Limited time: Get 14 days free —  Cancel anytime.
    For Coaches · Financial Advisors · Insurance Agents · CFPs

    Stop Losing Clients to Slow Follow-Up

    Apprezo handles your follow-up, bookings, funnels, and email — automatically. So you stay focused on clients, not chasing them.

    Start Your Free 14-Day TrialSee How It Works

      Satisfaction Guaranteed · Cancel anytime · Setup in under 30 minutes

    14+Tools replaced
    $97Per month flat
    $1,412Avg monthly savings
    30minTo get set up

    Replaces all of these

    MailchimpCalendlyClickFunnelsKajabiHubSpotTwilioActiveCampaign
    The Real Problem

    Most advisors lose clients before the first call

    Not because they're bad at their job. But because their follow-up system is either broken or nonexistent.

    ⏱️

    Slow response = lost deal

    Leads who don't hear back within 5 minutes are 21× less likely to convert.

    Harvard Business Review: Companies responding within 1 hour are 7× more likely to qualify a lead.
    📉

    Most follow-ups stop too early

    80% of sales happen between the 5th and 12th contact. But 44% quit after one follow-up.

    National Sales Executive Association: Only 2% of sales happen on the first contact.
    💸

    Too many tools, too many bills

    The average financial advisor uses 6–8 separate tools.

    CRM + email + SMS + funnels alone = $1,412+/mo before you blink.
    🎯

    There's a better way

    Apprezo automates the follow-up, captures every lead, and manages your pipeline — all from one place, for $97/mo.

    See how it works →
    What You Get

    Everything you need. Nothing you don't.

    Each tool in Apprezo was built for service-based businesses. Here's what's inside.

    🔁

    Workflow Automation

    Set up automated follow-up sequences once. Apprezo sends the right message at the right time via email, SMS, or WhatsApp.

    Set it & forget it
    🧲

    Unlimited Sales Funnels

    Build landing pages and lead capture funnels in minutes. No coding needed. Every page connects to your CRM.

    Replaces ClickFunnels
    📊

    CRM & Pipeline Management

    Track every prospect from first touch to closed deal. See exactly where each lead is and what to do next.

    Replaces HubSpot
    📱

    2-Way SMS Marketing

    Text clients and leads directly. SMS has a 98% open rate.

    Replaces Twilio
    📅

    Booking & Appointments

    Let clients book from your site. Automated reminders cut no-shows by up to 90%.

    Replaces Calendly
    ✉️

    Email Marketing

    Send campaigns, newsletters, or drip sequences. Track every open and click.

    Replaces Mailchimp
    🌐

    Website Builder

    Build a professional website without a developer. Drag-and-drop. Mobile-ready.

    Replaces Wix / Squarespace
    ⭐

    Reputation Management

    Request Google reviews automatically. More reviews = more trust = more clients.

    Automated reviews
    🎓

    Courses & Digital Products

    Sell your courses or programs directly inside the platform.

    Replaces Kajabi
    The Numbers

    You're already paying for all of this — just badly

    Add up what you're currently spending. Then compare.

    Tool
    Typical Cost
    With Apprezo
    CRM & Pipeline
    $99/mo
    ✓ Included
    Sales Funnels
    $297/mo
    ✓ Included
    Email Marketing
    $99/mo
    ✓ Included
    SMS Marketing
    $99–$500/mo
    ✓ Included
    Booking / Scheduling
    $29/mo
    ✓ Included
    Workflow Automation
    $169/mo
    ✓ Included
    Courses / Products
    $99/mo
    ✓ Included
    Reputation Management
    $299/mo
    ✓ Included
    Website Builder
    $29/mo
    ✓ Included
    Monthly Total
    $1,412
    $97

    That's over $15,000 saved per year. Try it free for 14 days.

    Start Free 14-day Trial Today
    How It Works

    Set up in 30 minutes. Running in a day.

    You don't need a tech team. Here's what the process looks like.

    1

    Sign Up

    Create your account. 2 minutes. No credit card during trial.

    2

    Set Up Your Funnel

    Pick a template for your industry. Customize it. Connect your domain.

    3

    Turn on Automation

    Set up follow-up sequences. Emails, texts, reminders — all automated.

    4

    Start Closing

    Watch leads come in, get nurtured, and book calls without manual work.

    📲New lead comes inLIVE
    📩Instant follow-up sentAUTOMATED
    📅Booking reminder firedSCHEDULED
    ⭐Review request sentAUTO-PILOT
    Automation

    Your sales process runs even when you're off the clock

    Most advisors are doing this manually. Texting leads one by one. Sending reminder emails themselves. Asking for reviews awkwardly in person.

    • Instant follow-up within seconds of a lead coming in
    • Multi-step nurture sequences over days, weeks, months
    • Appointment reminders that cut no-shows by up to 90%
    • Automatic Google review requests after every appointment
    • WhatsApp and 2-way SMS built right in
    See automation in action →
    Real Results

    What our users are saying

    ★★★★★
    "I was paying $800/month across four different tools that barely talked to each other. Switched to Apprezo and cut that to $97. The automation alone saved me 10 hours a week."
    — Marcus T., Insurance Agent, Texas
    ★★★★★
    "My no-show rate dropped from 40% to under 10% once I turned on the automated appointment reminders. That alone paid for the whole year in one month."
    — Sandra R., Financial Advisor, Florida
    ★★★★★
    "I'm a business coach. Before Apprezo I had Kajabi, Calendly, ActiveCampaign, and ClickFunnels. Now it's just one tool. My clients think I have a whole marketing team."
    — David K., Business Coach, New York
    Pricing

    One plan. Everything included.

    No tiers. No feature gates. No 'upgrade to unlock.' Just $97/month for everything.

    Best Value
    Premium Plan
    $97/month
    ✓ Start with 14 days completely free
    • Unlimited websites & funnels
    • Unlimited contacts & leads
    • Unlimited email campaigns
    • 2-way SMS & WhatsApp marketing
    • CRM & pipeline management
    • Booking & appointment automation
    • Workflow automation (unlimited)
    • Courses & digital products
    • Reputation management
    • Call tracking & analytics
    • A/B split testing
    • Unlimited team members
    • Sales & Marketing AI
    Start Free 14-Day Trial

    Satisfaction Guaranteed · Cancel anytime · 100% of your revenue stays yours

    Questions

    Got questions? Here are the answers.

    No. Your 14-day trial is completely free. No credit card required. You only pay if you decide to stay after the trial period.
    Most users are set up and running within 30 minutes. We have templates for financial advisors, insurance agents, and coaches.
    No. Everything you sell is 100% yours. Apprezo charges a flat monthly fee, nothing more.
    Yes. You can connect any custom domain to your funnels and websites.
    Email support@my.apprezo.com. We reply within 24 hours. We also run regular Zoom sessions.
    Yes. Apprezo is powered by GoHighLevel. We've customized it with templates and automations for financial professionals and coaches.
    No contracts. No minimum commitment. Cancel anytime.

    Ready to stop losing leads?

    Start your 14-day free trial today. No credit card. No commitment. Just results.

    Start Free TrialSee How It Works

    14-day free trial · No credit card · Cancel anytime