S3 CRM - Your Complete CRM Solution

Get everything done in one system

At one low price. And most importantly easily manage everything.

Get everything done in one system

At one low price. And most importantly easily manage everything.

Sunset Software Systems CRM

The user-friendly Sunset Software Systems Reputation Management focuses on helping you (and your clients) improve your business reputation on Google and Facebook. At the click of a button you can easily track, monitor and generate reviews. Sunset Software Systems reputation management offers features such as review monitoring, social media monitoring, sentimental analysis, response management and a review widget allowing you to automatically add 3* and above reviews to your website.

Smart Lists– A smart list is a saved segment of contacts who meet specific filter conditions. As soon as a smart list is created, any new or updated contact that matches the filter conditions will automatically be added to the smart list. You can then run actions and setup automations to run just for that smart list.

Pipelines

You can have as many custom pipelines to track your leads & customers as you need for your business – sales pipelines for individual services, onboarding pipelines, new customer pipelines, etc..

Marketing Automation

Workflows – Workflow builder is a visual tool that enables you to create & build powerful marketing automations for your agency and your clients. Released in April 2021, workflow builder is the replacement for campaign builder (so ignore those out of date reviews that talk about campaign builder!).

It brings together campaigns and triggers in one spot but with added functionality and actions, including…

Conditions & workflow actions (if/else, Go To, Wait, Webhooks)
External communications (email, sms, call, Facebook Messenger, Instagram DM, GMB Messaging, etc…)
CRM actions (add to CRM, update CRM, one time charge, send review request, etc…)
Membership actions (membership grant offer, revoke offer)

Website Builder

The website builder allows you to build full websites using the same builder as the funnel builder or you can choose one of the many website templates within the website template library.

Membership Sites

Do you host courses or training on Kajabi, Click funnels, Teachable, or similar online platform?

Sunset Software Systems includes a membership platform where you can build an unlimited number of free or paid courses with an unlimited number of users for your clients or your own agency.

The membership area can be customized and fully branded using the built-in drag and drop editor.

The platform has the benefit of allowing you to drip content to members. You are fully in control of your membership area.

You get unlimited video hosting on the platform, so you don’t need to host your videos on other platforms such as Vimeo, Wistia, or YouTube. No more having YouTubes related videos showing after your training videos.

Social Media Scheduling Tool

The Social Media Planner is now live for Google My Business, Facebook, Instagram, and LinkedIn.

Reputation Management

The user-friendly Sunset Software Systems Reputation Management focuses on helping you (and your clients) improve your business reputation on Google and Facebook. At the click of a button you can easily track, monitor and generate reviews.

Sunset Software Systems reputation management offers features such as review monitoring, social media monitoring, sentimental analysis, response management and a review widget allowing you to automatically add 3* and above reviews to your website.

Power Dialer

Our Power Dialer at Sunset Software Systems transforms the way you handle calls. This feature allows you to make and manage calls directly within the application, ensuring seamless communication with your leads and clients. Key benefits include:

Efficient Call Management: Make, transfer, and set up three-way calls effortlessly.
Outbound Call Queue: Automate your calling process with a queue system that ensures follow-up on unanswered calls.
Integrated Communication: Sync with other communication channels like SMS and email for a comprehensive contact management system.

Maximize your productivity and never miss an opportunity with our advanced Power Dialer.

Chat Widget

The Sunset Software Systems chat widget allows people you to generate text-message conversations with users via a “chat” popup on your web pages. It’s very easy to setup and you can also setup a notification via a workflow to receive a text notification telling you about the message so that you can jump onto the system and respond to them ASAP.

Call Tracking & Recording

Do you use products such as Call Rail or Call Tracking Metrics? This is the Sunset Software Systems replacement for those services.

Email Builder

With the email builder you can build amazing emails as well as send/schedule your emails right from within the builder. This is the replacement for the email marketing tools you use such as MailChimp, Active Campaign, or similar.

Calendars

Are you ready to take your booking calendars to the next level?

You can have as many calendars as you want. Do you have 10 different services? Simply create a calendar for each service.

Do you need to assign appointments to different team members? No problem. Create a team and appointments will be assigned based on availability of each team member and on a weighting factor.

Want to take payment for the appointments on scheduling? No problem. Connect your Stripe account and set up payment for the individual calendar.

Appointments can also be 2-way synchronized with a Google calendar or an Outlook calendar (Important: Outlook sync is NOT available on the Starter Account).

Forms & Surveys

As you would expect, built right in is the ability to capture leads and information using surveys and forms. These can be integrated into any page you create using the page builder (landing pages, web pages, etc) or embed them on your own sites (e.g. your own wordpress website).

2-Way SMS Marketing

You can send and receive SMS messages within Sunset Software Systems and within the mobile app. Sunset Software Systems uses Twilio for SMS so there are extra usage charges involved.

You can also request payments via SMS with the Text 2 Pay feature. In our lead nurture campaigns we do a lot of SMS marketing within the first 7 days of getting a new lead. During those 7 days, we have found SMS gets a better response than email.

