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Client Harbor

Run Your Entire Business From One Platform

Most businesses today are juggling too many tools.

One system for email marketing.
Another for texting customers.
Something else for booking appointments.
A different system for websites and funnels.
And yet another tool for tracking leads and deals.

Not only does this get expensive, it also causes something worse. 

Leads get missed.
Follow-ups don’t happen.
Opportunities slip through the cracks.

Client Harbor brings everything together in one place so you can manage leads, communicate with customers, automate follow-ups, and grow your business without switching between multiple platforms.

Instead of running your business across five or ten different systems, you can run it all from one dashboard.

One System That Replaces Multiple Tools

Many businesses pay for a long list of software every month just to keep operations running.

Client Harbor combines all of these capabilities into one system so businesses can simplify their workflow and reduce the number of tools they depend on.

Everything is designed to work together. Leads come in, conversations start automatically, and your team can manage the entire customer journey from a single platform.

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Tools replaced by one simple platform

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Automated follow-up to every new lead

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Sales stages tracked from inquiry to closed deal

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Inbox for every call, text, email and chat

Capture Leads From Anywhere

Every business depends on leads.

Client Harbor helps capture them from multiple sources so they all flow into one central location.

Leads can come from:
Websites and landing pages
Funnels and lead forms
Surveys and applications
Phone calls
Text messages
Online chat
Social media messages

Once a lead enters the system, it is instantly stored in the CRM so you can track communication, follow-ups, and opportunities.

Instead of trying to piece together information from different tools, everything about the customer is stored in one place.

Automate Your Follow Up

One of the biggest reasons businesses lose sales is simple.
They don’t follow up fast enough.

Client Harbor allows businesses to automate follow-up so every lead receives a response quickly and consistently.

Automations can send:

Text messages
Emails
Voicemail drops
Appointment reminders
Review requests
Lead nurturing sequences

Instead of manually contacting every lead, the system can automatically start conversations and guide prospects toward becoming customers.

 This ensures that opportunities are never ignored and that potential clients stay engaged with your business.

Manage Your Sales Pipeline

Tracking deals and opportunities becomes difficult when everything is scattered across spreadsheets, emails, and different systems.

Client Harbor organizes leads and customers into clear sales pipelines so businesses can easily see where every opportunity stands.

Leads can move through stages such as:

New inquiry
Contacted
Qualified
Appointment scheduled
Proposal sent
Closed sale

This allows teams to quickly identify which opportunities need attention and which deals are progressing toward a sale.

With a clear pipeline view, businesses gain better visibility into their sales process and future revenue.

Communicate With Customers From One Inbox

Customer conversations can happen in many places.

Phone calls
Text messages
Emails
Website chats
Social media messages

When these conversations are scattered across different apps, it becomes difficult to keep track of communication.

Client Harbor brings all conversations together in a single inbox.

This allows businesses to see every message and respond quickly without switching between multiple platforms.

Every conversation is connected to the customer record inside the CRM, creating a complete communication history that your team can reference at any time.

Build Websites, Funnels, and Landing Pages

Client Harbor also includes tools for creating websites, landing pages, and marketing funnels.

Businesses can quickly design pages that generate leads, collect information, and guide visitors toward taking action.

These pages can include:

Lead capture forms
Appointment booking
Surveys and applications
Sales funnels
Product or service pages

Because the pages are connected directly to the CRM and automation system, every new lead automatically enters the platform and can begin receiving follow-up communication.

This creates a seamless flow from visitor to lead to customer.

Automate Appointment Booking

Scheduling appointments can take a surprising amount of time.

Back-and-forth emails trying to find availability.
Missed calls from potential clients.
No-shows that disrupt your schedule.

Client Harbor includes built-in calendar tools that allow customers to book appointments directly through a scheduling page.

The system can automatically:

Show available time slots
Confirm appointments
Send reminders by email or SMS
Reschedule bookings when necessary

This reduces administrative work and ensures that appointments are organized and easy to manage. 

Strengthen Your Online Reputation

Online reviews play a major role in how customers choose businesses.

Client Harbor helps businesses collect and manage reviews so they can build stronger credibility online.

After a service is completed, the system can automatically send review requests to customers.

Businesses can monitor feedback, respond to reviews, and track their reputation from one dashboard.

This helps improve visibility online and builds trust with potential customers who are researching your business. 

Track Performance and Growth

Understanding how your business is performing is critical for making good decisions.

Client Harbor provides reporting tools that help businesses monitor:

Lead generation
Conversion rates
Sales pipeline performance
Campaign results
Revenue growth

By tracking this information inside one system, business owners gain a clearer picture of what is working and where improvements can be made.

Instead of guessing which marketing efforts are effective, the data provides real insight into how leads and sales are being generated.

What's included with Client Harbor

Features
Replaces
Other Tools
Client Harbor
CRM & Pipeline Management
ReplacesTools replaced by CRM & pipeline management
Other Tools$95/Monthly
Client Harbor
Unlimited Sales Funnel
ReplacesTools replaced by unlimited sales funnel
Other Tools$295/Monthly
Client Harbor
Website Builder
ReplacesTools replaced by website builder
Other Tools$29/Monthly
Client Harbor
Surveys and Forms
ReplacesTools replaced by surveys and forms
Other Tools$49/Monthly
Client Harbor
Email Marketing
ReplacesTools replaced by email marketing
Other Tools$99/Monthly
Client Harbor
2-Way SMS Marketing
ReplacesTools replaced by 2-way SMS marketing
Other Tools$99/Monthly
Client Harbor
Booking & Appointments
ReplacesTools replaced by booking & appointments
Other Tools$29/Monthly
Client Harbor
Workflow Automations
ReplacesTools replaced by workflow automations
Other Tools$169/Monthly
Client Harbor
Courses / Products
ReplacesTools replaced by courses and products
Other Tools$99/Monthly
Client Harbor
Call Tracking
ReplacesTools replaced by call tracking
Other Tools$49/Monthly
Client Harbor
Reputation Management
ReplacesTools replaced by reputation management
Other Tools$159/Monthly
Client Harbor
Tracking & Analytics
ReplacesTools replaced by tracking & analytics
Other Tools$259/Monthly
Client Harbor
Communities
ReplacesTools replaced by communities
Other Tools$89/Monthly
Client Harbor
Overall Price
Other Tools$1,519 Per Month
Client Harbor$297
Features
Replaces
Other Tools
Client Harbor
CRM & PIPELINE MANAGEMENT
$95/Monthly
Unlimited Sales Funnel
$295/Monthly
Website Builder
$29/Monthly
Surveys and Forms
$49/Monthly
Email Marketing
$99/Monthly
2-WAY SMS MARKETING
$99/Monthly
BOOKING & Apoointments
$29/Monthly
Workflow Automations
$169/Monthly
Courses/products
$99/Monthly
Call tracking
$49/Monthly
Reputation Management
$159/Monthly
Tracking & Analytics
$259/Monthly
Communities
$89/Monthly
Overall Price
$1,519 PER MONTH

$297