LIMITED TIMECRM & AI Sale
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    Next-Generation AI Sales Velocity Platform

    THE AI-POWERED CRM TO SCALE YOUR BUSINESS

    Assign and follow up with every lead the moment they come in. Combine multi-channel communication, autonomous voice & chatbot employees, and marketing funnels in one platform.

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    WORKS SEAMLESSLY WITH YOUR EXISTING TECH

    Slack
    Google
    LinkedIn
    QuickBooks
    TikTok
    Shopify
    Stripe
    Facebook
    Wovo
    Slack
    Google
    LinkedIn
    QuickBooks
    TikTok
    Shopify
    Stripe
    Facebook
    Wovo

    ALL-IN-ONE GROWTH PLATFORM

    ASSIGN AND FOLLOW UP WITH EVERY LEAD THE MOMENT THEY COME IN

    CRM & Sales Pipelines (The Engine)
    CRM & Sales Pipelines

    CRM & Sales Pipelines (The Engine)

    Built for sales velocity and multi-channel visibility

    Unified Inbox: A single interface that aggregates emails, two-way SMS, WhatsApp, Facebook Messenger, Instagram DMs, Google Business chats, and phone call recordings.
    Visual Pipelines: Drag-and-drop opportunity boards for managing sales stages. Moving a lead triggers automated communication sequences.
    Smart Lists: Dynamic contact segmentation that updates in real-time based on tags, activity, or custom fields.
    Missed Call Text-Back: Automatically texts back callers if you miss a call, preventing leads from reaching competitors.
    7-Day Free TrialSchedule A Demo
    Marketing & Lead Capture
    Lead Capture

    Marketing & Lead Capture

    The infrastructure to capture and convert traffic

    Website & Funnel Builder: Drag-and-drop page builder with hundreds of templates, custom domains, multi-step funnels, and one-click upsells.
    Forms & Surveys: Native builders with conditional logic mapping directly to CRM fields and triggering workflows.
    Social Planner: Built-in scheduling tool to plan, preview, and post across Facebook, Instagram, LinkedIn, X, TikTok, and Google Business.
    7-Day Free TrialSchedule A Demo
    Workflow Automations (The Brain)
    Automation Engine

    Workflow Automations (The Brain)

    Visual, node-based automation engine outpacing basic CRMs

    Multi-Channel Sequences: Send an email, wait two days, send an SMS, wait for reply, and branch logic automatically based on prospect response.
    Internal Routing: Automatically assign leads to reps round-robin, add tags, update stages, and notify team via Slack or SMS.
    Webhooks & API: Catch and send webhooks to push data anywhere for seamless software connectivity.
    7-Day Free TrialSchedule A Demo
    Operations & Client Success
    Operations

    Operations & Client Success

    Streamline scheduling, reviews, and client portal access

    Calendars & Booking: Team round-robins, paid appointments, class/group booking, and two-way Google/Outlook sync.
    Reputation Management: Automated review requests for Google & Facebook immediately after service completion.
    Memberships & Communities: Host unlimited video courses, drip content, and private branded communities for clients.
    7-Day Free TrialSchedule A Demo
    2026 AI Capabilities
    2026 AI Suite

    2026 AI Capabilities

    Autonomous agents integrated directly into core workflows

    Conversation AI (v2): Chatbot grounded in uploaded PDFs (menus, FAQs) to eliminate hallucinations and handle objections.
    Prospect AI: Activity center that autonomously searches for and qualifies prospects, pulling them directly into sales pipelines.
    Voice AI: Autonomous outbound voice agents capable of qualifying leads and booking appointments into CRM calendars.
    7-Day Free TrialSchedule A Demo
    Conversation AI / AI Employee
    AI Employee

    Conversation AI / AI Employee

    Text-based intelligence layer across SMS, DMs & WhatsApp

    Knowledge Grounding: Train AI with website URLs, pricing PDFs, and FAQs to accurately answer inbound inquiries.
    Multi-Channel Memory: Recognizes contacts across channels and remembers exact context from previous interactions.
    Goal-Oriented Booking: Acts as an automated appointment setter, naturally resolving objections and confirming calendar bookings.
    7-Day Free TrialSchedule A Demo

    GET MORE LEADS IN THE DOOR

    Attract the right people, turn interest into leads, and keep your pipeline full.

    CRM
    Voice AI
    Forms, Surveys & Quizzes
    Websites, Funnels & Landing Pages
    Webinar Funnels
    Chat Widget / Conversation AI
    Call Tracking
    Inbound SMS & Social DMs
    Social Planner
    Missed Call Text-Back
    AI Biz Card Scanner
    QR Codes
    Prospecting Tool
    Ad Manager (Google/FB/Insta Ads)
    GET MORE LEADS IN THE DOOR

    BUILD RELATIONSHIPS THAT CONVERT

    The tools you need to follow up, stay relevant, and build trust.

