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PLATINUM Package Plan

Your One-Stop Shop for Business Development & Compliance

Unlock the full potential of your business with our all-inclusive Business Platinum Package —a powerful platform designed to streamline operations, boost conversions, and scale with confidence. This comprehensive solution brings together robust tools for lead generation, customer communication, automation, sales pipeline management, and reputation development, all in one place.


But we don’t stop there.


We’ve integrated the Safety SecQR Safety and Compliance Form, ensuring your business meets critical safety standards and regulatory requirements with ease. Combined with our Operational Management System, you'll have full visibility and control over daily workflows, resource allocation, and team performance—creating a smarter, safer, and more compliant working environment.

PREO Plan
Premium Plan

🏢 Office-Based Features (Admin, Marketing, Back Office)

Contact Management

Pipeline/Opportunity Tracking

Calendar Booking System

2-Way SMS/Email

Missed Call Text Back

Mobile App Access (if for office use)

Lead Capture Forms

Google & FB Messenger Integration

Website Builder / Landing Pages

Custom Funnels

Automations (Lead Follow-up)

Quoting & Invoicing

Reputation Management

Review Request Automation

Workflows & Templates

Advanced Reporting

Priority Support

Custom Integrations / API

👷 Field-Based Features (Technicians, Sales Reps on Site)

Mobile App Access (if used by techs)

2-Way SMS/Email (used during on-site interaction)

Quoting & Invoicing (if done in-field)

Team Management (Users) (field scheduling and assignments)

Membership/Portal Access (for managing in-field services)

👤 Client-Facing Features (What End Users Interact With)

Calendar Booking System

2-Way SMS/Email

Missed Call Text Back

Lead Capture Forms

Google & FB Messenger Integration

Website Builder / Landing Pages

Review Request Automation

Membership/Portal Access (if customers access their accounts)

Reputation Management

Custom Funnels (lead nurturing and engagement)

FAQ – Platinum Package Plans

Question 1: What happens if I exceed the contact limit on the Starter or Pro plan?

Answer: You’ll likely need to upgrade to the next tier. The system may restrict adding new contacts or reduce functionality until your plan is adjusted.

Question 2:  Are integrations with Google and Facebook messaging truly seamless across all plans?

Answer: Yes, but the functionality may be limited without website funnels or landing pages, which are not included in the Starter plan.

Question 3:  Is Reputation Management active or passive?

Answer: The Pro and Premium tiers include automated Review Request Automation, which actively encourages customer reviews. The Starter plan does not include this feature.

Question 4: Can team user roles be customised?

Answer: Only Premium includes advanced team management, suggesting customisable roles and permissions. The Starter and Pro plans are limited in team scalability and structure.

Question 5: Are landing pages and funnels mobile-optimised?

Answer: Yes, but only available in Pro and Premium. The design tools typically ensure mobile responsiveness by default.

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