CareIQ Assist CRM

CRM & Automation Systems

Grow smarter with one connected CRM.

Philippines-Based

Starts at
$199 per month

Book a Discovery Call Talk to our AI Assistant

Automations Bookings Follow-ups

All-in-one CRM Platform

Everything in the platform

CRM and pipeline management
Built in workflow automations
2 way SMS and email marketing
Booking calendar and appointments
Forms and surveys (lead capture)
Website builder and landing pages (funnels)

Call tracking and conversation history
Reputation management (review requests)
Reporting and analytics dashboards
Central inbox for messages (multi channel)
CareIQ Assist implementation and setup support
Mobile App integration

Plans

Unlimited users on every plan

CRM & All Features

$199per month

Everything in the platform

+ $1,000 one-time setup fee

w/ AI Chatbot & Voice Agent

$299per month

Adds AI chatbot and voice agent

+ $1,000 one-time setup fee

Compare all pricing

The CareIQ Assist CRM contacts list, showing 106 contacts with phone, email, created date and tag columns, and a sidebar of Conversations, Calendars, Opportunities, Automation and Reporting.

Automations

See an automation run

Save a date on a contact once. The platform watches the calendar, and a month before that date arrives it sends the follow-up and tells your team, without anyone having to remember. These two are an insurance example. The same trigger and action logic fits any workflow you run.

Annual Policy Review

CRM Contact

Michael Carter

Policyholder

Email: michael.carter@email.com
Phone: (555) 321-9087
Policy Type:: Life Insurance
Review Date:: June 15

Today is May 15

Trigger

Review Date Near

Fires 1 month before June 15

Every year, automatically

Actions

Send Review Invitation
Done

Hi Michael, it is time for your annual policy review. Book a time with us here.
Notify Advisor
Done

Annual review due for Michael Carter.

Policy Renewal Reminder

CRM Contact

Angela Brooks

Policyholder

Email: angela.brooks@email.com
Phone: (555) 654-1123
Policy Type:: Home Insurance
Renewal Date:: August 30

Today is July 30

Trigger

Renewal Date Near

Fires 1 month before August 30

Actions

Send Renewal Reminder
Done

Hi Angela, your policy is coming up for renewal soon. Let us know if you have questions.
Create Follow-Up Task
Done

Renewal follow-up task assigned to team.

Ready to Scale Your Business?

Let’s match you with the right virtual assistant, virtual medical assistant or CRM solution for your workflow. Reach out Today!