01
Capture
Funnels, forms, chat widget, web chat, inbound calls. Turn visitors into contacts automatically.
One Stop Shop
Business Software
The Only Software You Need For
Marketing
Sales
Operations
And More
How TheCreatiVantage StackWins In 3 Steps
Your “One Elite Business System,” wired to capture more leads, book more calls, and close faster—without adding staff.
02
Nurture
SMS/email automations, AI replies, missed‑call text‑back, DMs. Every lead gets a fast, human‑sounding response—24/7.
03
Convert
Calendars, pipelines, quotes/invoices, POS & payments, reviews. More booked appointments, clearer pipelines, paid faster.
Prebuilt templates + best‑practice automations included on Day 1.
Looping GIF Placeholder
Lead → Calendar → Pipeline → Paid → Review
Lead → Calendar → Pipeline → Paid → Review
An all-in-one platform to
turn data into decisions
(and dollars)
Centralize, visualize, analyze, and improve your performance, all in one place.
ALL MESSAGES IN ONE INBOX
Talk to Customers Anywhere. Answer in One Place.
See and reply to texts, emails, calls, web chat, and social DMs without switching tabs.
Works with SMS, email, calls, web chat, FB/IG, WhatsApp
Assign a conversation to the right teammate
View the full message history for each person
Quick replies and templates to save time
Missed-call text-back so a lost call isn’t a lost lead
AUTOMATIONS SUPER-HIGHWAY
Set It Once.
Let It Work For You.
Automations send fast replies, book meetings, and move deals forward—day and night.
Instant reply when a form or chat comes in
Move deals to the next step and create tasks automatically
Reminder texts and emails to cut no-shows
Hot lead tags so your team calls the right people first
Simple If/Then rules (if they click, then send this)
And 100's More ways to Automate Tasks or Processes
iOS & ANDROID
Run Your Business
From Your Phone
Get alerts, reply fast, book meetings, and take payments—anywhere.
Push alerts for new leads and bookings
Tap to call, text, or DM from the contact record
Manage your calendar and deals on the go
Send estimates and invoices; take payments in the app
Quick notes and voice memos saved to the contact
And So Much More!
DRAG & DROP BUILDER
Launch Pages That Convert—Fast
Pick a template, add your content, and go live with forms and checkout built in.
Ready-made templates for opt-ins, booking, and product sales
Forms and surveys that feed your customer list (CRM)
Test two versions to see which page wins
Take payments and subscriptions with one-click add-ons
Simple SEO settings (titles and descriptions) on each page
SCHEDULING & SALES BOARD
Get Booked. Track Every Deal.
Smart booking plus a simple board to see where every deal stands.
Share a link so people book themselves
Auto-assign meetings (round-robin) to your team
2-way sync with Google/Outlook; timezone friendly
Text/email reminders to reduce no-shows
Take a deposit if you want
Drag cards left to right to move deals through stages
SIMPLE REPORTS THAT MATTER
Know What’s Working—
At a Glance
See which ads and channels bring sales, how your team is doing, and where to improve.
See revenue by source (which ads, emails, or channels win)
Pipeline value, win rate, and speed to close
Team scorecards: calls, reply time, show-up rate
Channel performance across ads, search, social, email, SMS
Auto-email reports daily or weekly to your inbox
24/7 PHONE ASSISTANT
Answer Every Call—
Book More Meetings
An AI voice answers, helps, and books—then hands off to your team when needed.
Greets callers and answers common questions
Books and reschedules right on your calendar
Sends call notes and summaries to the contact record
Knows when to transfer to a human
Launches workflow automations
Handles multiple calls simultaneously
Works all day, every day
SMART CHAT & SMS
Chat That Answers—
And Converts
AI handles website chat, texts, and DMs, collects details, and books time.
Instant replies on web chat, SMS, and social DMs
Collects name, email, and needs for your team
Books meetings or sends price lists in a click
Hands off to a human when it’s complex
Saves a full transcript to the contact
PAID CONTENT MADE SIMPLE
Sell Your Knowledge Online
Host lessons, drip content, track progress, and take payments—no plugins.
Video lessons, downloads, and quizzes
Drip release by date or lesson order
Progress tracking and completion badges
Subscriptions, bundles, coupons built in
Member login works on web and mobile
Private Groups
Bring Your Members Together
Posts, topics, events, and DMs—all in one safe space with your brand.
Topics and posts with images and video
Member profiles and DMs
Events & live sessions with reminders
Roles & moderation to keep it healthy
Mobile-friendly so engagement grows
PLAN, CREATE, POST
Schedule a Week in Minutes
Write, design, and schedule posts for all your channels from one calendar.
Calendar view for YouTube, IG, FB, TikTok, LinkedIn, Google, Pinterest.
Caption helper and saved hashtags
Media library for images and clips
Best-time suggestions and post previews
Comments inbox for quick replies
REVIEWS THAT WIN TRUST
Get More 5-Star Reviews
Ask at the right time, reply from one place, and show your best reviews on your site.
Auto-send review requests after visits
Google, Facebook & Many More reviews sites in one inbox
Private feedback capture to fix issues fast
Website widgets to display great reviews
Alerts so you never miss a new review
Grow With Partners
Track Referrals.
Pay Commissions.
Give partners a unique link, track sales, and pay them—without spreadsheets.
Unique links for each affiliate
Track clicks, leads, and sales in real time
Tiered payouts and approval rules
Assets library (banners, copy, terms)
Affiliate portal so partners help themselves
Flexible Plans Built to Scale With You
Choose the plan that fits your goals, unlock powerful insights, and only pay for what you need. No hidden fees, no surprises — just smarter analytics at every level.
Starter
3 Dashboards
5 Data Sources
Daily Data Sync
1 User
Community Support
$0 /month
Growth
10 Dashboards
15 Data Sources
Hourly Data Sync
5 User
Email Support
$49 /month
Pro
25 Dashboards
50 Data Sources
15-Min Data Sync
15 Users
Priority Support
$129 /month
Enterprise
Unlimited Dashboards
Unlimited Data Sources
Real-Time Sync
Unlimited Users
Dedicated Account Manager
$Custom /month
Ready to Transform Your Business
Take the first step toward achieving accelerated growth, amplified revenue, and a competitive advantage in your market. Let’s work together to shape a future where your business thrives at every stage.
Ready to Transform Your Business?
Take the first step toward achieving accelerated growth, amplified revenue, and a competitive advantage in your market. Let’s work together to shape a future where your business thrives at every stage.
Media Promotion
Elevate your brand with our dynamic Media Promotion services. At CreatiVantage, we craft compelling campaigns that capture attention and generate buzz for your business. From social media marketing to influencer partnerships and paid advertising, our holistic approach ensures your message reaches the right audience at the right time.
Data Analysis
Unlock the power of your business data with our comprehensive Data Analysis services. At CreatiVantage, we turn raw data into actionable insights, enabling you to make informed decisions and drive growth. Our expert team uses advanced analytical tools and techniques to identify trends, measure performance.
Web Analytics
Maximize your online presence with our cutting-edge Web Analytics solutions. At CreatiVantage, we dive deep into your website's performance metrics to uncover valuable insights and optimize user experience. Our experts track and analyze key indicators such as traffic sources, user behavior, and conversion rates.
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