Core Plans
Choose the Right Foundation for Your Business
Every business has different goals, processes, and growth strategies. Some companies need a simple system to organize leads and customer communication, while others require advanced automation, marketing tools, reporting, and sales management capabilities.
Core Plans provide the foundation businesses need to centralize operations, manage customer relationships, and create more efficient workflows.
Whether you are just getting started or looking to replace multiple disconnected tools, Core Plans provide access to the essential features needed to build a more organized and scalable business.
One Platform
An All-in-One Business Platform
Many businesses rely on multiple software platforms to manage different parts of their operations.
One system may be used for customer management, another for marketing, another for scheduling, and yet another for communication.
Managing multiple platforms often leads to higher costs, duplicated work, and disconnected data.
Core Plans bring these functions together into a single platform, helping businesses manage:
- Customer relationships
- Lead generation
- Marketing automation
- Communication
- Sales pipelines
- Scheduling
- Reporting and analytics
Centralizing these tools helps simplify operations while improving visibility across the business.
Built to Grow
Built for Businesses That Want to Grow
Growth creates new opportunities, but it also introduces new challenges.
As lead volume increases and customer interactions become more complex, businesses need systems that can scale alongside them.
Core Plans provide the structure needed to support growth without creating additional operational complexity.
By organizing customer information, automating routine tasks, and improving communication, businesses can continue growing while maintaining efficiency.
The right systems help create sustainable growth over the long term.
Any industry · Standard platform
Plans for any business
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Starter
For small businesses moving off spreadsheets into a real CRM.
- CRM & contact management
- Lead capture: forms & web chat
- Sales pipeline & opportunities
- Calendar booking
- Missed-call text back
- 2-way text & email
- Email marketing & basic workflows
- Basic reporting
Growth
For businesses actively generating leads that need stronger follow-up.
- Everything in Starter, plus
- Reputation & review management
- Surveys & document/contract sending
- Invoicing
- SMS & email templates
- Trigger links
- Blogs
- Affiliate manager
Pro
For scaling businesses that need marketing, funnels, and sites.
- Everything in Growth, plus
- Funnels & websites
- Campaigns
- Social planner
- Memberships & communities
- Certificates
- QR codes
Enterprise
For larger teams and multi-department operations with no caps.
- Everything in Pro, plus
- Unlimited user accounts
- Unlimited contacts
- Multi-department access
- High-volume lead management
- Scalable customer communication
Consolidate
Replace Multiple Software Subscriptions
Many organizations spend significant amounts each month on separate tools for:
- CRM management
- Email marketing
- SMS communication
- Scheduling
- Lead capture
- Sales tracking
- Reputation management
While each tool may solve a specific problem, managing multiple subscriptions often becomes expensive and difficult to maintain.
Core Plans help reduce software sprawl by consolidating essential business functions into one centralized platform.
This creates a more streamlined experience for both businesses and their teams.
CRM
Improve Customer Relationship Management
Customer relationships are at the heart of every successful business.
Core Plans provide access to CRM tools that help businesses organize contacts, track communication, manage opportunities, and maintain visibility throughout the customer journey.
Instead of relying on spreadsheets or disconnected systems, businesses gain a centralized environment for managing customer information and interactions.
This organization helps improve communication, strengthen relationships, and support long-term customer retention.
Automation
Automate Repetitive Tasks
Many daily business activities involve repetitive processes that consume valuable time.
Tasks such as lead follow-up, appointment reminders, customer notifications, and workflow management can often be automated.
Core Plans provide automation capabilities that help businesses maintain consistency while reducing manual workload.
Automation allows teams to spend less time on administrative tasks and more time focusing on customers and growth.
The result is improved efficiency across the organization.
Experience
Create Better Customer Experiences
Customers expect fast responses, organized communication, and convenient interactions.
Core Plans help businesses meet these expectations by providing tools that support customer engagement throughout the entire customer lifecycle.
From the first inquiry through ongoing communication and follow-up, businesses can create a more professional and consistent experience.
Better customer experiences often lead to higher satisfaction, stronger loyalty, and increased referrals.
Reporting
Gain Visibility Into Business Performance
Successful businesses make decisions based on data.
Core Plans include reporting and tracking tools that help organizations monitor activity, evaluate performance, and identify opportunities for improvement.
Businesses can gain insight into:
- Lead generation
- Marketing performance
- Sales activity
- Customer engagement
- Communication effectiveness
Access to accurate information supports better decision-making and helps guide future growth strategies.
Scalability
Scale With Confidence
The systems that work for a small business often become limiting as the organization grows.
Core Plans are designed to support businesses at every stage of development by providing tools that scale alongside operational needs.
As teams grow, customer bases expand, and processes become more sophisticated, businesses can continue using the same platform without needing to rebuild their systems.
This scalability provides long-term flexibility and supports continued growth.
Foundation
Build a Stronger Business Foundation
Technology should help businesses operate more efficiently, not create additional complexity.
Core Plans provide a centralized foundation for managing customers, communication, marketing, sales, and operations from a single platform.
By bringing essential business tools together, organizations can improve efficiency, strengthen customer relationships, and create a more organized path toward growth.
For businesses looking to simplify operations and build a scalable foundation for the future, Core Plans provide the tools needed to support long-term success.
Pricing FAQs
Frequently asked questions about pricing
How do I choose the right plan?
The best plan depends on your business goals, team size, customer volume, and operational needs.
Some businesses need a simple system for managing leads and customer communication, while others require advanced automation, marketing tools, reporting, and workflow management.
Our plans are designed to support businesses at various stages of growth, making it easy to select a solution that aligns with your current needs while providing room to scale in the future.
Can I upgrade my plan later?
Yes.
As your business grows and your needs evolve, you can move to a higher plan that provides additional features, capabilities, or resources.
Many businesses start with a plan that fits their current requirements and expand as their operations become more sophisticated.
This flexibility allows your platform to grow alongside your business.
Are there any long-term contracts?
Plan availability and billing options may vary.
We believe businesses should have the flexibility to choose solutions that fit their operational and financial preferences.
Specific contract details, billing terms, and commitment options can be reviewed during the onboarding or consultation process.
What is included with my subscription?
Each plan includes a collection of tools designed to help businesses manage customer relationships, communication, lead generation, automation, marketing, and operational workflows.
Available features may vary by plan level.
Detailed plan comparisons provide a clear overview of included capabilities so businesses can easily evaluate which option best fits their needs.
Can I add users to my account?
Yes.
Many businesses require multiple team members to access the platform.
Available user access and account management options may vary depending on the selected plan.
Additional users can often be added as business needs grow and teams expand.
This helps support collaboration across departments and locations.
How do I get started?
Getting started is simple.
You can schedule a demo, explore available plans, review pricing options, and determine which solution best aligns with your business goals.
Whether you’re looking to improve customer communication, automate workflows, manage leads, or centralize operations, Client Harbor provides the tools needed to create a more organized and scalable business.
Our team can help guide you through the process and recommend the best solution based on your specific needs.