SMB Squad

Your leads, follow-up, and social.
All in one place.

CMO Insights brings your CRM, email, texts, calls, and reviews together, so your marketing keeps moving while you run the business.

CMO Insights

One inbox

6 of 6 in
Maria R.Asked about pricingNew
Devon K.Can I book Thursday?Replied
Priya S.Callback bookedBooked
Google listing4.9 stars, 3 new reviewsSynced
Website visitorAI replied instantlyAI
Scheduled postGoing out to 3 accountsQueued
All in one place6 channels in 1 app

Reach your customers

Every conversation in one place.

CRM

Every lead and customer in one list, with the full history of each conversation attached.

Email

Send campaigns and one-to-one follow-up from the same place your contacts live.

Email-sending infrastructure

Properly set up sending, so your emails reach the inbox instead of the spam folder.

SMS

Text customers and leads, and read their replies alongside everything else.

Phone systems

Calls routed and tracked, with missed calls turned into follow-ups.

Pricing

One monthly price. Everything above included.

$647CAD + tax / month

Plus a separate one-time
$734 CAD + tax setup fee.

Billing starts the day you go live.

Get found

Show up where customers look.

Local listings

Your business listed accurately across the directories customers search.

Profile syncs

Update your hours or details once and every profile stays in step.

Website chat widget

Visitors can message you from your site, and every chat lands in your CRM.

Work faster with AI

Less typing, more selling.

AI replies and lead assist

Drafts responses to inbound messages and helps you work the leads most likely to buy.

AI post generator

Draft social posts in your voice, ready for you to review and approve.

Social accounts manager

Connect your social accounts and publish to them from one place.

How We Do It

From first conversation to your first month.

Billing works differently here: a one-time setup fee, then the monthly fee, starting from day one.

STEP 1 · THE CONVERSATION

Talk to us

We start with a conversation. You tell us about your business and where it hurts today, and we listen for the pain points behind the first ask.

STEP 2 · BILLING STARTS

Sign the agreement

We put the scope, the one-time setup fee, and the monthly fee in writing. Billing starts here, because your marketing squad starts working for you on day one.

STEP 3 · DISCOVERY

Discovery

We learn who you are reaching, where, and with what message, and talk to the people on your team who deal with customers, so the plan fits how you sell.

STEP 4 · ONE-TIME SETUP

Setup

One-time setup configures CMO Insights around that plan: your CRM, email and text, phone, listings, and chat.

STEP 5 · MONTHLY

Ongoing service

CMO Insights keeps your leads, follow up, and posts moving, month after month, with the squad a message away.

Let's talk about
your business.

30 minutes, no pitch. Tell us what is slowing you down, and we will show you what your business looks like running on its own system.