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Features available for subaccounts WITHOUT additional costs

CRM Tools

Contact Managment:

  • Add, edit and organize leads.

    Opportunities:

  • Manage deals and sales opportunities..

Funnels and Web

Pages

Unlimited construction and management:
 
  • Funnels
  • Websites
  • Landing pages
  • Use free templates and customization options.

Calendars

Appointments:
 

  • Set up and manage appointment calendars.

  • Use the built-in calendar system to schedule and track meetings.

Automation

Workflows:
 

  • Automate tasks such as tagging contacts, updating opportunities or moving leads through pipelines.

  • Internal notifications through the system (not SMS or email).

  • Trigger conditions based on CRM actions (e.g., form submission, pipeline stage changes).

Forms and

Surveys

Create and embed:
 
  • Personalized forms to capture potential customers.
  • Surveys to collect feedback.
  • Tracking of form submissions in the CRM.

Memberships

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  • Create membership sites with content libraries.
  • Offer closed content for sub-account users or your customers.

Gestión Retroalimentación

  • Collect reviews through internal links or methods other than SMS/email.
  • Manage reviews and respond on platforms such as Google My Business (GMB).

Herramientas del 

Marketing

Social media posts:
 

  • Schedule and post to social networks.

  • Use organic dissemination functions that do not involve SMS, email or WhatsApp.

Reports

Access integrated reports for:
 

  • Funnel performance.

  • Appointment tracking.

  • Call tracking (if not using an external provider).

Custom

Fields

  • Add and use custom fields in forms, workflows and CRM.

Call tracking
(free option)

  • Use manual call logging in the CRM to track phone calls without integrating paid services.

Tags and

Segments

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  • Organize contacts with tags.

  • Create contact segments for better CRM management.

Files management

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  • .Upload and store files on the system (subject to storage limits).

Courses creation

  • Create and manage courses for training or customer use.

Teamwork

  • Add team members to subaccounts to assign tasks and manage projects.

Features WITH additional cost

Interactions by SMS, email or WhatsApp:

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  • Billed on an individual use basis.

Phone calls, and phone numbers:

  • Includes incoming/outgoing calls, which are billed on a usage basis.

Third-party integrations that require API calls:

  • Some external tools may charge per-use fees.

Ads:

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  • Avoid using advertising tools such as Facebook Ads, these are billed through Sunshine Funnel.

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