGRATIONS
Set-up & installation session (45 min.) $150
Support
Free and Easy Client Imports
Support Knowledge Base
Reporting and Tools
General Business Reports
Package Reporting
Auto Billing & Transactional Reporting
Multiple Locations/Providers
Unlimited Linked Calendar Locations
Private Individual Provider Payments
Private Individual Provider Client Lists
Mobile Apps
App For Business
App for Your Customers
Booking App
Check-In App 
BUSINESS AND PAYMENT MANAGEMENT
Client Management
Client Portal
Billing & Invoicing
Automated payment collection
Accept payments through various integrations: Stripe, Square, Paypal & Venmo
Online scheduling & Business calendar
Zoom Integration
Scheduling
Unlimited Bookings
Class & Workshop Management
Waitlists
Customizable Policies
No-Show & Late Cancellation Protection
Service & Class Waivers
IOS & Android Apps
Group Booking For Classes
Payment
Built-in Device Free Payment Processing
One Rate For All Payment Types
Next-Day Funding
Dedicated Payment Support Team
Prepayment Deposits Hold With Card
Instant Self-Checkout 
Product Management
Automated Billing
MARKETING AND CLIENT COMMUNICATION
Online lead capturing widget
Campaign recipients *(5000)
Reserve with Google integration
Email & SMS marketing campaigns
Online coupons
Unlimited Email Marketing Templates
Customizable Packages & Discounts
Book Button For Instagram/Facebook
Unique Business Listing URL (SEO Optimized)
Embeddable Booking Widget For Websites
Re-engagement / "Time To Book" Emails
Client Segmentation For Targeted Emails
AUTOMATION AND REMINDERS
Automated reminders
SMS notifications & reminders
Monthly SMS credit – inside US ** (250) (additional groups of 100 - $5)
Monthly SMS credit – outside US **(50) (additional groups of 100 - $10)
Automated Client Email Reminders
Automated Text Reminders
Automated Birthday Emails
SUPPORT, SET-UP & INTEGRATIONS
Google Analytics, QuickBooks integration
Set-up & installation session (45 min.)
Support  email & phone
HIPAA Compliant + BAA
Free and Easy Client Imports
Support Knowledge Base
Reporting and Tools
General Business Reports
Package Reporting
Auto Billing & Transactional Reporting
Multiple Locations/Providers
Unlimited Linked Calendar Locations
Private Individual Provider Payments
Private Individual Provider Client Lists
Mobile Apps
App For Business
App for Your Customers
Booking App
Check-In App 
BUSINESS AND PAYMENT MANAGEMENT
Client Management
Client Portal
Billing & Invoicing
Automated payment collection
Accept payments through various integrations: Stripe, Square, Paypal & Venmo
Online scheduling & Business calendar
Zoom Integration
Scheduling
Unlimited Bookings
Class & Workshop Management
Waitlists
Customizable Policies
No-Show & Late Cancellation Protection
Service & Class Waivers
IOS & Android Apps
Group Booking For Classes
Payment
Built-in Device Free Payment Processing
One Rate For All Payment Types
Next-Day Funding
Dedicated Payment Support Team
Prepayment Deposits Hold With Card
Instant Self-Checkout 
Product Management
Automated Billing
MARKETING AND CLIENT COMMUNICATION
Online lead capturing widget
Automated campaigns
Campaign recipients *(10,000)
Reserve with Google integration
Two-way texting with clients
Email & SMS marketing campaigns
Online coupons
Unlimited Email Marketing Templates
Customizable Packages & Discounts
Book Button For Instagram/Facebook
Unique Business Listing URL (SEO Optimized)
Embeddable Booking Widget For Websites
Re-engagement / "Time To Book" Emails
Client Segmentation For Targeted Emails
AUTOMATION AND REMINDERS
Automated reminders
SMS notifications & reminders
Monthly SMS credit – inside US **(500) (additional groups of 100 - $5)
Monthly SMS credit – outside US **(100) (additional groups of 100 - $10)
Customize email templates & notification schemes
Automated Client Email Reminders
Automated Text Reminders
Automated Birthday Emails
SUPPORT, SET-UP & INTEGRATIONS
Google Analytics, QuickBooks integration
Zapier integration
Set-up & installation session (45 min.)
Support
HIPAA Compliant + BAA
Free and Easy Client Imports
Support Knowledge Base
Reporting and Tools
General Business Reports
Package Reporting
Auto Billing & Transactional Reporting
Multiple Locations/Providers
Unlimited Linked Calendar Locations
Private Individual Provider Payments
Private Individual Provider Client Lists
Mobile Apps
App For Business
App for Your Customers
Booking App
Check-In App 

Complete Integration, Set-up and automation available

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