Reporting

Sunset Software Systems has a number of inbuilt reports, including:

Facebook Ads Reporting
Google Ads Reporting
Attribution Report
Appointment Report
Call Reporting
Agent Reporting

and if the above isn’t enough you can use webhooks to send your collected data to another reporting tool such as Google Data Studio or Google Sheets.

API Access

Sunset Software Systems offers robust API access, allowing you to integrate our powerful CRM capabilities with your existing systems seamlessly. Our API provides:

Custom Integrations: Connect with various third-party applications to enhance functionality.
Data Synchronization: Ensure your data flows smoothly between systems, avoiding duplication and errors.
Automation: Create automated workflows that streamline your operations and save time.

Whether you need to integrate with payment processors, email marketing tools, or any other software, our API access provides the flexibility to customize your tech stack to meet your specific business needs.

Sunset Software Systems CRM

The user-friendly Sunset Software Systems Reputation Management focuses on helping you (and your clients) improve your business reputation on Google and Facebook. At the click of a button you can easily track, monitor and generate reviews. Sunset Software Systems reputation management offers features such as review monitoring, social media monitoring, sentimental analysis, response management and a review widget allowing you to automatically add 3* and above reviews to your website.

Smart Lists– A smart list is a saved segment of contacts who meet specific filter conditions. As soon as a smart list is created, any new or updated contact that matches the filter conditions will automatically be added to the smart list. You can then run actions and setup automations to run just for that smart list.Divider

Pipelines

You can have as many custom pipelines to track your leads & customers as you need for your business – sales pipelines for individual services, onboarding pipelines, new customer pipelines, etc..

Marketing Automation

Workflows – Workflow builder is a visual tool that enables you to create & build powerful marketing automations for your agency and your clients. Released in April 2021, workflow builder is the replacement for campaign builder (so ignore those out of date reviews that talk about campaign builder!).

It brings together campaigns and triggers in one spot but with added functionality and actions, including…

Conditions & workflow actions (if/else, Go To, Wait, Webhooks)
External communications (email, sms, call, Facebook Messenger, Instagram DM, GMB Messaging, etc…)
CRM actions (add to CRM, update CRM, one time charge, send review request, etc…)
Membership actions (membership grant offer, revoke offer)

Website Builder

The website builder allows you to build full websites using the same builder as the funnel builder or you can choose one of the many website templates within the website template library.

Membership Sites

Do you host courses or training on Kajabi, Click funnels, Teachable, or similar online platform?

Sunset Software Systems includes a membership platform where you can build an unlimited number of free or paid courses with an unlimited number of users for your clients or your own agency.

The membership area can be customized and fully branded using the built-in drag and drop editor.

The platform has the benefit of allowing you to drip content to members. You are fully in control of your membership area.

You get unlimited video hosting on the platform, so you don’t need to host your videos on other platforms such as Vimeo, Wistia, or YouTube. No more having YouTubes related videos showing after your training videos.

Social Media Scheduling Tool

The Social Media Planner is now live for Google My Business, Facebook, Instagram, and LinkedIn.

Reputation Management

The user-friendly Sunset Software Systems Reputation Management focuses on helping you (and your clients) improve your business reputation on Google and Facebook. At the click of a button you can easily track, monitor and generate reviews.

Sunset Software Systems reputation management offers features such as review monitoring, social media monitoring, sentimental analysis, response management and a review widget allowing you to automatically add 3* and above reviews to your website.

Power Dialer

Our Power Dialer at Sunset Software Systems transforms the way you handle calls. This feature allows you to make and manage calls directly within the application, ensuring seamless communication with your leads and clients. Key benefits include:

Efficient Call Management: Make, transfer, and set up three-way calls effortlessly.
Outbound Call Queue: Automate your calling process with a queue system that ensures follow-up on unanswered calls.
Integrated Communication: Sync with other communication channels like SMS and email for a comprehensive contact management system.

Maximize your productivity and never miss an opportunity with our advanced Power Dialer.

Chat Widget

The Sunset Software Systems chat widget allows people you to generate text-message conversations with users via a “chat” popup on your web pages. It’s very easy to setup and you can also setup a notification via a workflow to receive a text notification telling you about the message so that you can jump onto the system and respond to them ASAP.

Call Tracking & Recording

Do you use products such as Call Rail or Call Tracking Metrics? This is the Sunset Software Systems replacement for those services.

Email Builder

With the email builder you can build amazing emails as well as send/schedule your emails right from within the builder. This is the replacement for the email marketing tools you use such as MailChimp, Active Campaign, or similar.

Calendars

Are you ready to take your booking calendars to the next level?

You can have as many calendars as you want. Do you have 10 different services? Simply create a calendar for each service.

Do you need to assign appointments to different team members? No problem. Create a team and appointments will be assigned based on availability of each team member and on a weighting factor.

Want to take payment for the appointments on scheduling? No problem. Connect your Stripe account and set up payment for the individual calendar.