    Conversation AI
    Consolidated conversation stream (SMS, Messenger, Instagram DM, Whatsapp, Livechat)
    Sales Pipelines
    Workflows & Automations
    Calendars, Text Snippets
    Appointment Reminders
    Ringless Voicemail
    Mobile App (with video messages)
    Automated Outbound Call Connect
    BUILD RELATIONSHIPS THAT CONVERT

    CREATE FANS, NOT JUST CUSTOMERS

    Everything you need to turn happy customers into reviews, referrals, and buzz.

    Reputation Management
    Automated Review Requests
    Affiliate Manager (for referral tracking)
    Website Review Widgets
    Video Review Capture
    Video Review Widgets
    Workflow Automations
    AI Review Reply
    Social Planner Auto-Review Posts
    Communities
    CREATE FANS, NOT JUST CUSTOMERS

    CLOSE DEALS WITH LESS BACK-AND-FORTH

    Streamline estimates, invoices, and payments to close deals effortlessly.

    Lead Scoring
    Estimate & Proposals
    Invoicing
    Payment Integrations (Stripe, PayPal)
    Paid Calendars
    Order Forms / Upsells / Downsells
    Membership Offers / Courses
    One-click Upsell Funnels
    Gift Cards
    Loyalty programs
    CLOSE DEALS WITH LESS BACK-AND-FORTH

    GET BACK ON THEIR RADAR

    Re-engage past leads and customers with timely messages that drive repeat sales.

    Broadcast Campaigns – Email/SMS/Whatsapp/Messenger
    Smart Lists / Segmentation
    Automated Birthday Campaigns
    Automated Seasonal Campaigns
    Database Reactivation Templates
    Newsletter Automation
    Content AI
    Loyalty Programs
    GET BACK ON THEIR RADAR

    EVERYTHING YOU NEED TO GROW YOUR BUSINESS - EVEN ON THE GO!

    We make it easy to run your business top to bottom and on the go, with real support when you need it.

    Mobile App: Run your business from anywhere.
    Award-winning support: Get real help from real people.
    Automation: Set it up once and let it run.
    EVERYTHING YOU NEED TO GROW YOUR BUSINESS - EVEN ON THE GO!

    TAILORED FOR YOUR SECTOR

    POPULAR INDUSTRIES THAT USE WESTCOAST CRM

    • Lead Generation: AI chatbots qualify web traffic 24/7 and predictive algorithms analyze public records to pinpoint homeowners most likely to sell.

    • Transaction Automation: Scans contract, disclosure, and legal files to flag missing signatures, human errors, or unusual clauses.

    • Marketing & Visuals: Generative tools draft localized listing descriptions and handle virtual staging on property photos.

    • Market Intelligence: Parses complex civic documents, zoning updates, and city council notes for instant market insights.

    REPLACE ALL YOUR APPS WITH ONE PLATFORM

    AWARDS & INDUSTRY RECOGNITION

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    TRANSPARENT PRICING

    PRICING THAT FITS YOUR NEEDS & BUDGET

    All plans include our automated AI features and 7-day free trial.

    Best For Starting Out

    STARTER

    $99/Monthly
    7-day free trial
    10% off any advanced monthly AI services or lead generation
    No setup fees
    1 user
    CRM & Pipeline Tracking
    Unified Inbox (Email, SMS, Socials)
    Calendar & Booking System
    7-Day Free Trial
    Most Popular
    Best For Professionals

    GROWTH

    $199/Monthly
    7-day free trial
    20% off any advanced monthly AI services or lead generation
    No setup fees
    3 users
    CRM & Pipeline Tracking
    Unified Inbox (Email, SMS, Socials)
    Calendar & Booking System
    Website & Funnel Builder
    AI advanced Automations (Workflows)
    Review & Reputation Management
    Course & Membership Hosting
    Auto setup for any industry
    Access to AI bot generation
    7-Day Free Trial
    Best For Brokerage Firms & Agencies

    PREMIUM

    $499/Monthly
    7-day free trial
    30% off any advanced monthly AI services or lead generation
    No setup fees
    10 users
    CRM & Pipeline Tracking
    Unified Inbox (Email, SMS, Socials)
    Calendar & Booking System
    Website & Funnel Builder
    AI advanced Automations (Workflows)
    Review & Reputation Management
    Course & Membership Hosting
    API & Webhook Access
    White-glove done-for-you custom setup
    White-glove AI bot generation for voice and conversation managed monthly
    7-Day Free Trial
    Talk To Sales

    ENTERPRISE

    Custom/Monthly
    No setup fees
    40% off AI Leads and services
    11 or more users
    CRM & Pipeline Tracking
    Unified Inbox (Email, SMS, Socials)
    Calendar & Booking System
    Website & Funnel Builder
    AI advanced Automations (Workflows)
    Review & Reputation Management
    Course & Membership Hosting
    API & Webhook Access
    White glove done for you custom setup
    All Enterprise and custom solutions
    Talk To Sales

    GET YOUR TIME BACK & BOOK A DEMO TODAY!

    Fill out the form below to speak with an automation specialist and see Westcoast CRM in action.