Your All-In-One CRM Designed for Service-Based Professionals.
Elevate CRM™ helps you capture, nurture, and close leads without duct-taping multiple tools together.
It’s messy. It’s expensive. And it’s costing you clients.
Modish Elevate CRM™ is the answer
A streamlined platform designed to simplify your operations while helping you book more appointments, automate follow-up, and increase your revenue.
Say goodbye to tech overwhelm and tool overload.
Modish Elevate CRM™ combines your sales, marketing, and communication tools into one seamless platform.
Save time, cut costs, and focus on growing your business.
Design beautiful websites, funnels, forms, and surveys with our easy drag-and-drop builder.
Capture leads effortlessly and sync them directly to your calendar and CRM.
Everything you need to engage prospects from the very first click.
Automate your follow-up using SMS, email, voicemail drops, and even Facebook Messenger.
Stay top-of-mind without lifting a finger—our smart workflows do it for you.
Customize every message to guide your leads toward a booked call or sale.
Let your calendar book itself with smart, automated scheduling. Leads choose a time that works, and confirmations and reminders go out instantly.
You show up to the call—Modish Elevate handles the rest.
Create and sell online courses, digital memberships, and client portals with ease. Host videos, trainings, and downloadable content with unlimited users.
Build recurring revenue and deliver value without relying on outside platforms.
Manage leads through every stage of your pipeline and get paid directly through your funnels.
Real-time dashboards show exactly what’s converting and what needs improvement.
Everything you need to scale—visible, trackable, and actionable.
If you're still managing leads in spreadsheets or chasing clients through DMs and emails—you're leaving money on the table.
A CRM (Customer Relationship Management system) helps you:
Stay organized with your leads and clients
Automate your follow-ups
Track your sales pipeline
Increase your conversions
Improve the client experience
Modish Elevate CRM™ isn’t just a CRM—it’s your entire marketing and sales system in one.
CAPTURE
Instant AI Deployment – Save time with pre-configured systems.
Seamless Integration – Quickly embed AI features into your workflow.
Cost-Efficient Solutions – Reduce time and development costs.
Landing pages, website, forms, and surveys to capture leads directly
Built-in funnel builder to convert leads into customers seamlessly
Easily generate and send invoices or custom payment links to your clients for seamless transactions.
Build and manage professional documents and contracts directly within the platform.
Unlimited contacts and unlimited users—no limits on growth
Full online booking system to capture and manage appointments effortlessly
Reputation & Review Management
Google my business profile integration
WordPress Hosting
Customizable pipelines to track and manage client progress
Social media Planner for streamlined scheduling and content planning
Build automated campaigns for email, SMS, voicemail drops, and more
AI-powered messaging that helps automate conversations and booking
Two-way communication across multiple channels (Phone, Email, SMS, Messenger, etc.)
Build custom fields to capture and store exactly the data you need
Customizable workflows & automations for any business process
Everything in essentials PLUS:
30-minute Discovery Call to map your workflows and business goals.
Personalized CRM strategy and custom pipeline configuration
Full CRM setup: pipelines, automations, forms, funnels, dashboards
Safe data migration of all existing leads and client records
Seamless integration with your email, calendar, funnels, and payment systems
Live Zoom training + access to tutorials, guides, and onboarding resources
30 days of post-setup support for optimization and troubleshooting
Elevate your brand with AI-powered copywriting. From breaking barriers with accurate translations to producing captivating social posts and detailed blogs, our AI tools ensure your message resonates with any audience, anywhere.
Seamlessly connect with international audiences through accurate and culturally.
Design impactful and engaging social media posts that stand out in a crowded digital space.
Close
Visual sales pipelines
Collect payments via Stripe directly from your website or funnel
Real-time analytics to track revenue, lead flow, and ROI
I’m in real estate, and follow-up is everything. I used to forget callbacks or misplace notes, but with this CRM system, it’s all automated. My responses are faster, my pipeline is cleaner, and honestly it’s helped me look more professional and close more deals. better than the system I have with my Brokerage. Its affordable too!
Real Estate Agent
Not gonna lie, I was skeptical. I didn’t think a CRM would make that much of a difference in my law practice. But after the setup and my trust with Ashley, I realized how much time I was wasting now clients can schedule calls, get reminders, and I’m not buried in sticky notes and email threads anymore. It’s been surprisingly helpful. Thank you so much.
Attorney
This platform saved my business. I run a salon, and keeping up with clients, bookings, and promos was too much.
Now my appointments are automated, my clients get texts and confirmations, and I even have time to send out cute specials through emails without stressing. I’m obsessed!!!
Salon Owner
We're here to support you! You can email us anytime at [email protected]. Additionally, you can request to schedule a 30-minute support session every 24 hours if you need hands-on guidance.
Yes! If you're a real estate professional, we can integrate your CRM with IDX to display listings, capture leads, and automate your sales process. You’ll need to be on the Momentum Plan to access this feature, as it includes full setup and customization for IDX functionality.
Yes, you're free to cancel at any time—no long-term contracts or commitments.
Yes, our platform is designed for seamless integration with popular tools. This ensures smooth workflows without the need for additional development.
Yes, we assist with connecting your domains, emails, calendar, and other essential integrations during setup. You must enroll in the momentum plan.
Absolutely. We offer full-service CRM management through Modish Marketing Studio. This is a separate service at a higher monthly fee. Please email us to inquire about custom packages and pricing. [email protected]
Modish Elevate CRM™ gives you everything from lead capture and nurture tools to sales automation, funnel building, scheduling, and AI messaging. It also supports two-way communication, detailed analytics, payment collection, course/membership hosting, and more—giving you an all-in-one solution to grow and manage your business.
Modish Elevate CRM™ connects with the platforms you already use—helping you automate, streamline, and scale your service-based business faster and smarter.
Zapier – Connect thousands of apps to automate workflows
IDX – Real estate listing integration (Momentum Plan required)
Facebook Ads – Sync leads and track campaigns with real-time automation
Google My Business – Manage reviews, respond to messages, and boost local SEO
Facebook Messenger – Two-way messaging for real-time customer engagement
Stripe – Accept payments directly through your CRM
Google Calendar & Outlook – Sync your schedule and book appointments effortlessly
Zoom – Integrated appointment scheduling with meeting links
QuickBooks – Streamline invoicing and manage your finances
Shopify – Track sales, segment customers, and automate follow-up
Twilio – Power SMS and voice messaging features
Empowering businesses with innovative solutions, we are committed to
providing seamless support and fostering growth.
Connect with us for a brighter, smarter future!
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