Pricing

Pricing for the Synchronized Portal is very straight forward. We do not charge per user; in fact all plans include Unlimited Clients and Staff! That's right, one price per MONTH, and NOT PER USER
Please see important information about our Pricing below.

Base

Just Getting Started

$

59

/mo

  • 12+ Integrated Toolkits
  • UNLIMITED CRM Contacts
  • UNLIMITED Staff/Team
  • UNLIMITED Portals
  • Email Marketing Campaigns
  • 100GB File Storage
  • Upgrade at any time
Ascend

Business Is Growing

$

109

/mo

  • Everything in BASE +
  • Autoresponder Drip Marketing
  • Dynamic Proposals Toolkit
  • Custom Folder Generators
  • Advanced Custom Menus
  • Deal Stage Pipelines
  • Total of 500GB File Storage
  • Up/Downgrade at any time
  • COMING SOON - Client-Side Live Chat
Enterprise

Need a Custom Solution?

Contact for Pricing

 
  • We configure it for you
  • Customized to fit your needs
  • Ongoing Support
  • Ongoing Changes

Limited Time Offer

We have a LIMITED number of Peak plans available. These plans come with all of the features in Summit, but are limited to 3 Staff members and 100GB of storage. The price is $99 per month. If you are interested please contact us by tapping the button below.

Portal PLUS Bundle

A carefully-selected set of useful tools and additional resources. The Portal PLUS Bundle can be added to any Plan for one low price. More Portal PLUS features are planned!

  • Credit Card Vaulting: Securely “Vault” credit cards from your Contacts using reliable enterprise-level technologies paired with military grade PGP encryption. Then easily & securely retrieve/view the complete credit card number, expiration & security code. 100% PCI Compliant, which means that this feature complies with the technical and operational standards set forth to secure and protect credit card data stored and transmitted. PCI standards for compliance are provided by the PCI Security Standards Council.
  • Email Cannons: Email Cannons enhance your arsenal by letting you pre-build beautifully-formatted HTML emails with dynamic placeholders, and then “fire” those emails directly to a single recipient (the Target) as part of an Automation. Any dynamic data will be inserted as the Cannon is fired, and the Target will be blown away by the super-pro look & feel! You can fire Email Cannons manually or via Kickoff Form, Update Form, Trigger/Action Automation, or while adding & importing Contacts. You can unleash your Cannons on any Prospect or Client, in either “Invited” or “Uninvited” status.
  • Form Cannons: Have you wanted to “send” Forms to your Contacts? Form Cannons make it possible to send Forms easily by email! You’ll be able to enhance and simplify the customer journey by automating the sending of Forms directly to the inbox of your prospective Clients. Form Cannons can be fired manually, or Automatically as a part of our No-Code Automations functionality. One of the best parts about Form Cannons is that you can include MULTIPLE Forms for your Prospect or Client to complete.
  • Enforce Secure Passwords: To make sure your portal remains secure & private, you’ll have the option of customizing the complexity and length of the passwords that will be permitted when setting up an account. You’ll have the choice of defining how many characters, what types of characters and more.
  • Coming Soon > Enforce Two-Factor Authentication: For the ultimate in security, you will have the ability to selectively enforce the use of Two-Factor Authentication when accessing your portal. You can define all the options and apply them selectively to your whole organization, or to just some Circles or Teams as needed. Admins will have the ability to easily reset and allow access to those who are having trouble or have lost access.
  • Additional 1TB of File Storage: Increase your current File Storage Quota by a full 1TB (1,000 Gigabytes)

Available after purchase. Contact us via your Portal account to inquire about adding this to your account.

Portal PRIME Bundle 

A collection of powerful features designed to take existing functionalities to the next level!

  • Sales Funnel Builder: A flexible and robust add-on that will enable powerful new options in multiple areas of the platform. You’ll be able to create 2-Step or 3-Step Funnels that will give you multiple options to offer (free or paid) a specific resource like an LMS Product as the “desired product/service”. Build out an arsenal of publicly available (non-logged) Sales/Onboarding Funnels, each one directly associated with a specific asset, and completely customized as to how each target is onboarded. Future applications planned with Appointments, Proposals, Projects, Support Tickets, Membership Plans and Communities.
  • PDF Document Signing & Templates: Take your Document signing to the next level! You can already generate custom Documents w/ Dynamic Data using HTML, which is then converted into a PDF document. But, if you already have a PDF that you need to use as the base document, you’ll also have that option with this new feature. Upload PDFs, prepare them for signing, and send out to be signed. In future iterations, you’ll even have the ability to use PDFs as base Templates, modify them with dynamic data as part of an automation, and have them automatically sent out to multiple Contacts/Staff for eSigning.
  • Embeddable “Remote” Chat: Give your prospective Clients even more ways to make first contact with your Funnels with a “Welcome” real-time chat embedded on your website or landing page! You’ll be able to configure and embed a “Remote Chat” that will be available to interact with your website or landing page visitors. Not only will you and/or your Staff be able to start a real-time conversation with the visitor, but you’ll also have a wide range of tools for helpful tools that will add them to your CRM, Kickoff an Automated On-Boarding, direct them to helpful resources and more! This “Remote Chat” will also integrate with the upcoming Support Tickets functionality, thus allowing visitor chats to be converted seamlessly into a Support Ticket.

Available after purchase. Contact us via your Portal account to inquire about adding this to your account.

About Our Pricing

All accounts get a trial period of at least 7 days. You may extend your trail to 28 days by contacting us. The billing period starts at the expiration of your free trail. All recurring subscription payments will be due the same day each month. WE RESERVE THE RIGHT TO LIMIT ACCESS TO YOUR PORTAL ONCE PAYMENT IS 10 DAYS LATE. 

The Portal will be branded with Synchronized Portal logos, email addresses and URLs. If you would like the Portal branded with your logos, URLs, email addresses, etc., there is a $997 set up fee. The setup fee for custom branding is due before the work is completed.

Synchronized Portal customers get discounts on all Synchronized Group products. Visit SynchronizedGroup.com to learn more.

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