CRM & Marketing Automation Software for Small Businesses

You can use do almost anything in FocalContact during the free trial. If you want to use anything that requires usage credits, e.g. sending emails, by default you will be charged the minimum top up of USD5.

If you decide that FocalContact is not for you, just let us know and we will cancel your subscription.

There are functions that may generate organc traffic, e.g. social media scheduling, website builder, blogging, etc.

We also have these solutions as addons (discounted with an active FocalContact subscription):

• FocalAds – Ad creation, publishing and management that leverages AI.
• FocalSEO – Analyses your website and competition to give you new tasks every month to get your website ranking.

It’s true other marketing tools have all-inclusive plans, but the reality is they have worked the numbers to determine a price point that they will not lose on, but most users do.

Our approach is not to charge you extra on plans to cover usage costs when you might not be using the platform as much as others are. Instead of charging you hundreds, and even thousands, more on plans like other tools do we charge a base fee plus usage fees. Only a small percentage of “power” users lose under this model, whereas the majority of users benefit from a fairer “pay for usage” model.

It’s true other marketing tools have all-inclusive plans, but the reality is they have worked the numbers to determine a price point that they will not lose on, but most users do.

Our approach is not to charge you extra on plans to cover usage costs when you might not be using the platform as much as others are. Instead of charging you hundreds, and even thousands, more on plans like other tools do we charge a base fee plus usage fees. Only a small percentage of “power” users lose under this model, whereas the majority of users benefit from a fairer “pay for usage” model.

We recognise that some businesses use applications that have been specifically built for their industry, and FocalContact is not intended to replace those. 

You can run FocalContact in parallel to your practice management software to do what it does not do, and use a tool like Zapier to set up integrations, use our premium workflow actions (including webhooks), or do an API integration.

If you use your practice management software for appointment bookings, it may do a two-way sync with Google and Office Calendars. FocalContact does, too, so syncing between FocalContact and your practice management software may happen automatically once two-way syncing is enabled.

Reach out if you have a specific question about how FocalContact may work with your practice management software, and if required we can provide an integration service (service fees may apply).

Everything listed in your plan level!

To help you get started, the first thing you should do is book an onboarding call. This call is done via Zoom video conference and will walk you through anything that needs setting up.

Depending on the inclusions of your plan level, we include templates for emails, websites and funnels that you can deploy and edit. We also include some standard automations that are saved to draft in your account, ready to edit and publish. These automations include:

• Multichannel reply bot automations
• Appointment confirmation and reminders.
• Notifications for form submissions.
• Longterm nurture sequence template.

There is a lot you can do with FocalContact… and yes, honestly it can be quite overwhelming.

Here are some quick wins to start:

• Import your contact list.
• Set up your first email template and send an email to your database.
• Replace the forms on your website so you have everything coming into your universal inbox.
• Add the web chat widget to your website.
• Connect your social media accounts to the Social Planner and start scheduling your social media posts.
• Create a calendar for people to book appointments on autopilot – you can use the hosted link, or embed on your website.

You might decide the best use of your time is in your business, while getting someone to set up FocalContact for you.

If that’s the case, reach out to us.

We can offer services to assist from basic account setup, to complicated marketing and business process workflow automations, to integrations with other software.