Appointments can also be 2-way synchronized with a Google calendar or an Outlook calendar (Important: Outlook sync is NOT available on the Starter Account).

Forms & Surveys

As you would expect, built right in is the ability to capture leads and information using surveys and forms. These can be integrated into any page you create using the page builder (landing pages, web pages, etc) or embed them on your own sites (e.g. your own wordpress website).

2-Way SMS Marketing

You can send and receive SMS messages within Sunset Software Systems and within the mobile app. Sunset Software Systems uses Twilio for SMS so there are extra usage charges involved.

You can also request payments via SMS with the Text 2 Pay feature. In our lead nurture campaigns we do a lot of SMS marketing within the first 7 days of getting a new lead. During those 7 days, we have found SMS gets a better response than email.

Reporting

Sunset Software Systems has a number of inbuilt reports, including:

Facebook Ads Reporting
Google Ads Reporting
Attribution Report
Appointment Report
Call Reporting
Agent Reporting

and if the above isn’t enough you can use webhooks to send your collected data to another reporting tool such as Google Data Studio or Google Sheets.

API Access

Sunset Software Systems offers robust API access, allowing you to integrate our powerful CRM capabilities with your existing systems seamlessly. Our API provides:

Custom Integrations: Connect with various third-party applications to enhance functionality.
Data Synchronization: Ensure your data flows smoothly between systems, avoiding duplication and errors.
Automation: Create automated workflows that streamline your operations and save time.

Whether you need to integrate with payment processors, email marketing tools, or any other software, our API access provides the flexibility to customize your tech stack to meet your specific business needs.

What this means to you

With a single dashboard, you can track and improve everything in your sales pipeline instead of being forced to connect or monitor many incompatible systems. With S3, you can generate more leads, grow sales, and maintain customers all with one affordable, easy-to-use solution.

In very simple terms, S3 helps you to...

Boost Lead Connections

Gather and track leads from anywhere (social media,

email, website, Google My Business, etc) and nurture

them using an array of tools including SMS, phone calls, email, and social media.

You’ll love how easy it is to communicate with prospects in the manner most convenient to them.

Plus you’ll love the time you save talking to everyone anywhere from one platform (even automating many different responses).

Supercharge Lead Nurturing

By connecting all the pieces, S3 makes your message more impactful. From social media calendars to emails, or text messaging tools to routing prospects to certain members of your sales team automatically, your leads get the custom experience that suits them best.

You control it all with special pipeline tools that respond to each move your prospects make. Your prospects see the right messages at the right time. Best of all you receive timely info to oversee and improve the entire process.

Enhance Follow-ups

S3 automates your appointment setting and sales processes within higher response channels like text messaging and phone calls. Unlike multiple times more expensive CRMs, your system does things like tracking and routing calls and voicemails so every prospect gets instant follow up.

S3 makes scaling up easy, because you do not have to have a live person to provide a live engaging experience to your prospects. Important first steps like appointments or follow up calls can be scheduled instantly via our automated system so your leads get the attention they need right now. Then tools like our world-class AI (and AI web chatbots) ensure you’ll serve many more prospects without the costs of more
staff.

Communicate Powerfully

Never lose a customer again. Set up large-scale campaigns that carryout back and forth conversations from lead capture to appointment setting and closing. Always respond when potential customers are ready.

Get noticed and protect your brand. S3 provides a full suite of online reputation tools to protect your message while simultaneously helping you collect more business reviews.

In very simple terms, S3 helps you to...

Boost Lead Connections

Gather and track leads from anywhere (social media,

email, website, Google My Business, etc) and nurture

them using an array of tools including SMS, phone calls, email, and social media.

You’ll love how easy it is to communicate with prospects in the manner most convenient to them.

Plus you’ll love the time you save talking to everyone anywhere from one platform (even automating many different responses).

Supercharge Lead Nurturing

By connecting all the pieces, S3 makes your message more impactful. From social media calendars to emails, or text messaging tools to routing prospects to certain members of your sales team automatically, your leads get the custom experience that suits them best.

You control it all with special pipeline tools that respond to each move your prospects make. Your prospects see the right messages at the right time. Best of all you receive timely info to oversee and improve the entire process.

Enhance Follow-ups

S3 automates your appointment setting and sales processes within higher response channels like text messaging and phone calls. Unlike multiple times more expensive CRMs, your system does things like tracking and routing calls and voicemails so every prospect gets instant follow up.

S3 makes scaling up easy, because you do not have to have a live person to provide a live engaging experience to your prospects. Important first steps like appointments or follow up calls can be scheduled instantly via our automated system so your leads get the attention they need right now. Then tools like our world-class AI (and AI web chatbots) ensure you’ll serve many more prospects without the costs of more
staff.

Communicate Powerfully

Never lose a customer again. Set up large-scale campaigns that carryout back and forth conversations from lead capture to appointment setting and closing. Always respond when potential customers are ready.

Get noticed and protect your brand. S3 provides a full suite of online reputation tools to protect your message while simultaneously helping you collect more business reviews.